$SMTC 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

  view on X →
• @AhmetSunelcan1 bullish 26 eng

  $SMTC arttırıldı.

  view on X →
• @TheETFTracker neutral 28 eng

  ANTHROPIC IS THE 2ND LARGEST HOLDING IN THIS ETF Here is every holding inside the Tema Photonics & Optical ETF $LAZR : Lumentum Holdings $LITE 17.23% weighting Anthropic 12.06% Aixtron 9.99% AXT $AXTI 9.40% Applied Optoelectronics $AAOI 5.57% Tower Semiconductor $TSEM 4.82% Furukawa Electric 4.78% Aehr Test Systems $AEHR 4.38% Eoptolink Technology 3.87% Zhongji Innolight 3.66% Landmark Optoelectronics 3.54% Yangtze Optical Fibre & Cable 3.49% Ciena $CIEN 3.11% Coherent $COHR 3.04% Veeco Instruments $VECO 2.93% Yuanjie Semiconductor Technology 2.37% Suzhou TFC Optical Communication 2.30% IQE 2.06% Sivers Semiconductors 2.03% WIN Semiconductors 2.03% Soitec 2.01% IntelliEPI 2.00% Himax Technologies 1.76% Semtech $SMTC 1.63% SiTime $SITM 1.62% Disclosure: Tema is a WOLF Financial partner. This post is for informational purposes only, not investment advice. Always read a fund's prospectus.

  view on X →