LAZR

$LAZR chatter on StockTwits

• 
  Zacks.com@ZacksResearch22h

  🚨 AI’s Next Big Trade Could Be Beyond GPUs 🔦 As AI data centers shift from copper to optical connectivity, $LYTE and $LAZR offer targeted exposure to the photonics boom. ⚖️LAZR (up 17%) beat $SPY (up 3.1%) past month! 📖Read more here 👇 https://www.zacks.com/stock/news/2973343/photonics-emerges-as-the-next-ai-infrastructure-trade-etfs-in-focus?_gl=1%2A1pe6eml%2A_up%2AMQ..%2A_ga%2ANzA0MTAyMTguMTc4NjU5MzE5MQ..%2A_ga_MXXMZ1PBF7%2AczE3ODY1OTMxOTEkbzEkZzEkdDE3ODY1OTYzMjEkajYwJGwwJGgxNzQxMDU0NTcy&cid=sm-stocktwits-0-2973343-oc-39239&ADID=SYND_STOCKTWITS_TWEET_0_2973343_OC_39239

  View on StockTwits ↗
• 
  Shaf Hussain@shaf19871d

  $LAZR thought these boys went bankrupt?

  View on StockTwits ↗
• 
  Terrence Raymond Mullan@Grandmasterxau2d

  $LAZR Sell Call, very strong stock, expected expansion and development of future tech will create more stability on a possible long standing company moving into the next decade.

  View on StockTwits ↗
• 
  BoughtYourStopLoss@BoughtYourStopLoss2d

  $LAZR what’s wrong? This invested in the next AI bottleneck after memory

  View on StockTwits ↗
• 
  Jane Edmondson@VettaJaneBullish2d

  $PHOX The first AI Photonics #ETF! Photonics means #AI data transfer over fiber at lightning speeds. Copper don’t cut it! Read about the investment case here! https://www.vettafi.com/insights/indexing-article-ai-almost-at-the-speed-of-light $FOTO $LUMA $LAZR $LYTE

  View on StockTwits ↗
• 
  Frank S.@DJTHollaAtMe3d

  $LAZR Don't buy this dogshit - how are they still publicly traded????????

  View on StockTwits ↗
• 
  Jane Edmondson@VettaJaneBullish3d

  $PHOX The first AI Photonics ETF launches today! AI-focused with more exposure to China names expected to benefit from US export restrictions. $FOTO $LYTE $LAZR $LUMA https://etfdb.com/thematic-investing-content-hub/new-aura-vettafi-photonics-index-etf-phox-launches @ETFdb

  View on StockTwits ↗
• 
  William Parker@ParkerTradesX5d

  Alpha isn't hidden in consensus — it explodes in overlooked themes. Top-performing ETFs from this past week — photonics and Korean industrial tech going vertical: $FOTO | Ripping +28.40% | Pure-play photonics exposure $KMCA | Surging +24.56% | Korea advanced manufacturing $LAZR | Up +23.65% | Photonics & optical technology $KDEF | Up +21.30% | Korea defense & industrial index $LUMA | Surging +21.03% | Photonic & optical hardware Sector rotation moves fast — positioning early is how real edge is created. I shared this thematic setup before, but you weren't following me yet. You're here now. Next execution alert coming soon. Head to my profile to see my full portfolio log.

  View on StockTwits ↗
• 
  Grumpier Cat@GrumpierCat5d

  $LYTE I already hold about $5000 worth of $LUMA , $LAZR , and $EUV Does anyone know if Fidelity is going to charge a fee for $LYTE since it's a Roundhill fund and they seem to be charging fees for other Roundhill funds? I didn't see the red SF notification when I pulled it up yesterday, but I like to be on the safe side of things. Can anyone make an argument as to why LYTE would be better than those other three (or $FOTO which I sold to tax loss harvest and buy LUMA) beyond having additional diversification? I'd pick up $1000 worth if I were certain I wouldn't be charged a fee.

  View on StockTwits ↗
• 
  Jessica Hume@EquityVoyager_15d

  ETF leaderboard is getting interesting. The biggest movers this week were heavily concentrated around photonics, optics and defense: $FOTO +28.40% $KMCA +24.56% $LAZR +23.65% $KDEF +21.30% $LUMA +21.03% That’s not random strength. Photonics/optical exposure is clearly attracting serious momentum, while Korean defense is also heating up. When multiple ETFs in the same themes start ripping together, I pay attention. Another alert is coming soon. If notifications are off, chances are you’ll only notice the move once it’s already in progress.

  View on StockTwits ↗
• 
  Daniel Brooks@EquityBlueprint6d

  $LAZR ($SIVE,$AAOI, Anthropic) The Tema Photonics ETF ($LAZR), created with SemiAnalysis, combines AI photonics with pre-IPO Anthropic exposure via SPV. Catalysts: TAM: Goldman Sachs sees optical data movement growing ~10x by 2028. Supply Deficit: InP laser shortages exceed memory bottlenecks as $NVDA requests up to 20x capacity. Growth: Top players ($LITE,COHR, AXTI,AAOI) target 100%+ YoY revenue growth ahead. Advantage: Compared to LYTE,LAZR offers cleaner exposure with lower China supply risk and less concentration in pure laser makers. Flows and technicals updated on profile feed.

  View on StockTwits ↗
• 
  Joanna Leigh@TeamSetupAlphaAug 6

  $LYTE | Photonics sector getting more attention. Roundhill is launching a new photonics-focused ETF, bringing fresh eyes and potential capital flow into the space. The holdings look interesting, and increased exposure could create a stronger spotlight for photonics names. $LAZR is another one worth watching if ETFs and emerging tech themes are on your radar. More institutional attention toward photonics = more visibility for the entire sector. If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make… Head to my profile.

  View on StockTwits ↗
• 
  Jack Wiz@swampwiz0Aug 5

  @MajorBigBull $LAZR was doomed because it had foolishly done a buyback at high price, which is when a company should do ATM, and had too much debt. The LIDAR assets of $LAZR were bought very inexpensively by $MVIS.

  View on StockTwits ↗
• 
  lisa whitaker@ETF_Trader1Aug 5

  The AI infrastructure story is expanding beyond chips. Photonics and optical networking could become one of the next major bottlenecks as data centers demand more bandwidth and lower latency. Top holdings in the Tema Photonics & Optical ETF $LAZR: $LITE — 15.17% Anthropic SPV exposure — 10.28% $AXTI — 9.05% Aixtron — 7.85% $AAOI — 5.64% $AEHR — 4.94% Furukawa Electric — 4.27% TSEM — 4.03% Landmark Optoelectronics — 3.98% Zhongji Innolight — 2.95% The AI buildout requires more than GPUs. It needs: High-speed networking. Optical components. Photonics technology. Advanced semiconductor equipment. As AI clusters become larger, moving data efficiently may become just as important as computing power. The next phase of AI could create opportunities across the entire infrastructure stack. Always do your own research and understand the risks before investing. Follow my profile for more AI infrastructure, semiconductor, and next-generation technology trends.

  View on StockTwits ↗
• 
  jake@fatmoney1Aug 4

  $LAZR what are one 3 rs?

  View on StockTwits ↗

Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.