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Forget the software apps on your phone. The real AI revolution is being built with steel, silicon, and light. We are witnessing a multi-trillion-dollar infrastructure supercycle where the humble data center has evolved from a simple storage warehouse into the high-tech foundational engine of the modern era.
For investors, the opportunity has shifted. The picks and shovels of this gold rush are no longer just chips. They are the complex systems that keep those chips alive and connected. With global data center capacity projected to double by 2030, the entire facility stack is being torn down and rebuilt. Traditional cooling is giving way to advanced liquid systems, and slow copper wiring is being replaced by lightning-fast optical interconnects.
Three companies sit at the epicenter of this transformation. Lumentum (LITE) is building the optical backbone for massive GPU clusters. Celestica (CLS) is manufacturing the specialized hardware that tech giants crave. Synopsys (SNPS) provides the essential software to design the AI silicon of tomorrow. With hyperscalers set to pour over $500 billion into capital expenditures in 2026 alone, these infrastructure titans are not just participating in the AI boom. They are powering it.
Heightened volatility is expected as these three companies release their upcoming earnings reports. To seek to capitalize on these moves, Tradr ETFs offers 2X leveraged ETFs that allow active traders to amplify their daily exposure to each stock:
Tradr ETFs | ETF Symbol | Description |
Cboe:Â LITX | 200% leverage on Lumentum stock | |
Cboe:Â CSEX | 200% leverage on Celestica stock | |
Cboe:Â SNPX | 200% leverage on Synopsys stock |
Data Center Infrastructure Demand Combined with High Beta
As AI infrastructure deployment accelerates, these three stocks stand out for trading potential with 2X leverage. Their high Beta values make them attractive to momentum traders. A Beta of 1.0 means a stock moves in sync with the S&P 500, while a Beta above 1.5 indicates much larger price swings.
CLS sports a Beta of 1.87. LITE carries a Beta of 1.51. Both signal strong volatility potential across the basket.
Catalysts including earnings announcements from January 28 to February 26, hyperscaler partnerships, and data center milestones set up compelling conditions for traders using 2X leverage.
Celestica (CLS)
Celestica designs, engineers, and manufactures data storage, computing, and networking products enabling AI data center infrastructure. The Toronto-based electronics manufacturing services company integrates activities from product design through high-volume assembly, testing, and final system integration.
The company reported third-quarter earnings of $1.58 per share, beating the estimate of $1.45 and representing 52% growth year over year. Revenue climbed to $3.19 billion with 28% growth, accelerating from 19% three quarters prior.
Up ~217% in 2025 with a Beta of 1.87, CLS ranks number one in Electronics-Contract Manufacturing with Composite and EPS Ratings of 99. The company raised 2025 sales guidance to $12.2 billion from $11.55 billion and boosted adjusted earnings to $5.90 per share. For 2026, CLS projects revenue of $16 billion and adjusted earnings of $8.20 per share.
The company will release its earnings report on January 28, 2026, providing the first catalyst as investors assess fourth-quarter performance and 2026 guidance.
The Tradr 2X Long CLS Daily ETF (CSEX) seeks double the daily exposure to CLS's price action, turning the stock's volatility into a precision tool for high-conviction trades on AI data center manufacturing. For more information about CSEX, CLICK HERE.
Lumentum (LITE)
Lumentum designs and manufactures optical components and commercial lasers enabling high-speed data transmission in data centers. The San Jose-based company provides optical interconnect solutions critical to AI infrastructure, where massive data volumes move between GPUs, storage, and networking equipment at unprecedented speeds.
The company reported first-quarter earnings of $1.10 per share, beating the estimate of $1.03. Revenue reached $533.8 million, up 58.4% year over year. Management issued second-quarter guidance of $1.30 to $1.50 earnings per share, signaling continued momentum.
LITE carries a Beta of 1.51 and a PE ratio of 238.62, reflecting market expectations for sustained growth as optical interconnects become increasingly critical. Analyst ratings show a "Moderate Buy" consensus, with Barclays raising their target to $365 and Morgan Stanley lifting their target to $304.
The company will release its earnings report on February 3, 2026, providing insight into optical component demand trends and updated guidance as AI infrastructure buildout accelerates.
