Coherent is mentioned as part of the basket of companies powering AI infrastructure within the LAZR ETF.
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The creator discusses the upcoming Anthropic IPO and suggests that investors can gain indirect exposure to...
Sep 3, 2026
The creator discusses the upcoming Anthropic IPO and suggests that investors can gain indirect exposure to the company through the Tema Photonics & Optical ETF (LAZR), which holds a significant position in Anthropic via an SPV.
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Applied Optoelectronics is a top holding within the LAZR ETF, providing exposure to AI infrastructure.
AXT is a top holding within the LAZR ETF, providing exposure to AI infrastructure.
Lumentum is a top holding within the LAZR ETF, providing exposure to AI infrastructure.
LAZR provides indirect exposure to Anthropic through its 15% SPV holding, but it is not an Anthropic-specific ETF.
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