@PhotonCap Avatar @PhotonCap Photon Capital

Photon Capital posts on X about ai, $form, $poet, $gfs 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 stocks 28.65% technology brands 21.91% cryptocurrencies 10.67% finance 7.3% currencies #4109 countries 2.25% celebrities 1.69% automotive brands 1.69% travel destinations 1.12%

Social topic influence ai #5164, $form #9, $poet #4, $gfs #2, $tsem #2, $glw #21, spacex #742, $sndk #140, $lite #22, status 3.37%

Top accounts mentioned or mentioned by @xterbase @humphilomath @theodore_invest @aleabitoreddit @theodoreinvest @iamfabian @hamsarris6 @pearsonpc @drakeondigital @tleroy5 @subset_member @lightwaveonline @buzztiab @realchickenboy9 @netcreat @rklbinvest @stockwellsstock @klngp1n @celesthian @psinvestor

Top assets mentioned Four (FORM) GlobalFoundries (GFS) Tower Semiconductor Ltd (TSEM) Corning Incorporated (GLW) Sandisk Corporation (SNDK) Lumentum Holdings Inc. Common Stock (LITE) Marvell Technology Inc (MRVL) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Navitas Semiconductor Corporation Common Stock (NVTS) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Metadium (META) Synopsys, Inc. (SNPS) Coherent Inc (COHR) Western Digital Corp (WDC) Amazon.com, Inc. (AMZN) KEYS (KEYS) Teradyne, Inc. (TER) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Astera Labs, Inc. (ALAB)

Top Social Posts

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

"2025 Quantum: Social Media Awareness vs Market Valuation Note: English version is provided first followed by the Korean version. ( .) English Version Introduction The field of quantum computing is http://x.com/i/article/1977381377982291968 http://x.com/i/article/1977381377982291968"
X Link 2025-10-13T03:59Z 11K followers, 65.5K engagements

"http://x.com/i/article/2012798468318994432 http://x.com/i/article/2012798468318994432"
X Link 2026-01-18T08:12Z 11K followers, 118.6K engagements

"$MRVL $POET BOOM Check the transaction details. 20260573: David Lazovsky (Celestial CEO) Marvell Technology Status: GRANTED (Early Termination) The acquisition is happening. Regulatory green light is ON. Celestial's Photonic Fabric is powered by POET. Do the math. ( Celestial AI ) Marvell $MRVL Xconn press Safe Harbor ( ) Celestial AI . Xconn ( ) Celestial AI . ( (Risk) ) "proposed https://t.co/bl41yeG4nw Marvell $MRVL Xconn press Safe Harbor ( ) Celestial AI . Xconn ( ) Celestial AI . ( (Risk) ) "proposed https://t.co/bl41yeG4nw"
X Link 2026-01-22T22:15Z 11K followers, 448.6K engagements

"Celestial AI [--] Celestial AI . http://x.com/i/article/1978685770660728832 http://x.com/i/article/1978685770660728832"
X Link 2025-10-16T07:50Z 11K followers, 46.8K engagements

"Aeluma $ALMU [--] Aeluma Inc. ($ALMU) . Aeluma POET Technologies ($POET) Optical Interposer http://x.com/i/article/1979934085679304704 http://x.com/i/article/1979934085679304704"
X Link 2025-10-19T16:08Z 11K followers, 111.4K engagements

"I gave up trying to park in the Costco parking lot. Its getting way harder to find an empty spot. Ended up parking outside the Costco parking lot. Is it time to add $COST"
X Link 2026-02-07T23:57Z 11K followers, [----] engagements

"ENG https://x.com/PhotonCap/status/2021320567438373039 [--]. : "" (WSJ) X [----] "(Inaccurate)" http://x.com/i/article/2021271746872213507 http://x.com/i/article/2021271746872213507"
X Link 2026-02-10T17:50Z 11K followers, 23.5K engagements

"FY2026 Q2 Earning Analysis - Aeluma Inc. $ALMU [--]. Financial Performance & Liquidity: Revenue: Reported $1.3M slightly missing the previous year's $1.6M. This is typical for a pre-commercialization stage company where revenue is driven by R&D contracts rather than mass product sales. Net Loss: GAAP net loss was $1.9M. While it widened from the previous quarter ($1.5M) due to aggressive hiring and scaling it improved significantly compared to the $2.9M loss in the same period last year. Cash Position: The standout figure is $38.6M in cash. This provides a massive runway compared to their"
X Link 2026-02-12T04:28Z 11K followers, [----] engagements

"While current general-purpose LLMs including OpenAIs GPT-5 are bringing about tremendous innovation they are inherently prone to misinterpretation and can erode trust as they are "language models" that predict words probabilistically. This Nature news article shows that OpenScholar in specific fields like academic/professional research such as paper review technology trend analysis and numerical validation demonstrates higher citation accuracy and reliability than LLMs. " For example at least [--] papers accepted to the high-profile machine learning NeurIPS conference in December [----] contained"
X Link 2026-02-13T06:56Z 11K followers, [----] engagements

"This is the core message Ive been wanting to deliver. It's all about Rotation. Even within the AI Data Center capital follows a 'Value Chain of Constraints' to solve each emerging bottleneck. As we know it got started with GPUs for compute power then rotated to HBM to overcome the memory wall and then to Energy as power became the primary limit. After addressing storage through NAND the focus is now shifting to Photonics and Interconnects because copper has reached its physical distance and bandwidth limits. Ultimately the money moves in a loopfrom GPU to Memory Energy Storage and finally to"
X Link 2026-02-14T20:13Z 11K followers, 16.1K engagements

"http://x.com/i/article/2019685642385678336 http://x.com/i/article/2019685642385678336"
X Link 2026-02-06T08:39Z 11K followers, 90.6K engagements

