Key events, in time order
Former Sivers Semiconductors CEO and current Dirac Research CEO joins ETF advisory team, drawing industry attention
As of Aug 5, Anthropic weight fell to 7.30%, ranking 4th among top holdings
New ETF targets AI infrastructure photonics bottleneck, first collab with SemiAnalysis
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The discussion focuses on the Tema Photonics & Optical ETF ($LAZR), highlighting its top holdings, particularly AXT ($AXTI), which is presented as a key component.
Main discussion
Here are the top holdings in the Tema Photonics & Optical ETF $LAZR: 🥇 Lumentum Holdings $LITE 15.52% weighting 🥈 AXT $AXTI 9.78% 🥉 Aixtron 9.34% 4. Applied Optoelectronics $AAOI 6.30% 5. Landmark Optoelectronics 5.26% 6. Aehr Test Systems $AEHR 4.59% 7. Furukawa Electric 4.43% 8
I am currently write the second part about the $LAZR ETF. Which will be about the current no 2., in the @TemaETFs LAZR ETF. $AXTI. Meanwhile below is Tema ETFs recent post about the subject.
AXT is the pure play substrate InP bottleneck story. The business itself has delivered a genuinely stunning Q2, with record revenue of $47.6 million, up 164% year-over-year, gross margin more than doubling to 45%, and indium phosphide revenue alone hitting a record $30.7 million.
Important reporting week coming up next week, 2 days will have extra high focus for me Aug 26 and 27. Nvidia $NVDA — Aug 26, after close. My expectations: just above guidance. Marvell $MRVL — Aug 27, after close. My expectations: Beat guidance. Sivers Semiconductors $SIVE — Aug 2
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Facts and opinions separated · All items sourced · Not investment advice
