🚨Predicting the Next Market Open🚨
I’m tackling one massive trading question on Zoom today at 12:30 PM ET: Is it possible to predict the next market open? Join me live for a deep dive into the specific overnight setup designed to give you the answer [Tap Here to Join the Zoom Room]
Wednesday on the Profit Panel, one of the students flagged the launch of the Tema Photonics & Optical ETF (LAZR) — a pure-play photonics and optical ETF that just hit the market.
If you’ve been following along, you know we’ve been talking about photonics stocks for a while now.
This ETF launch is the kind of institutional nod that tells me the opportunity is real, and when institutions start buying into strength, it’s often a sign that strength is going to continue.
So today we’ll dig into why this shift matters for the broader tech landscape — and why I think we’re still early.
The Problem With Copper Wire
Right now, data centers move information within their facilities using copper wires. That approach has two big limitations.
First, there’s a physical bandwidth constraint — you can only send so much data over a given volume of wire. Second, copper has impedance, meaning you lose a little power with every transmission as electrons get shed off.
That’s friction and inefficiency, and as AI computing scales, those constraints become expensive problems.
Photonics solves both issues by replacing copper with light. When you’re moving at light speed, there’s no resistance. The bandwidth potential is vastly higher. It’s not a marginal upgrade — it’s foundational infrastructure for the next generation of data centers.
And this matters even more now because major tech players are aggressively shifting their business models around data center infrastructure.
Meta Platforms (META), for example, isn’t slowing down its massive AI infrastructure buildout. Instead, it’s actively expanding into a cloud computing empire.
Reports just surfaced that META is launching “Meta Compute,” an enterprise cloud service designed to rent out its massive surplus AI infrastructure and computing capacity to outside developers.
Moves like that highlight the explosive demand for next-generation computing infrastructure — and photonics sits right in the middle of where real innovation is happening to sustain that capacity.
Where I’m Positioned
I’ve been long-term bullish on Sivers Semiconductors (SIVEF), a Swedish photonics company currently trading OTC in the U.S. and listed on the Nasdaq Stockholm (SIVE).
They’re scheduled to list on the U.S. Nasdaq soon, and when that happens, shares will automatically convert. That uplisting isn’t just a formality — it opens the door to a much larger investor base, including funds that can’t touch OTC names.
Increased visibility and easier access tend to increase liquidity, and when you’re getting in before that transition, you often capture the early revaluation.
The timing lines up well with the brand-new Tema Photonics & Optical ETF (LAZR) already including SIVEF in its actively managed portfolio, even though it’s still OTC in the United States. That tells me institutions see its strategic position early.
In fact, SIVEF just announced a massive SEK 700 million (about $66 million) directed share issue specifically to ramp up manufacturing capacity for its photonics business and fortify its balance sheet ahead of the U.S. listing.
When you combine that with the broader trend of institutional strength flowing into the sector, it reinforces the idea that photonics isn’t a fringe play — it’s becoming a recognized pillar of the future data center stack.
LAZR will most likely get options listed soon as well, which opens up more defined-risk ways to participate as the theme matures.
This isn’t a headline trade. It’s a long-term infrastructure story gaining momentum at the same time the tech landscape is shifting, with some tech giants stepping up to monetize the AI infrastructure race as others accelerate.
Photonics sits at the center of what comes next, and I think it has a lot of room to run.
To better trading,
Alex Reid
WealthPin
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
P.S. I’ll Tackle 1 Big Trading Question On Zoom Today…
“Is it possible to predict the next market open… Today?”
Join in at 12:30 p.m. ET and you’ll get a deep dive into an overnight setup that answers the question!
Tap Here to Join the Zoom Room
Disclaimer: We develop tools and strategies to the best of our ability, but no one can guarantee the future. All performance results are from the Alex Reid private testing, where the strategy had a 76% overall win rate and an average return, winners and losers included, of 29.5%, with an average winner return of 48% and an average hold time of 1 day.