"Lightmatter . . $SNPS . PDK Ansys/Lumerical . $SNPS (.) . . Lightmatter Collaborates with Synopsys $SNPS Lightmatter a leader in photonic computing has announced a strategic collaboration with Synopsys to integrate advanced interface IP into its Passage 3D Co-Packaged Optics (CPO) platform. Lightmatter will incorporate Synopsys Lightmatter Collaborates with Synopsys $SNPS Lightmatter a leader in photonic computing has announced a strategic collaboration with Synopsys to integrate advanced interface IP into its Passage 3D Co-Packaged Optics (CPO) platform."
X Link 2026-02-07T05:19Z 11K followers, [----] engagements

"$POET wins a @lightwaveonline Elite Score honor. POET Teralight recognized for its achievements in advancing #AI connectivity solutions. 🥳 AWARDS NEWS: For the second year in a row POET wins a @lightwaveonline Elite Score honor. This time it's for POET Teralight recognized for its achievements in advancing #AI connectivity solutions. https://t.co/KX9ZQjFTES #POETpowersAI AWARDS NEWS: For the second year in a row POET wins a @lightwaveonline Elite Score honor. This time it's for POET Teralight recognized for its achievements in advancing #AI connectivity solutions. https://t.co/KX9ZQjFTES"
X Link 2026-02-12T17:18Z 11K followers, 17.9K engagements

"$ALAB [--] optical interface aiXscale Photonics . Astera Labs(ALAB) 'NVLink Fusion ' . [--] [--] Heterogeneous AI NVIDIA TB/s (multiple terabytes per second of low-latency data throughput) . COSMOS (Photonic Chiplet) . Astera Labs (Rack-scale) AI 'Total Solution' . Astera Labs Coherent $COHR Lumentum $LITE . (.) COHR: AI 800G/1.6T . LITE: (EML VCSEL) (ELS) . https://www.asteralabs.com/news/astera-labs-expands-connectivity-portfolio-with-custom-solutions/ https://x.com/PhotonCap/status/1984861513694474244 $ALAB interface (fiber-to-chip coupling) ALAB ( ) "
X Link 2025-12-09T11:47Z 10.9K followers, [----] engagements

"GFS AMF TSEM (Tower Semiconductor) :) https://x.com/PhotonCap/status/1995966551770697925 @PhotonCap $TSEM $GFS . $GFS Advanced micro foundry . https://x.com/PhotonCap/status/1995966551770697925 @PhotonCap $TSEM $GFS . $GFS Advanced micro foundry "
X Link 2026-01-06T06:11Z 11K followers, [----] engagements

"$COHR $MRVL $GFS $TSEM $LITE $FORM"
X Link 2026-01-21T16:26Z 11K followers, [----] engagements

"$MRVL $POET $MRVL $POET BOOM Check the transaction details. 20260573: David Lazovsky (Celestial CEO) Marvell Technology Status: GRANTED (Early Termination) The acquisition is happening. Regulatory green light is ON. Celestial's Photonic Fabric is powered by POET. Do the math. https://t.co/xTpt5bKsyw $MRVL $POET BOOM Check the transaction details. 20260573: David Lazovsky (Celestial CEO) Marvell Technology Status: GRANTED (Early Termination) The acquisition is happening. Regulatory green light is ON. Celestial's Photonic Fabric is powered by POET. Do the math. https://t.co/xTpt5bKsyw"
X Link 2026-01-22T22:15Z 10.6K followers, [----] engagements

". ( .) $POET $MRVL Celestial AI . " '(Si)' Celestial AI 'GeSi' AI [--] . ( . ) [--]. Indirect Absorption (): " " (Si). : () . (L-valley) . : . '(Phonon )' . : " ." . . ( ) [--]. Direct Absorption (III-V ): " " (InP GaAs). : (-valley) . : (Vertical Boost). : . . (POET III-V optical interposer .) [--]. GeSi EAM (Celestial AI/Marvell): " (Shortcut) " GeSi. ''. : (Ge) [--] (Indirect) . (Strain & Alloying): Celestial AI . ' (-valley Shortcut)' . : (L-valley) . - ( ). reference . https://t.co/Es7CZxej3z"
X Link 2026-01-27T06:31Z 11K followers, [----] engagements

"I recently came across Neurophos a company claiming to reduce the size of optical tensor cores by a factor of [-----] using metasurfaces. Given that major players like M12 (Microsoft Venture Fund) Aramco and Bosch participated in their Series A it implies that technical due diligence has effectively been conducted. However I have a few technical observations and questions: #1. Scaling Factor: I tried to identify exactly what was scaled down by 1/10000. While not explicitly detailed in public sources I strongly suspect this refers to the modulator footprint. #2. Loss Mechanisms (MIM/Plasmons):"
X Link 2026-01-29T21:35Z 10.3K followers, 11.3K engagements

"If I have seen further it is by standing on the shoulders of giants Hello this is PhotonCap. If Lecture [--] explored "Why" Silicon Photonics is necessary todays story is about "How" to make it and http://x.com/i/article/2017983535811108864 http://x.com/i/article/2017983535811108864"
X Link 2026-02-01T16:09Z 10.7K followers, 53K engagements

"In my port $SNDK +200.54% $WDC +115.26% $MU +119.05% total gain % 10"
X Link 2026-02-02T16:00Z 10.7K followers, 13.1K engagements

"$FORM After-market +4.41% "FormFactor (NASDAQ:FORM) Given New $100.00 Price Target at Cantor Fitzgerald" Teradyne https://www.marketbeat.com/instant-alerts/formfactor-nasdaqform-given-new-10000-price-target-at-cantor-fitzgerald-2026-02-02/ . $FORM . "12 wafer [--] shot [--] shot [--] chip chip test wafer [---] .😁 https://t.co/lBDrB9jpUG https://www.marketbeat.com/instant-alerts/formfactor-nasdaqform-given-new-10000-price-target-at-cantor-fitzgerald-2026-02-02/ . $FORM . "12 wafer [--] shot [--] shot [--] chip chip test wafer [---] .😁 https://t.co/lBDrB9jpUG"
X Link 2026-02-03T00:47Z 10.7K followers, [----] engagements

