RESEARCH UNIVERSE

Coverage

Company-specific underwriting across AI infrastructure and the semiconductor value chain.

AI Networking & Photonics

COHR Coherent Corp.

Model Preview / Research in Progress

Photonics manufacturer · optics / communications / industrial

Latest available price: Unavailable
Base fair value: $229.80
Probability-weighted value: $244.39
Implied Base return: —

Model effective 2026-10-03 · DR estimates; model-based fair values, not formal targets

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AI Networking & Photonics

AEHR Aehr Test Systems

Model Preview / Research in Progress

Semiconductor test equipment · wafer / package burn-in

Latest available price: Unavailable
Base fair value: $77.59
Probability-weighted value: $86.96
Implied Base return: —

Model effective 2026-09-20 · DR estimates; model-based fair values, not formal targets

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AI Networking & Photonics

LITE Lumentum Holdings Inc.

Model Preview / Research in Progress

Optical components, cloud modules and optical switches

Latest available price: Unavailable
Base fair value: $987.57
Probability-weighted value: $960.72
Implied Base return: —

Model effective 2026-09-21 · DR estimates; model-based fair values, not formal targets

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AI Networking & Photonics

AAOI Applied Optoelectronics

Model Preview / Research in Progress

Optical transceivers, lasers and CATV equipment

Latest available price: Unavailable
Base fair value: $230.46
Probability-weighted value: $234.93
Implied Base return: —

Model effective 2026-09-25 · DR estimates; model-based fair values, not formal targets

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