@Maxwell_DD Avatar @Maxwell_DD Maxwell Research

Maxwell Research posts on X about ai, $lite, $aeva, $poet the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence countries 12.5% stocks 12.5% technology brands 6.25%

Social topic influence ai 37.5%, $lite #62, $aeva 12.5%, $poet 12.5%, deep 12.5%, china 12.5%, in the 12.5%, if you 6.25%, $cohr 6.25%, $aaoi 6.25%

Top accounts mentioned or mentioned by @photoncap @jukan05 @jaysyoon

Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Applied Optoelectronics, Inc. (AAOI) Navitas Semiconductor Corporation Common Stock (NVTS) Alphabet Inc Class A (GOOGL) Texas Instruments (TXN) Silicon Laboratories Inc (SLAB)

Top Social Posts

Top posts by engagements in the last [--] hours

"Everyone focuses on LiDAR but youre missing the real value in $AEVA: Photonics for AI infrastructure. Their new Semiconductor Optical Amplifier (SOA) is a game changer for Co-Packaged Optics. Achieving [--] dBm output power at 20% wall-plug efficiency (at 50C) is massive for reducing power consumption in next-gen Data Centers. This is cutting-edge tech solving a critical bottleneck. Education Saturday📓 Photonics Glossary and Key Terms If you follow $LITE $COHR $POET $AAOI $ALMU etc. these are some the terms that you should know that will show up on the calls Photonics Photonics is the use of"
X Link 2026-02-08T11:02Z [--] followers, [----] engagements

"https://36kr.com/p/3674081070178948 https://36kr.com/p/3674081070178948"
X Link 2026-02-08T18:44Z [--] followers, [--] engagements

"🚨 AI just stopped needing electricity to "think." The latest Maxwell Research report on DPNN (Deep Photonic Neuromorphic Networks) confirms: the era of power-hungry hardware just hit a wall. Xi Li and the team (2026) have delivered the first 100% photonic neural network that learns on the fly. What changes -End of the Bottleneck: Eliminating Optical-Electrical-Optical (O-E-O) conversion allows signals to flow at light speed with near-zero latency. -True Autonomy (Hebbian Learning): The network learns unsupervised directly on-chip. Synaptic weights update themselves autonomously ("cells that"
X Link 2026-02-02T21:58Z [--] followers, [---] engagements

"Link to the report: https://arxiv.org/abs/2601.22300 https://arxiv.org/abs/2601.22300"
X Link 2026-02-02T21:59Z [--] followers, [--] engagements

"Silicon photonics just found its "Limitless" pill. The latest research from Niels Vanackere and colleagues (2026) confirms: the [---] GHz ceiling for traditional silicon modulators has been shattered. By heterogeneously integrating Lithium Tantalate (LiTaO3) onto silicon chips they've unlocked a new tier of AI infrastructure performance. What changes -Breaking the Speed Barrier: While standard silicon (Si) is physically limited by carrier dynamics to [---] GHz this new LiTaO3 hybrid reached [---] gigabaud (NRZ) and [---] Gbps (PAM-4). -Mass-Scale Manufacturing: Unlike previous exotic materials this"
X Link 2026-02-07T16:36Z [--] followers, [---] engagements

"Chinas Semi-Equipment 2026: Consolidation or Death 🦾 The "Trial-and-Error" era for startups is dead. With China controlling 40% of the $138B global equipment market the internal divide is now a canyon. Youre either the hammer or the nail. [--]. The Platform Hegemons 👑 -AMEC: Crushing it. 12.38B RMB revenue (+36%). Their 5nm etching is already validated by top-tier fabs. -Naura: The monster. Covers 80% of front-end processes. -Strategy: M&A is the new R&D. They aren't building tools; theyre buying the competition (Vacuum CMP you name it). [--]. The SME Death Trap ⚰ -Zero Tolerance: Tier-1 Fabs"
X Link 2026-02-08T18:44Z [--] followers, [---] engagements

"Solid progress on GaN-based DC-DC with 98.5% efficiency at [--] kW and [---] kW/in density. This directly addresses power delivery bottlenecks in AI data centers where high-voltage (400 VDC) distribution reduces IR losses and enables tighter integration of high-power optics. In context of photonics scaling (CPO/SOA for 3.2T+ transceivers) lower conversion losses translate to higher rack density and better thermal headroom for co-packaged modulators/lasers. Curious about measured efficiency across load range and any near-term plans for integration with optical engine power rails. #Photonics #AI"
X Link 2026-02-09T20:36Z [--] followers, [---] engagements