"@jukan05 ASML is the key player"
X Link 2026-02-04T00:39Z 10.7K followers, [----] engagements

"Hanwha Solutions Corp KRX: [------] 1/8 . 1/19 conviction . https://t.co/WU5gTUsTKQ https://t.co/WU5gTUsTKQ"
X Link 2026-02-04T04:53Z 10.7K followers, 11.5K engagements

"BTO-on-SiN . Ligentec . : Kohli M. Chelladurai D. Kulmer L. et al. The plasmonic BTO-on-SiN platform beyond [---] GBd modulation for optical communications. Light Sci Appl [--] [---] (2025). " " CMOS SiN . ( . / ) - MZ [---] Gbps (170GBd x 2bits) - [---] GBd - Electro-optic BW: [---] GHz - IQ [---] Gbps (224GBd x [--] bits) performance . TFLN . (size CMOS / ) plasmonic . . AI next gen Tbps application / . https://twitter.com/i/web/status/2018969937814184051 https://twitter.com/i/web/status/2018969937814184051"
X Link 2026-02-04T08:48Z 11K followers, [----] engagements

"$FORM .🥺 after market +2.85% $SNDK 👍👍👍 https://t.co/6uL4tAOtaM after market +2.85% $SNDK 👍👍👍 https://t.co/6uL4tAOtaM"
X Link 2026-02-04T17:25Z 10.6K followers, [----] engagements

"$FORM (+14.01%) [--]. [----] Q4 ( vs ) - : $215.2M ( $210.4M ) YoY( ) 13.6% . - (Non-GAAP EPS): $0.46 ( $0.35 ) 30% . - (Gross Margin): 43.9% ( 43.5% ) - (Non)-HBM DRAM(DDR5 ) . [--]. [----] Q1 () - : $225M ($5M) ($210M$215M) . - EPS : $0.45 ($0.04) ($0.30 ) . [--]. - DRAM : HBM DDR5 - SiPh/CPO : (Keystone Photonics) [--] - : 540bp [----] https://investors.formfactor.com/news-releases/news-release-details/formfactor-inc-reports-2025-fourth-quarter-results $FORM After-market +4.41% "FormFactor (NASDAQ:FORM) Given New $100.00 Price Target at Cantor Fitzgerald" Teradyne "
X Link 2026-02-04T22:08Z 10.6K followers, [----] engagements

"@aleabitoreddit Nice summary and insight. Google's CapEx expansion is expected to trigger similar moves by other hyperscalers making increased investment in $GLW and OCS-related infrastructure a natural corollary"
X Link 2026-02-04T23:06Z 10.9K followers, [----] engagements

"" (AVGO) SerDes TPU " Isnt it a risky assumption to think that Googles capex increase will translate directly into AVGO MediaTek is in the picture too and Google is also trying to build TPUs using external SerDes without MediaTek or Broadcom right Isnt it a risky assumption to think that Googles capex increase will translate directly into AVGO MediaTek is in the picture too and Google is also trying to build TPUs using external SerDes without MediaTek or Broadcom right"
X Link 2026-02-05T00:00Z 11K followers, [----] engagements

"$GLW is everywhere @PhotonCap I found these OCS partners listed on $NVDA page. Problem I find as investor is estimating timeline of actual ramp up of OCS by big [--] $MST $NVDA $AMZN . Looks like [--] years at least before any P&L impact smaller partners https://t.co/jaT0PIoRhG @PhotonCap I found these OCS partners listed on $NVDA page. Problem I find as investor is estimating timeline of actual ramp up of OCS by big [--] $MST $NVDA $AMZN . Looks like [--] years at least before any P&L impact smaller partners https://t.co/jaT0PIoRhG"
X Link 2026-02-05T00:22Z 10.9K followers, 18.4K engagements

"AI design . . 100% [--]. prompt [--]. prompt AI knowledge [--]. AI /limit parameter ( ) AI . save . . " AI ' ' ."" . "AI Race Condition (Hallucination) . AI ' ' ." https://t.co/60XaH9UYQq https://t.co/60XaH9UYQq"
X Link 2026-02-05T05:08Z 10.7K followers, [----] engagements

"TI x Silicon Labs "Texas Instruments will acquire Silicon Labs for $231.00 per share in an all-cash transaction representing a total enterprise value of approximately $7.5 billion." https://investor.ti.com/news-releases/news-release-details/texas-instruments-acquire-silicon-labs Texas Instruments : We has announced an agreement to acquire Silicon Labs creating a leader in embedded wireless technology. I'm excited about what our teams will be able to accomplish together with our combined portfolio of embedded wireless connectivity products TI's https://t.co/yNK5uMzRYB"
X Link 2026-02-05T08:14Z 11K followers, [----] engagements

"$FORM 🚀🚀🚀 $FORM (+14.01%) [--]. [----] Q4 ( vs ) - : $215.2M ( $210.4M ) YoY( ) 13.6% . - (Non-GAAP EPS): $0.46 ( $0.35 ) https://t.co/n7UBezg9T4 $FORM (+14.01%) [--]. [----] Q4 ( vs ) - : $215.2M ( $210.4M ) YoY( ) 13.6% . - (Non-GAAP EPS): $0.46 ( $0.35 ) https://t.co/n7UBezg9T4"
X Link 2026-02-05T16:02Z 10.6K followers, [----] engagements

"@BUZZ__tiab $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://x.com/PhotonCap/status/2019468647136203068 The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI https://x.com/PhotonCap/status/2019468647136203068 The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI"
X Link 2026-02-05T17:52Z 11K followers, [---] engagements

"For those interested in $FORM Must read it. This posting was written by a CPO engineer in Korea. . [--] . @PhotonCap https://t.co/imycFZn16o . [--] . @PhotonCap https://t.co/imycFZn16o"
X Link 2026-02-05T18:41Z 10.6K followers, [----] engagements

"Capex . $LITE $GLW $AVGO $FORM $SNDK $POET / . . . . . "
X Link 2026-02-06T00:34Z 10.9K followers, 14.7K engagements

