{"data":[{"ticker":"COHR","slug":"coherent-corp","name":"Coherent Corp","exchange":"NYSE","sector":"Technology","layers":["networking"],"exposure":{"score":65,"tier":"Strategic","rationale":"Coherent sells 800G optical transceivers and photonics that link GPUs across AI clusters, plus lasers and SiC materials. AI datacom optics is its dominant growth engine and the core of the thesis, though telecom, industrial laser, and materials businesses remain sizable."},"price":192.81,"change24hPct":13.58,"marketCap":37975601152},{"ticker":"LITE","slug":"lumentum-holdings","name":"Lumentum Holdings","exchange":"NASDAQ","sector":"Technology","layers":["networking"],"exposure":{"score":75,"tier":"Core","rationale":"Lumentum sells lasers and 800G optical transceivers into the networking layer of AI data centers, primarily to hyperscalers and cloud builders. Datacom optics for AI clusters is now the dominant growth engine, offsetting weaker telecom and consumer 3D sensing."},"price":538.59,"change24hPct":5.67,"marketCap":48841990144}],"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.236Z","tier":"free","source":"https://supercyclehq.com/compare/cohr-vs-lite","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/compare/cohr-vs-lite","html":"https://supercyclehq.com/compare/cohr-vs-lite","md":"https://supercyclehq.com/compare/cohr-vs-lite.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}