"@PhotonCap Solid list of photonics plays $LITE and $POET looking strong today. Missing $AEVA on your radar Their latest high-power SOA (validated Jan [----] [--] dBm output with 20% wall-plug efficiency) isnt just a LiDAR edge its a key enabler for co-packaged optics in AI data centers (lower losses in optical engines for 3.2T+ scaling). Curious why its not on the list more LiDAR-focused play for you or waiting for clearer traction in infra https://twitter.com/i/web/status/2020957574166872411 https://twitter.com/i/web/status/2020957574166872411"
X Link 2026-02-09T20:26Z [--] followers, [---] engagements

".@jukan05 Great highlights from UBS TPU report MediaTek cost edge + acceptable 224G SerDes is a notable shift. Photonics angle: higher TPU density (v9 with EMIB + HBM4E direct) amplifies interconnect bottlenecks. Electrical 224G SerDes helps intra-chip but rack-scale still pushes toward co-packaged optics for lower power/loss beyond short reaches. Ibiden substrate ramp could enable tighter optical engine integration too. Thoughts on optical I/O timeline in future TPU clusters #Photonics #AI #Semiconductors UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service"
X Link 2026-02-10T14:11Z [--] followers, [---] engagements

"$LITE Lumentum's 0.375% Convertible Notes: Institutional "Anointing" of Photonics Half a year ago (Sep 2025) $LITE issued $1.265B in 0.375% Senior Convertible Notes due [----] massively oversubscribed in a private placement to qualified institutions. That's an absurdly low coupon in a world where 10Y Treasuries yield 4.5%. Institutions essentially accepted near-zero yield for the conversion option (initial price $187.77 30-40% premium). Why Theyre betting hard on multi-year equity upside in datacenter optics. Fast-forward to Q2 FY2026 earnings (just out): record $665.5M revenue profit"
X Link 2026-02-10T17:46Z [--] followers, [---] engagements

"@jaysyoon Spot on with terminal value risk in memory cycles compress margins fast once supply hits. China factor accelerating this: CXMT sampling HBM3 (late 2025) and mass production in [----] with state subsidies + domestic tools (NAURA etching etc.). HBM3E targeted for [----]. Could bring forward margin squeeze pre-2029 amplifying the caution. https://twitter.com/i/web/status/2021301680852378050 https://twitter.com/i/web/status/2021301680852378050"
X Link 2026-02-10T19:14Z [--] followers, [---] engagements

"INFRA: The Quantum Memory Bottleneck Just Shattered. For years scalable quantum networks have hit a wall: integrated (on-chip) memory efficiency. Existing integrated systems were suffocating below 27.8%. Useless for practical repeaters. Today's drop in Nature Photonics changes the hardware paradigm. The Alpha: A team from USTC just demonstrated a massive leap in efficiency using rare-earth-ion-doped crystals (Eu3+Y2SiO5) coupled with impedance-matched microcavities. The numbers are no longer theoretical: 80.3% efficiency for weak coherent pulses (Waveguide Cavity). 69.8% efficiency for single"
X Link 2026-02-11T23:07Z [--] followers, [--] engagements

"https://www.nature.com/articles/s41566-025-01831-w https://www.nature.com/articles/s41566-025-01831-w"
X Link 2026-02-07T16:42Z [--] followers, [--] engagements

"https://www.nature.com/articles/s41566-026-01845-y https://www.nature.com/articles/s41566-026-01845-y"
X Link 2026-02-11T23:08Z [--] followers, [--] engagements

"The market still underestimates the coming dominance of photonics. $LITE recent earnings are merely the tip of the iceberg. Despite its current valuation Lumentum holds essential 'core' IP in the deep tech sector. Photonics is without a doubt the definitive technology of the future $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3"
X Link 2026-02-03T23:22Z [--] followers, [---] engagements

"Big move by $TXN. Acquiring $SLAB isn't just about IoTit's about the infrastructure. As AI demands faster light-based communication (photonics) the integration of $SLABs wireless expertise with TIs scale will be key for the next generation of smart interconnected AI hardware. TEXAS INSTRUMENTS $TXN TO BUY SILICON LABS $SLAB FOR $231/SHR IN CASH https://t.co/5LNtNoHJEf TEXAS INSTRUMENTS $TXN TO BUY SILICON LABS $SLAB FOR $231/SHR IN CASH https://t.co/5LNtNoHJEf"
X Link 2026-02-04T13:49Z [--] followers, [---] engagements

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