"For those interested in Hanwha Solutions Corp. here is a guide to understanding what Perovskite is. [--]. Elon Musk-driven Solar Rally (The primary catalyst) [--]. Reported Visit to Chinese Suppliers: A delegation from Tesla and SpaceX reportedly visited Chinese solar and battery module manufacturers specifically scouting companies focused on next-generation Perovskite technology. [--]. High Expectations for Perovskite (3rd Gen Solar): Hanwha Solutions remains a frontrunner in the Perovskite sector which is poised to disrupt the market. [--]. Commercialization Within Reach: The roadmap for mass"
X Link 2026-02-06T02:14Z 10.9K followers, [----] engagements

"$SNDK . LLM SaaS . LLM SaaS "
X Link 2026-02-06T03:09Z 11K followers, [----] engagements

"SK hynix Inc. Just In: "H3 : Hybrid Architecture using High Bandwidth Memory and High Bandwidth Flash for Cost-Efficient LLM Inference" (DOI: 10.1109/LCA.2026.3660969) Published in: IEEE Computer Architecture Letters ( Early Access ) "AbstractLarge language model (LLM) inference requires massive memory capacity to process long sequences posing a challenge due to the capacity limitations of high bandwidth memory (HBM). High bandwidth flash (HBF) is an emerging memory device based on NAND flash that offers HBMcomparable bandwidth with much larger capacity but suffers from disadvantages such as"
X Link 2026-02-06T05:45Z 10.7K followers, [----] engagements

"@gwontae51496115 . 2-3 [----] https://www.hanwha.co.kr/newsroom/media_center/news/news_view.doseq=13460 https://www.mt.co.kr/industry/2026/02/05/2026020515503796843 https://www.hanwha.co.kr/newsroom/media_center/news/news_view.doseq=13460 https://www.mt.co.kr/industry/2026/02/05/2026020515503796843"
X Link 2026-02-06T08:42Z 11K followers, [---] engagements

"SK hynix HBF . ( rigor ) . "LLM 1000(10M) HBM . SK HBM (HBF) H . [----] [----] . SRAM LHB(Latency Hiding Buffer) ." https://t.co/pJby6d6wyK https://t.co/pJby6d6wyK"
X Link 2026-02-06T08:46Z 10.6K followers, [----] engagements

"$NVDA x $TSEM $TSEM x InnoLight InnoLight x $POET Its not induction but its a simple syllogism along the value chain. As a result $NVDA x $POET $POET NVIDIA-POET [--]. NVIDIA - Tower Semiconductor .(2026.02.05) [--]. AI 1.6T . [--]. Tower (SiPho) NVIDIA . https://t.co/TnxfA6FFDV $POET NVIDIA-POET [--]. NVIDIA - Tower Semiconductor .(2026.02.05) [--]. AI 1.6T . [--]. Tower (SiPho) NVIDIA . https://t.co/TnxfA6FFDV"
X Link 2026-02-06T09:44Z 11K followers, [----] engagements

"KOR https://x.com/PhotonCap/status/2019692432984862755 Summary As LLM sequence lengths surge to the [--] million (10M) token scale the shortage of HBM capacity has become a reality. To address this SK Hynix has proposed the http://x.com/i/article/2019799388403716096 http://x.com/i/article/2019799388403716096"
X Link 2026-02-06T15:51Z 10.7K followers, [----] engagements

"$FORM's CM300 tool is a kind of standard in photonics market FORM CM300 silicon photonics wafer-level testing market . https://www.formfactor.com/product/probe-systems/300-mm-systems/cm300xi-siph/ $FORM +9% [--]. . . https://t.co/A6eQdXWA10 https://www.formfactor.com/product/probe-systems/300-mm-systems/cm300xi-siph/ $FORM +9% [--]. . . https://t.co/A6eQdXWA10"
X Link 2026-02-06T16:15Z 10.6K followers, [----] engagements

"@theodore_invest $FORM [--] "
X Link 2026-02-06T16:22Z 10.6K followers, [---] engagements

"@aleabitoreddit Congrats"
X Link 2026-02-07T01:52Z 10.9K followers, [----] engagements

"@Xterbase . [--] "
X Link 2026-02-07T01:55Z 10.9K followers, [--] engagements

"@Xterbase @theodore_invest DCA . 30"
X Link 2026-02-07T02:05Z 10.9K followers, [--] engagements

""Jensen Huang recently sat down with Joe Rogan for a wide-ranging two-hour conversation about computing AI and the future of technology (JRE episode #2422 Dec [--] 2025). Jensen is one of the clearest thinkers in tech and he has a gift for making complex ideas accessible. As someone working in quantum computing I found myself taking notes throughout. Much of what Jensen said resonated. Some of it prompted me to think about where quantum computing fits into this picture. [--]. The Platform That Made AI Possible One of Jensen's most compelling explanations in the podcast was about CUDA; Not as a"
X Link 2026-02-07T18:50Z 10.4K followers, [---] engagements

"Regarding the three major memory manufacturers (SK hynix/Micron/Samsung) this is a worthwhile article to read given the current heated situation in the memory market. I highly recommend it. https://t.co/JMabtwZ4PT https://t.co/JMabtwZ4PT"
X Link 2026-02-08T00:43Z 10.4K followers, [----] engagements

"VRAM) 288G (36GB x 8) x [--] = 2.3TB Model) 1E12 x 2bytes = 2TB Can it handle 1T parameters Based on the calculation the answer would be "YES" Samsung Electronics to Begin World's First HBM4 Mass Production After Lunar New Year HolidaySeizing Initiative in Next-Generation Market Samsung Electronics will become the world's first to mass-produce and ship the next-generation High Bandwidth Memory (HBM) HBM4a 'game https://t.co/Fuf6617jCx Samsung Electronics to Begin World's First HBM4 Mass Production After Lunar New Year HolidaySeizing Initiative in Next-Generation Market Samsung Electronics will"
X Link 2026-02-08T01:26Z 10.6K followers, [----] engagements

