Roundhill Photonics & Optics ETFLYTE-CBOEPARTIAL BUYNov 06, 2026Stock price when the opinion was issued
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.
Pretty steep decline, 54% below its high. Data centres will need its products. Definitely "explore" -- keep your position relatively small. It if works out, great. If it blows up, you haven't risked too much. Don't expect the current market to have a V-shaped recovery.