Coherent

Mentioned in 7 analyzed podcast episodes across 6 shows

Mentioned On

Raging Moderates with Scott Galloway and Jessica Tarlov Best Stocks Now with Bill Gunderson YPO Technology Network AI Brief Mad Money w/ Jim Cramer Dwarkesh Podcast Finding Peak w/ Ryan Hanley

Episode Mentions

Raging Moderates with Scott Galloway and Jessica Tarlov · May 14, 2026

Trump Sucks Up to Xi, But Doesn’t Care About Americans’ Financial Pain

“CEO or representative attended summit; semiconductor equipment manufacturer”

Trump-Xi Summit GeopoliticsTaiwan Military Threat AssessmentUS-China Trade and Chip Competition

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Best Stocks Now with Bill Gunderson · May 5, 2026

Tuesday May 5, 2026

“Fiber optic stock with Stifel price target upgrade to $1,100; critical for high-speed network infrastructure”

Memory Chip Stock Performance and ValuationAI Infrastructure Investment ThesisSemiconductor Supply Chain and Earnings Growth

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YPO Technology Network AI Brief · Apr 23, 2026

The Campfire Protocol: Replacing Your Old Salty Guy Before He Retires

“Achieved 78% faster contract review using expert digital twins across enterprise deployment”

Knowledge capture and tribal knowledge preservationExpert digital twins and LLM-based knowledge systemsCritical Decision Method for expert interviewing

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Mad Money w/ Jim Cramer · Apr 22, 2026

Mad Money w/ Jim Cramer 4/22/26

“Photonics company for data center signal transmission; Cramer regrets missing despite CEO appearance on show”

AI Infrastructure Investment StrategyMomentum Trading vs. Value DisciplineEnterprise Software Margin Dynamics

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Dwarkesh Podcast · Apr 15, 2026

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

“Silicon photonics ecosystem partner; NVIDIA reshaped supply chain with them”

NVIDIA's competitive moat and ecosystem lock-inTPU vs GPU architecture trade-offs for AI workloadsSupply chain control and capacity forecasting

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Mad Money w/ Jim Cramer · Apr 1, 2026

Mad Money w/ Jim Cramer 4/1/26

“Fiber optics play receiving $2B NVIDIA investment to support data center networking and optical connectivity”

AI Data Center Infrastructure InvestmentAI Displacement Risk in Enterprise SoftwareMemory and Storage Semiconductor Supply Constraints

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Finding Peak w/ Ryan Hanley · Jan 16, 2026

Ann Kaplan Mulholland: Building an Empire with No Excuses (Part 2)

“Medical device company that sponsored laser hair removal demonstrations at Mulholland's 2002 conference”

Personal Brand Building in Digital EraFirst-Time Entrepreneur Challenges and SolutionsBusiness Model Validation and Mass Distribution

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