Coherent Corp (COHR)—a premier AI infrastructure darling backed by Nvidia—just cratered by over 11%, wiping out a massive chunk of its recent record highs. Despite being fully booked through 2028 on its critical AI transceivers and completely crushing its latest earnings, the stock fell victim to a brutal, sentiment-driven market rotation.

In this episode, we unpack why this hardware heavyweight suddenly hit a wall despite its bulletproof narrative. We dive into the underlying numbers, exposing a heavily inflated valuation that completely deviates from its historical norms, and reveal why corporate insiders have quietly dumped over $6.2 million in shares. Is this violent pullback a flashing warning sign of a stretched market, or a healthy, rare buying opportunity for a backbone winner of the AI revolution? Tune in to find out what’s implied ...