The analyst launched an institutional photonics ETF after optical company stocks dropped 40-60%, despite refutations from NVDA and others, indicating a bullish stance on the ETF.
Optical company valuations crashed due to a scathing piece on CPO delays, but NVDA and major optical companies refuted the claims; the analyst launched an ETF to capitalize on the drop.
Be SemiAnalysis: - Post a scathing piece on CPO delays + optical company valuations, causing a crash. Which $NVDA, analyst desks, and major optical companies refuted - Launch an institutional photonics ETF after optical names dropped 40-60%.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +7.9% | +7.4% |
| 1 month | — | — |
| 3 months | — | — |
| 6 months | — | — |