$MTSI 0.30 Weak

Notable posts

• @BULLOFBRITAIN bearish 498 eng

  The semiconductor thesis may be broken, proceed with caution. Based on a Semianalysis report. > CPO and 800V will be delayed till 2028/29 a huge pushback in the system. > 400V will ramp as planned. > NPO potentially accelerating. This is a big break in the thesis if true. They specifically name caution in investing in companies such as $LITE, $HIMX $NVTS $WOLF Best 400V exposure > $APH > $VRT > $MX > $MPWR Best NPO > $SMTC > $MTSI > $AVGO > $AAOI Copper > $CRDO

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• @ArkkDaily neutral 8 eng

  A new Photonic/Optical ETF just launched by KraneShares trading under the ticker $LUMA Here are the top 10 holdings at launch Lumentum $LITE - 7.15% Coherent $COHR - 6.64% Tower Semiconductor $TSEM - 6.56% MACOM $MTSI - 6.33% AXT Inc $AXTI - 6.31% Aixtron $AIXA - 6.21% Marvell $MRVL - 5.52% Soitec $SOI - 5.48% Nokia $NOK - 4.85% Land Mark Operations $3081 - 4.76%

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• @TheETFTracker neutral 11 eng

  Here is a deeper look into the new VistaShares Space Supercycle ETF $GALX The fund provides actively managed exposure to companies that build, launch, operate, and enable the global space economy. Here are some stats you should know: Expense Ratio: 0.75% Launched: July 15, 2026 Number of Holdings: 61 Listed on: NYSE Top Holdings: Rocket Lab $RKLB 4.04% weighting MACOM Technology Solutions $MTSI 4.00% MDA Space 3.86% AMETEK $AME 3.75% Moog $MOG.A 3.70% Avio 3.27% Teledyne Technologies $TDY 3.26% Gilat Satellite Networks $GILT 3.24% 5N Plus 3.23% Disclosure: VistaShares is a WOLF Financial Partner.

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• @TheETFTracker neutral 10 eng

  VistaShares Space Supercycle ETF $GALX vs ARK Space & Defense Innovation ETF $ARKX: $GALX: Expense Ratio: 0.75% AUM: $926,280 Launched: July 15, 2026 Top 3 Holdings: 🥇 MACOM Technology $MTSI 4.08% 🥈 Rocket Lab $RKLB 3.97% 🥉 MDA Space 3.87% $ARKX: Expense Ratio: 0.75% AUM: $933.6M Launched: March 30, 2021 1 Year Return: +41.52% 🟢 Top 3 Holdings: 🥇 SpaceX $SPCX 7.88% 🥈 L3Harris Technologies $LHX 7.04% 🥉 Kratos Defense & Security $KTOS 6.01% Disclosure: VistaShares is a WOLF Financial partner. This post is for informational purposes only, not investment advice. Always read a fund's prospectus.

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