Stocks with Pawan - Learn Invest Grow

$LYTE — Roundhill Photonics & Optics ETF

A focused ETF built around photonics, optical interconnects and high-speed connectivity tied to AI infrastructure.

Top holdings include:

$LITE — Lumentum: 15.42%
$COHR — Coherent: 15.23%
Eoptolink: 14.59%
Zhongji Innolight: 14.22%
$CIEN — Ciena: 13.73%
TFC Optical Communication: 7.90%
Yuanjie Semiconductor: 5.35%
Accelink Technologies: 4.74%
$FN — Fabrinet: 4.00%
$AAOI — Applied Optoelectronics: 2.14%

The ETF is concentrated around the companies helping move data faster inside AI and data-center networks through optical components, transceivers, networking and connectivity infrastructure.

I like the theme because AI infrastructure is not only about compute. As clusters get larger, bandwidth and data movement become more important too.

$LYTE is a new and concentrated ETF, so volatility can be high and holdings can change.

💡 AI is not just a GPU story anymore.

One of the most overlooked bottlenecks in AI is data movement. As AI clusters scale, copper links start hitting limits - and that is where optics become critical. A hidden material called indium phosphide helps power the laser layer behind faster optical links, 800G, and even 1.6T networking.

That means the real winners may not just be chip makers… but also the companies enabling the photonics stack, optical engines, and data-center bandwidth expansion.

This is the kind of hidden AI infrastructure theme most investors miss early.



Not financial advice — just sharing what I’m watching, researching & investing in. Always do your own research before investing.

🤖 The next robotics winners may not build robots.

They may build what robots need to see, think and move—sensors, AI chips, power semiconductors, magnets and critical materials.

Market dips are never easy, but this is when I build my buy list - not panic.

I’m watching 17 stocks and ETFs across AI infrastructure, networking, memory, cloud, growth, space, energy and core ETFs.

Comment STOCK to access my full watchlist for free. Not financial advice.

Market dips are never easy, but this is when I build my buy list - not panic.

I’m watching 17 stocks and ETFs across AI infrastructure, networking, memory, cloud, growth, space, energy and core ETFs.

Comment STOCK to access my full watchlist for free.
Not financial advice.