Peter Lynch ran 29% annualized at Magellan from '77 to '90 using one core metric: PEG ratio. P/E divided by growth. Under 1 means you're buying growth cheap.
Here's one under 1 right now:
$COHR at ~0.6x PEG
Data center and comms revenue up 59% to $1.62B last quarter. Nvidia dropped $2B into the company in March. Management says indium phosphide supply is the only bottleneck, and they're quadrupling wafer capacity in Texas to clear it.
When supply is the constraint, demand is already proven. That's the setup.
Here's one under 1 right now:
$COHR at ~0.6x PEG
Data center and comms revenue up 59% to $1.62B last quarter. Nvidia dropped $2B into the company in March. Management says indium phosphide supply is the only bottleneck, and they're quadrupling wafer capacity in Texas to clear it.
When supply is the constraint, demand is already proven. That's the setup.