The Tradr 2X Long LITE Daily ETF (LITX) targets 200% of LITE's daily performance as the company navigates the transition from telecom provider to critical AI data center infrastructure supplier. For more information about LITX, CLICK HERE.
Synopsys (SNPS)
Synopsys provides electronic design automation software products used to design and test integrated circuits. The Sunnyvale-based company creates software tools enabling every chip powering AI data centers, from GPUs to custom accelerators to networking processors. With a $98.8 billion market cap, Synopsys represents the critical design layer underlying the semiconductor ecosystem.
The company reported fourth-quarter earnings of $2.90 per share, beating the estimate of $2.79. Revenue reached $2.25 billion, meeting expectations. For fiscal 2026, management expects revenue between $9.56 billion and $9.66 billion with adjusted earnings per share between $14.32 and $14.40.
SNPS trades at a forward P/E of 32.63, a premium relative to its industry average of 22.43, reflecting dominant market position. Analysts project fiscal 2027 earnings of $12.07 per share, representing 19.4% growth.
The company is estimated to report earnings on February 25, 2026, providing visibility into semiconductor design activity and AI chip development momentum.
The Tradr 2X Long SNPS Daily ETF (SNPX) aims for double exposure to SNPS's movements as the company captures design spending across the entire AI chip ecosystem. For more information about SNPX, CLICK HERE.
Trade the AI Data Center Supply Chain With Leverage
The AI data center buildout extends beyond GPU purchases. Celestica manufactures physical infrastructure. Lumentum provides optical components enabling high-speed connectivity. Synopsys creates software designing every chip powering these systems.
CLS surged ~217% in 2025. LITE reported 58% revenue growth. SNPS expanded its market position through strategic M&A.
For active traders, Tradr's 2X leveraged ETFs provide tactical precision:
- LITX – Tradr 2X Long LITE Daily ETF
- CSEX – Tradr 2X Long CLS Daily ETF
- SNPX – Tradr 2X Long SNPS Daily ETF
These funds reset daily, giving fresh 2X exposure each trading day. When these stocks move 5% on earnings or partnership announcements, the leveraged ETFs target 10% moves, before fees.
If you plan on trading these leveraged ETFs, remember:
- Daily reset: Performance targets apply to single trading days only
- Volatility cuts both ways: Leverage amplifies both gains and losses
- Active management required: Designed for traders monitoring positions, not passive investors
- Concentration risk: Single-stock ETFs provide no diversification
The data center infrastructure buildout represents a multi-year transformation. These three companies offer traders 2X leverage for high-conviction plays on the sector's critical infrastructure layer.
Leveraged ETFs Involve Significant Risks
Tradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other exchange-traded funds. Know the risks before you invest. The significant risks of leveraged and/or inverse ETFs include the risks of leverage, derivatives, and/or other complex investment strategies that they employ. These investments are designed for short-term trading for investors seeking daily, monthly or quarterly leveraged investment results.
Investors in the fund should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking daily, calendar month and calendar quarter inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. Fund performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.
The Funds seek leveraged investment results over a specific period and are intended to be used as short-term trading vehicles. The Funds pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the Funds magnify the performance of their underlying security. The volatility of the underlying security may affect a Fund’s return as much as, or more than, the return of the underlying security.
The Fund will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in a Fund that seeks two times daily performance would lose all of their money if the Fund’s underlying security moves more than 50% in a direction adverse to the Fund on a given trading day.
ETFs involve risk including possible loss of principal. There is no assurance that the Fund will achieve its investment objective. Principal risks and other important risks may be found in the prospectus.
Investors should carefully consider the investment objectives, risks, charges and expenses of the fund before investing. To obtain a prospectus containing this and other important information, please visit www.tradretfs.com to view or download a prospectus online. Read the fund’s prospectus carefully before you invest.
Distributed by ALPS Distributors, Inc, which is not affiliated with AXS Investments or its Tradr ETFs. AXI000848
The above is sponsored content. Barchart was paid up to seventeen thousand five hundred dollars for placement and promotion of the content on this site and other forms of public distribution covering the period of January - February 2026. For more information please view the Barchart Disclosure Policy here.
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