"Nvidia HQ . [--] 8M USD (117 [------] KRW/USD) CFO "$8M for [--] seconds: A CFOs guide to Super Bowl ad spend Advertising around the Super Bowl can be worth it if you run it like a CFO. Not if you let the marketing team treat it like a trophy." https://www.cfo.com/news/a-cfo-guide-to-super-bowl-ad-spend-jason-hershman-point-/811381/ https://www.cfo.com/news/a-cfo-guide-to-super-bowl-ad-spend-jason-hershman-point-/811381/"
X Link 2026-02-08T03:56Z 10.6K followers, [----] engagements

"$AXTI Fiber optic network . [--]. mode (1.45) speed . 30km/s / [----] = [----] km/s [--]. optics data latency (carrier frequency -- data packet ) 193THz (1% ) (GHz ) . . [--]. [--] latency . mm/s ( ) () . /PTFE speed of light 70% [--] km/s [--]. 1-3 "light speed" . copper . [--]. "McKay Brothers" high frequency trading . Chicago() - NY() Arbitrage /microwave . https://perspectives.mvdirona.com/2012/02/communicating-data-beyond-the-speed-of-light/ $AXTI Mini Thesis - Indium Phospide (InP) is the essential substrate for lasers that connect AI-superclusters."
X Link 2026-02-08T10:22Z 10.9K followers, 19.4K engagements

"@love_mech17458 RocketRibbon solution Buy American GLW . https://x.com/i/status/2014227926901027200 PW2026 1: CORNING $GLW [----] (Gorilla Glass) [----] (1970 [--] dB/km ) https://t.co/X24justrak https://x.com/i/status/2014227926901027200 PW2026 1: CORNING $GLW [----] (Gorilla Glass) [----] (1970 [--] dB/km ) https://t.co/X24justrak"
X Link 2026-02-08T19:34Z 10.6K followers, [---] engagements

"AI Compute Interconnect Lightmatter Envise (Photonic Computing) Passage (Optical Interconnect) . "PRODUCTS" tab Interconnect Passage Envise . "RESEARCH" . [----] . "Nature640 [------] (2025). . [--]. Lightmatter Compute Interconnect [--]. Compute GPU ROI bandwidth interconnect (Compute ) [--]. : "Compute (Scale-out) " ( 1) AI (LLM) (Compute) (Interconnect) Interconnect Wall ( ): NVIDIA H100/Blackwell GPU . . . Lightmatter (Passage): Passage GPU "NVIDIA AMD " . . [--]. (Envise) ROI ( 2) Nature Envise 'Research' . - (Analog Noise): . " (Analog"
X Link 2026-02-08T22:05Z 10.9K followers, [----] engagements

"The Proliferation of Academic Journals and the "Post-Journal" Education Phenomenon I brought up the topic of Nature Portfolios expansion out of the blue and as expected there wasn't much of a reaction. Recently Springer Nature announced the launch of 'Nature Sensors' and 'Nature Health' scheduled for January [----]. With the first volumes already released it is time to interpret this not as a mere expansion of a portfolio that already exceeds [---] journals but as a massive tectonic shift in the knowledge ecosystem. Moving from traditional scientific pillars like Nature Physics and Chemistry into"
X Link 2026-02-09T00:06Z 10.7K followers, [----] engagements

"This is too much like science fiction. (The technology doesn't support it at the moment.) But it's worth considering -- it's a concept actually used in delay lines in quantum computing. If it were possible GLW would be LONG. Optical memory: https://x.com/PhotonCap/status/2019289574263177697 Good for Corning and Fujikura https://x.com/PhotonCap/status/2019289574263177697 Good for Corning and Fujikura"
X Link 2026-02-09T00:26Z 10.6K followers, [----] engagements

"$GFS $TSEM . @PhotonCap @PhotonCap"
X Link 2026-02-09T01:12Z 11K followers, [----] engagements

"@RealChickenBoy9 GFS "
X Link 2026-02-09T01:12Z 10.6K followers, [---] engagements

"@semivision_tw Nice I'd like to share another big new with you as well. Lightmatter x $SNPS: https://lightmatter.co/press-release/lightmatter-collaborates-with-synopsys-to-integrate-advanced-interface-ip-with-its-passage-co-packaged-optics-platform/ https://lightmatter.co/press-release/lightmatter-collaborates-with-synopsys-to-integrate-advanced-interface-ip-with-its-passage-co-packaged-optics-platform/"
X Link 2026-02-09T06:44Z 11K followers, [---] engagements

"SpaceX really is planning to deploy data center in the sapce Responsibilities: [--]. Work with a cross-discipline team including electrical mechanical and software engineers to conceptualize and develop test systems used to test and validate flight hardware [--]. Define document and present test system requirements coverage designs and operational strategies [--]. Design and produce test assets such as test racks electrical panels electrical test fixtures harnessing connectors PCBAs machinery tools processes etc. [--]. Select commercial-off-the-shelf hardware and/or design custom PCBAs to measure signals"
X Link 2026-02-09T07:49Z 10.6K followers, [----] engagements

"My favorite optics/photonics-related stocks🚀 $FORM +6.22% $TSEM +6.56% $LITE +4.25% $GLW +5.84% $GFS +0.29% $POET +4.34% $FORM +9.30% $TSEM +6.11% $LITE +3.45% $GLW +2.77% $GFS +2.77% $POET +7.63% (😆) https://t.co/QUzWjnj3kN $FORM +9.30% $TSEM +6.11% $LITE +3.45% $GLW +2.77% $GFS +2.77% $POET +7.63% (😆) https://t.co/QUzWjnj3kN"
X Link 2026-02-09T16:59Z 11K followers, [----] engagements

"Navitas has developed their partnership with $GFS https://x.com/i/status/1991534843084304882 Now guess which fab they are using to manufacture it ;) https://x.com/i/status/1991534843084304882 Now guess which fab they are using to manufacture it ;)"
X Link 2026-02-09T17:39Z 11K followers, [----] engagements

