SemiAnalysis released a negative report on CPO timing causing a crash in photonics stocks,
SemiAnalysis released a negative report on CPO timing causing a crash in photonics stocks, then co-launched an ETF holding those same depressed stocks, with $HIMX and $LITE specifically targeted then bought.
“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.”Original post：X / @aleabitoreddit ↗