"When Nvidia puts $2 billion into a company to lock up supply, that tells you where this is headed."Nate Bear, Lead Technical Tactician, Monument Traders Alliance
Publisher’s Note: Karim's Tracking Another Shadow Move — Live Session Today Karim Rahemtulla has used the shadow moves of insiders like Elon Musk to position himself in stocks before they climbed as much as 1,400%. Now he's identified another one — and he believes it has 1,000%+ potential over the next year. Today at 2pm ET, he's going live to walk through the setup, show the signal, and explain why this move is worth your attention right now. Reserve your seat here. — Stephen Prior, Publisher
Everybody watching the AI trade is staring at the same handful of chip names. Here's what they're missing. Those chips are worthless if they can't talk to each other. Inside an AI data center, tens of thousands of processors pass data back and forth at almost the speed of light, and they do it through optical transceivers, the high-speed light-based wiring that ties the whole thing together. That's Coherent. Ticker's COHR. They build the optical guts of the AI buildout. Not the chip everybody talks about, the connection between the chips, which every single data center needs and can't run without. And this isn't a someday story. Coherent's datacenter orders are booked out more than a year, demand for the fast 800G and 1.6T parts keeps climbing, and back in March, Nvidia put $2 billion into the company to lock up supply and expand U.S. manufacturing. When Nvidia spends two billion dollars to secure your product, that tells you where this is headed. And while this is one juicy story, what gets my heart pumping is what I see on the chart. And what I see has me more excited.
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