$MTSI 0.33 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

  view on X →
• @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%

  view on X →
• @WOLF_Financial neutral 17 eng

  INSIGHT HOLDINGS JUST UPDATED ITS $1.32 BILLION PORTFOLIO This is everything they owned as of the end of Q2 - Equipment Holdings $EQPT: 13,526,731 shares, $266M - Hawkins $HAWK: 9,068,074 shares, $183M - NVIDIA $NVDA: 643,340 shares, $129M - Taiwan Semiconductor $TSM: 234,645 shares, $112M - Amazon $AMZN: 404,905 shares, $97M - Google $GOOGL: 260,530 shares, $93M - Meta Platforms $META: 93,015 shares, $52M - Coursera $COUR: 8,942,501 shares, $50M - StubHub Holdings $STUB: 3,437,380 shares, $44M - Apple $AAPL: 131,050 shares, $38M - Bloom Energy $BE: 87,725 shares, $27M - SpaceX $SPCX: 150,000 shares, $26M - Applied Materials $AMAT: 31,595 shares, $23M - Micron $MU: 16,185 shares, $19M - Shopify $SHOP: 153,440 shares, $18M - Broadcom $AVGO: 39,405 shares, $15M - The Real Brokerage $REAX: 6,968,725 shares, $13M - AMD $AMD: 20,370 shares, $12M - Lam Research $LRCX: 25,430 shares, $11M - Spotify $SPOT: 21,765 shares, $10M - Palo Alto Networks $PANW: 29,035 shares, $10M - Texas Instruments $TXN: 32,920 shares, $10M - Axon Enterprise $AXON: 16,025 shares, $9M - Kyverna Therapeutics $KYTX: 989,054 shares, $9M - MACOM Technology Solutions $MTSI: 23,080 shares, $9M - Lumentum $LITE: 9,380 shares, $8M - Seagate Technology $STX: 8,150 shares, $8M - Constellation Energy $CEG: 27,245 shares, $7M - Intel $INTC: 45,605 shares, $6M - Quantinuum $QNT: 50,000 shares, $4M

  view on X →
• @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.

  view on X →
• @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.

  view on X →