Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
The only decision-useful public excerpt reinforced optical earnings scale without adding a distinct full-length thesis.
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Themes on this desk
Optical earnings scale
A public excerpt noted Coherent's move through the $2 billion quarterly threshold.
Substack - Gaetano
A public excerpt flags Coherent's $2B quarter
Gaetano's public Substack excerpt says Coherent crossed the $2 billion quarterly threshold after Lumentum crossed $1 billion. The author's wider argument is not exposed in the captured text.
The excerpt corroborates optical earnings scale but does not establish a separate investable thesis.
Watch The next quarterly guide and any additional public evidence on the path toward $3 billion.
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public excerpt
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