"@zephyr_z9 great point"
X Link 2026-02-09T17:39Z 11K followers, [----] engagements

"@drakeondigital CAMP4 Therapeutics Corp"
X Link 2026-02-10T00:59Z 11K followers, [---] engagements

"Apple Apple Recruiter . login "
X Link 2026-02-10T08:06Z 10.7K followers, 36.6K engagements

"@michaelnicollsx It sounds like your team wants to test cheaper off-the-shelf chips instead of using rad-hard ones"
X Link 2026-02-10T11:00Z 10.7K followers, [--] engagements

"If you unfold the global map of perovskite technology Korean universities are everywhereUNIST and Sungkyunkwan University leading the charge alongside Korea University Hanyang University SNU KAIST and POSTECH. SpaceXs latest job posting reads like an open love call from Texas to Koreas solar talent. And one small footnote: dont forget the lifting exercisesthis role literally requires lifting [--] lbs unassisted. Even space solar starts hands-on. https://t.co/WU5gTUsTKQ https://t.co/WU5gTUsTKQ"
X Link 2026-02-10T17:02Z 10.7K followers, [----] engagements

"UNIST KAIST POSTECH . SpaceX . 11kg(25) . . 💪"
X Link 2026-02-10T17:04Z 10.7K followers, [----] engagements

"@zen_xen_horizen 😊"
X Link 2026-02-11T05:07Z 11K followers, [--] engagements

"$SNDK Day 2/2 RSI [--] . indicator 2/3 " " . (credit: @danjang1205) @PhotonCap . . 😏 @PhotonCap . . 😏"
X Link 2026-02-11T06:06Z 11K followers, 16.8K engagements

"For those at SEMICON KOREA [----] in Seoul https://www.semiconkorea.org/ko/node/13326 https://www.semiconkorea.org/ko/node/13326"
X Link 2026-02-11T06:19Z 10.8K followers, [----] engagements

"OSC Salience Labs . Portfolio . Xanadu . full stack quantum computing /component level material process . AMAT field. https://www.xanadu.ai/press/xanadu-announces-quantum-computing-collaboration-with-applied-materials https://www.appliedmaterials.com/us/en/applied-ventures/portfolio.html https://x.com/PhotonCap/status/2018809034145701992 https://t.co/x0nzJdl4s0 https://www.xanadu.ai/press/xanadu-announces-quantum-computing-collaboration-with-applied-materials https://www.appliedmaterials.com/us/en/applied-ventures/portfolio.html"
X Link 2026-02-11T06:38Z 11K followers, [----] engagements

"@BUZZ__tiab venture https://www.xanadu.ai/press/xanadu-announces-quantum-computing-collaboration-with-applied-materials https://www.xanadu.ai/press/xanadu-announces-quantum-computing-collaboration-with-applied-materials"
X Link 2026-02-11T06:39Z 10.9K followers, [---] engagements

"Can high-temperature superconductors transform the power infrastructure of datacenters $MSFT AI (HTS) . 77K( 196) HTS . . MS AI . 0.01K HTS 77K( 196) . https://azure.microsoft.com/en-us/blog/can-high-temperature-superconductors-transform-the-power-infrastructure-of-datacenters/ https://azure.microsoft.com/en-us/blog/can-high-temperature-superconductors-transform-the-power-infrastructure-of-datacenters/"
X Link 2026-02-11T09:38Z 10.8K followers, [----] engagements

"$MSFT Azure R&D . Hollow core fiber . MSFT Lab https://x.com/i/status/1986001439886369113 https://t.co/UBMrERPfEk https://x.com/i/status/1986001439886369113 https://t.co/UBMrERPfEk"
X Link 2026-02-11T09:40Z 10.8K followers, [----] engagements

"$SNDK Good boy Forward PER of $SNDK 15.81(2026E) 7.46(2027E) Today I've added some $SNDK to my port. https://t.co/yyi9sCzvJz Forward PER of $SNDK 15.81(2026E) 7.46(2027E) Today I've added some $SNDK to my port. https://t.co/yyi9sCzvJz"
X Link 2026-02-11T15:06Z 10.8K followers, [----] engagements

"$AEHR 🤗 Wow $AEHR up 30%+ today on hyperscaler orders. $ACMR up 29% this week on China memory (cmxt + ymtc) $AXTI up 42% this week on photonics ramp and Google capex spend $AMKR up 19% this week w/ advanced packaging bottlenecks. Maybe the bottlenecks starting with letter A are a https://t.co/qoVfpgSB3b Wow $AEHR up 30%+ today on hyperscaler orders. $ACMR up 29% this week on China memory (cmxt + ymtc) $AXTI up 42% this week on photonics ramp and Google capex spend $AMKR up 19% this week w/ advanced packaging bottlenecks. Maybe the bottlenecks starting with letter A are a"
X Link 2026-02-11T15:16Z 11K followers, [----] engagements

"SpaceX / xAI SpaceX (Silicon Photonics) ' ' . https://t.co/jlz8DneceJ https://t.co/jlz8DneceJ"
X Link 2026-02-11T16:03Z 10.8K followers, [----] engagements

"' ' SpaceX ' ' JD() 'dWDM' 'MZM' . . "
X Link 2026-02-11T16:03Z 10.8K followers, [---] engagements

"SpaceX & xAI: Through the Lens of Optics and Photonics SpaceX is no longer just a rocket company. Its evolving into an "Orbital AI Data Center" powered by Silicon Photonics. I dug into their recruitment logs and the "Smoking Gun" is undeniable. https://t.co/GTebeJMEEx https://t.co/GTebeJMEEx"
X Link 2026-02-11T16:07Z 10.8K followers, [----] engagements

"The Strategic Pivot: 1550nm (C-Band) (cenventionally 1310nm (O-Band) has been used in the ground data center) SpaceX is standardizing on 1550nm. Why [--] Supply Chain: It uses standard terrestrial parts (Cheap & Available). [--] Physics Hack: 1550nm suffers from dispersion in fiber but in the Vacuum of Space dispersion is NEAR ZERO. They turned a weakness into a superpower"
X Link 2026-02-11T16:07Z 10.9K followers, [---] engagements

