LAZR
0Bull0Bear1Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
LAZR is neutral (0 bull · 0 bear)
Trading code for SemiAnalysis/Tema's new photonics ETF, which bought sector stocks after its own negative report caused a crash.
Last spoke: 07/04/2026, 18:02 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- UDN Money report "殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手": - SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield and delay, which caused the photonics sector to collapse. - The agency then partnered with Tema to launch a photonics ETF. - The shares held in the ETF under the trading code LAZR happened to be the photonics stocks that were mentioned negatively in the report $HIMX and $LITE, which were specifically targeted negatively in their article "Powered Down, Lights Off", have been bought in Semianalysis and Tema's new ETF after the optical sector crash.
Ongoing takes on other optical names too
Beyond LAZR, his viewpoint library also covers: