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    Shahar Cohen

    Research Analyst at Lucid Capital

    Shahar Cohen is an Equity Analyst at Lucid Capital, specializing in technology and consumer sectors with coverage of companies such as Apple, Microsoft, and Tesla. He is recognized for a strong performance track record, maintaining a success rate above 65% and ranking in the top quartile of analysts on platforms like TipRanks, with average returns exceeding market benchmarks. Since joining Lucid Capital in 2021, Cohen has brought expertise gained from previous analytical roles at investment firms in Tel Aviv and New York, where he focused on growth equities and financial modeling. He holds FINRA Series 7 and Series 63 licenses, underscoring his commitment to professional standards in market research and investment analysis.

    Shahar Cohen's questions to CAMTEK (CAMT) leadership

    Shahar Cohen's questions to CAMTEK (CAMT) leadership • Q4 2024

    Question

    Shahar Cohen asked about the opportunity in 'mini HBM' or LFW DRAM for the mobile market, questioning its potential significance and timing for Camtek.

    Answer

    Ramy Langer, an executive, positioned this as a future opportunity, likely emerging more significantly in 2026 and beyond. He confirmed that Camtek's current machines can handle these applications without special development. He framed the broader trend of AI moving to edge devices (cars, robotics, PCs, and mobile) as a very large, long-term opportunity, but stated the immediate impact from mobile is not expected to be a major driver in the near term.

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