"🚀 Vacuum vs. FiberLook at the 3rd panel. Terrestrial Fiber (1310nm): Slowed by glass high latency. Space Vacuum (1550nm): Speed of light (30% faster) Zero Dispersion This "Optical Inter-Satellite Link (OISL)" is the vascular system for xAIs brain"
X Link 2026-02-11T16:07Z 10.9K followers, [--] engagements

"🏭 Engineering the "Orbital Data Center" Its not just about comms. Its about Compute. SpaceX is building in-house radiation testing (Cyclotron) to rapidly qualify commercial chips. Result Infinite solar power + Radiative cooling (-270C) + AI Compute in the"
X Link 2026-02-11T16:07Z 10.9K followers, [---] engagements

"xAI . [---] . (Optics/Photonics) . . Opportunities [--]. [--]. 'Free Space Communication' . ( Microwave Lidar/Laser Microwave .) Challenges . free space comm / [--]. : [---] 1km 1.75m . ( 1000km 1.75km ) km . ( Starlink micro radian . ) [--]. : (Collimation) . ( (Collimation) km . (Photon) (Single Photon Detection) . .) NEWS: Elon Musk has announced @xAI's new organizational structure. "Because we've reached a certain scale we're organizing the company to be more effective at this scale. Naturally when this happens there's people"
X Link 2026-02-11T22:54Z 10.9K followers, [----] engagements

"HBM ITC https://v.daum.net/v/20260211145323907 https://v.daum.net/v/20260211145323907"
X Link 2026-02-11T23:45Z 10.9K followers, 90.8K engagements

"@Webull_stock "
X Link 2026-02-12T00:03Z 10.9K followers, [--] engagements

"@iamfabian are you in SF now"
X Link 2026-02-12T01:45Z 10.9K followers, [---] engagements

"application . AI AI (2) ( : ) https://naver.me/5K6aHTbz https://naver.me/5K6aHTbz"
X Link 2026-02-12T01:52Z 10.9K followers, [----] engagements

"1. [--] -- [--] [--] . [--]. MANNA CEA Tech+ . . Physical AI . :) " [--] [--] (AI) AI . AI ." ( : ) https://naver.me/GrgEFISt https://mannacea.com/ https://naver.me/GrgEFISt https://mannacea.com/"
X Link 2026-02-12T02:01Z 10.9K followers, [----] engagements

"@humphilomath @iamfabian that's an amazing spot"
X Link 2026-02-12T02:03Z 10.9K followers, [--] engagements

"@aleabitoreddit I love that word "Bottleneck ETF". I am glad you hold $VICR. LITE GLW COHR MRVL Hynix AVGO SNDK are overlapped in my port. I am personally Long for besi as well"
X Link 2026-02-12T05:02Z 10.9K followers, [---] engagements

"@jbstyle_meta "
X Link 2026-02-12T06:47Z 10.7K followers, [--] engagements

"@rklb_invest Terawave [--] . PWSA . Rocketesla . :)"
X Link 2026-02-12T07:58Z 10.9K followers, [---] engagements

"" [--] 3D(3) . (R&D) ." https://naver.me/F1amyWn8 https://naver.me/F1amyWn8"
X Link 2026-02-12T09:55Z 10.9K followers, [----] engagements

". . . ( : ) https://naver.me/x52JTn9Q https://naver.me/x52JTn9Q"
X Link 2026-02-12T10:01Z 10.9K followers, [----] engagements

"@NuttyCLD @mindmoon_108 @cl_udc"
X Link 2026-02-12T15:40Z 10.9K followers, [---] engagements

"@StockwellsStock which one"
X Link 2026-02-12T17:07Z 10.8K followers, [--] engagements

"Most sectors are getting hammered but memory(hdd as well) is holding up and pushing higher. still holding $SNDK $WDF $MU"
X Link 2026-02-12T18:08Z 10.9K followers, [----] engagements

"@klngp1n I am mainly using fidelity. The image I captured and shared one is taken from Tradingview"
X Link 2026-02-12T18:14Z 10.9K followers, [--] engagements

"$POET Lightwave (Optical Communications) [--] . [----] Marvell Huawei Keysight . OFC . POET Elite Score : 3.54.0 . POET [---] (Marvell) (Cisco) . $POET wins a @lightwaveonline Elite Score honor. POET Teralight recognized for its achievements in advancing #AI connectivity solutions. 🥳 $POET wins a @lightwaveonline Elite Score honor. POET Teralight recognized for its achievements in advancing #AI connectivity solutions. 🥳"
X Link 2026-02-12T18:33Z 10.9K followers, 17.7K engagements

"GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj"
X Link 2026-02-12T18:36Z 10.9K followers, [----] engagements

"80% [--] ( : ) https://naver.me/xSBuiATi https://naver.me/xSBuiATi"
X Link 2026-02-12T19:42Z 10.9K followers, [----] engagements

"IT tech [--] ( ) (UX) "AI . . (CEO) ." [--] ( : ) https://naver.me/x1u3liNH https://naver.me/x1u3liNH"
X Link 2026-02-12T22:51Z 10.9K followers, [----] engagements

"$TSLA . https://t.co/UTq1IbMZ65 https://t.co/UTq1IbMZ65"
X Link 2026-02-12T23:09Z 10.9K followers, [----] engagements

"AI / . ' (Doctor of Philosophy PhD)' . / PhD. (PhD in Engineering .) "2026 [--] [--] AI (AI) . [----] [----] [--] [----] [-----] [--] . [---] [--] [--] [--] . AI AI ." https://www.knnews.co.kr/news/articleView.phpidxno=1481963 IT tech [--] ( ) (UX) https://www.knnews.co.kr/news/articleView.phpidxno=1481963 IT tech [--] ( ) (UX)"
X Link 2026-02-13T00:38Z 11K followers, [----] engagements

