Analyst’s Disclosure: I/we have a beneficial long position in the shares of COHR, LITE, AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

After being away from Seeking Alpha for quite a while, working in consulting as a manager and building manufacturing systems for various industries across Germany and Europe, I will publish regularly for investors. I enjoy the intellectual work of research and due diligence, and I hope to help readers make informed decisions. I'm happy to write again!

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