Lumentum Holdings Inc (LITE) is mentioned as a notable name in the EUV ETF.
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The creator discusses the limitations of traditional copper wiring in data centers due to heat and signal d...
Jun 25, 2026
The creator discusses the limitations of traditional copper wiring in data centers due to heat and signal degradation, highlighting the shift towards photonics. They introduce the Corgi Lithography & Semiconductor Photonics ETF (EUV) as a way to invest in this trend, noting its top holdings and the potential for growth in the sector despite its recent launch.
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Coherent Corp (COHR) is mentioned as a notable name in the EUV ETF.
Corning Inc (GLW) is mentioned as a notable name in the EUV ETF.
Marvell Technology Inc (MRVL) is mentioned as a notable name in the EUV ETF.
Lam Research Corp (LRCX) is mentioned as a top holding in the EUV ETF.
Applied Materials Inc (AMAT) is mentioned as a top holding in the EUV ETF.
ASML Holding NV is mentioned as a top holding in the EUV ETF.
Taiwan Semiconductor Manufacturing Co. (TSM) is mentioned as a top holding in the EUV ETF.
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