Nick Mersch, CFARoundhill Photonics & Optics ETFLYTE-CBOERISKYAug 20, 2026
Leans into networking capability in terms of connecting all the racks. Lots of interest in new techniques of networking. Includes names that investors don't usually have easy access to. This area is very attractive for long-term growth.
A lot of the names are higher beta, so you have to be able to withstand the volatility. Any whispers around overbuild, overcapacity, or lower demand and you'll see increased volatility.
Leans into networking capability in terms of connecting all the racks. Lots of interest in new techniques of networking. Includes names that investors don't usually have easy access to. This area is very attractive for long-term growth.
A lot of the names are higher beta, so you have to be able to withstand the volatility. Any whispers around overbuild, overcapacity, or lower demand and you'll see increased volatility.