《Still Early: These Stocks Will Make Millionaires By 2029》
Coherent 是一项强劲的投资，因其在 6 英寸磷化铟晶圆生产领域的领先地位和产能扩张，但同时也面临高支出和潜在需求放缓的风险。
Coherent，股票代码 CHR，找到了一种方法，从每片晶圆中制造出四倍多的激光器，而成本却只有一半。
Coherent, ticker symbol CHR, which found a way to make four times more lasers out of every wafer at half the cost.
Coherent 和 Lum 也面临一些严重的风险。首先，这两家公司都不生产自己的原材料。其次，如果超大规模数据中心的支出确实放缓，这两只股票都会受到重创。
Coherent and Lum also share some serious risks. First, neither of them make their own raw materials. Second, if hyperscaler spending does slow down, both of these stocks will get hit hard.