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Frame this as a valuation test for Coherent after a major rally and up to $50 million of CHIPS Act funding for its Indium Phosphide semiconductor facility.
According to Simply Wall Street, its analysis suggests the market price may be about 77% above estimated fair value. Connect federal funding to execution risk and possible AI-spending slowdown instead of unsupported peer/Bloomberg comparisons.
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Sign InKeep COHR as the only instrument and add EL7’s earlier CHIPS-funding story to also-see because it is the closest direct context.