LYTE
Roundhill ETF Trust - Roundhill Photonics & Optics ETF
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After DRAM ETF …. Round Hill Investment released two new ETFS this month (NCLD & LYTE). How likely are you to buy them ?
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For photonics you should do a bit of research and invest in a group of the best companies instead of LYTE. Some notable ones are POET, AAOI, LITE, COHR
It’s actually early for optics and neoclouds. I disagree that Roundhill is late with these ETFs. However I don’t like the weightings in both ETFs. For LYTE, I don’t want China exposure. Their companies are opaque, their market is very volatile, and their photonics technology is 2+ years behind America. Plus, you have geopolitical risk anytime Trump escalates the trade war with China. With NCLD, Nebius is the best in class. CoreWeave is an absolute debt bomb, and some of the other holdings are extremely risky due to debt and/or loony valuations. It’s not a bad idea to own both as I do expect them to outperform QQQ, but if you do your research you’re probably just buying the leaders directly.
Very likely to buy LYTE to get exposure to CPO for scale up networking