"@rklb_invest "
X Link 2026-02-13T06:22Z 11K followers, [----] engagements

"I forced myself to read through this post as it has been a hot topic over the last few hours. Rather than engaging in an all-out war with giants like TSMC or other mega-foundries Rapidus seems more likely to target niche markets where they can excelmuch like how IBM focuses on Quantum Computing and R&D. This strategic direction mirrors the path taken by Skywater or GlobalFoundries (GFS) when they pivoted to specialty processes like Silicon Photonics after stepping back from the leading-edge race. A prime example of this is their partnership with Jim Kellers AI startup Tenstorrent. However the"
X Link 2026-02-13T07:29Z 11K followers, [----] engagements

"@humphilomath you mean in Singapore"
X Link 2026-02-13T07:51Z 10.9K followers, [--] engagements

"@theodore_invest @celesthian 🧐"
X Link 2026-02-13T08:39Z 11K followers, [---] engagements

".AMAT [----] https://share.google/HknAdJvo03Lzab2qI https://share.google/HknAdJvo03Lzab2qI"
X Link 2026-02-13T08:58Z 11K followers, [----] engagements

"Is $GFS time coming GlobalFoundries accelerates silicon photonics targets; eyes US$1 Billion revenue run rate by [----] https://share.google/YXQDSKlDb3kfAMmBt https://share.google/YXQDSKlDb3kfAMmBt"
X Link 2026-02-13T09:02Z 11K followers, [----] engagements

"AI AI/ . Apple AI / ( ) GS AX ( : ) https://naver.me/GUTEyC0X https://naver.me/GUTEyC0X"
X Link 2026-02-14T01:29Z 11K followers, [----] engagements

"Milestone: [---] Workout done with "Strong" (app name) [----] (4 [--] 25) Strong [---]. l [--] AI/ . ( 8) "
X Link 2026-02-14T01:59Z 11K followers, [----] engagements

"Milestone: [---] Workout done with "Strong" (app name) [----] (4 [--] 25) Strong [---]. l [--] AI/ . ( 8) "
X Link 2026-02-14T01:59Z 11K followers, [---] engagements

""🚀X '-AI '🌍" https://youtu.be/N35vFrHBuaEsi=Y5znQNNm20tRzUkl https://youtu.be/N35vFrHBuaEsi=Y5znQNNm20tRzUkl"
X Link 2026-02-14T02:51Z 11K followers, [---] engagements

""" . AI K - https://t.co/sCBKoYn23C https://t.co/xxkbcoCUwp . AI K - https://t.co/sCBKoYn23C https://t.co/xxkbcoCUwp"
X Link 2026-02-14T06:05Z 11K followers, [----] engagements

"(1G) - - - ( ) . Rocketesla ( ) "" ZBLAN . () 10-100 . ZBLAN: ZrF_4 - BaF_2 - LaF_3 - AlF_3 - NaF$ ZrF_4: (Zirconium fluoride) BaF_2: (Barium fluoride) (Modifier) LaF_3: (Lanthanum fluoride) AlF_3: (Aluminum fluoride) NaF: (Sodium fluoride) Varda: "Microgravity enables differentiated drug products Formulation challenges limit access to key therapies for patientsprocessing in microgravity can be the solution." https://www.varda.com/biopharma/ @PhotonCap ISS . . VARDA space . https://www.varda.com/biopharma/ @PhotonCap ISS . . VARDA space "
X Link 2026-02-14T06:13Z 11K followers, [----] engagements

"/ / . " (ver 1.0)" . Tesla/SpaceX . . (ver 1.0) (/ ) (12 ) $TSLA [--]. https://t.co/IZ2CScaanq (ver 1.0) (/ ) (12 ) $TSLA [--]. https://t.co/IZ2CScaanq"
X Link 2026-02-14T06:23Z 11K followers, [----] engagements

"RT @theodore_invest: : 231% : 427% : 141%"
X Link 2026-02-14T06:26Z 10.9K followers, [--] engagements

"CORNERSTONE C-PIC . (2 12) (House of Lords) " " "
X Link 2026-02-14T06:41Z 11K followers, [---] engagements

"& "SK 11() CEO AI . AI ." TPU HBM SK hynix Newsroom https://share.google/1uhYVIl60lLGZD5aa https://share.google/1uhYVIl60lLGZD5aa"
X Link 2026-02-14T07:17Z 11K followers, 31.4K engagements

"RT @BSkypia59338: X (Space) (Photonics)"
X Link 2026-02-14T16:10Z 10.9K followers, [--] engagements

"CUMEC SMIC 300mm Xter - Innolight - Accelink Technologies - Huawei Technologies - ZTE Corporation - Wuhan Raycus ( ) - Eoptolink - YOFC - Shenzhen Meisu Technologies - TFC Optical Communication (OpenLight ) . 'made in China' . ' ' GuteslaX https://x.com/PhotonCap/status/2020063770308116499 https://t.co/8sbHa7lVaf https://x.com/PhotonCap/status/2020063770308116499 https://t.co/8sbHa7lVaf"
X Link 2026-02-14T17:13Z 11K followers, [----] engagements

"(1/19) PIC Summit USA [----] GlobalFoundries(GFS) . Lightmatter NVIDIA Broadcom Celestial AI (POET) . AIDC PIC scalable interconnects CPO PIC packaging . https://www.picsummitusa.com/ https://www.picsummitusa.com/"
X Link 2026-01-14T03:09Z 11K followers, 348.9K engagements

"temp label /"
X Link 2026-02-05T00:57Z 11K followers, [----] engagements

". . . https://x.com/BSkypia59338/status/2016280454312427936 @PhotonCap optical https://x.com/BSkypia59338/status/2016280454312427936 @PhotonCap optical"
X Link 2026-02-06T00:26Z 11K followers, [----] engagements

"Index 90-80 10-20 . beta . 10-20 / . $FORM $GLW $TSEM $GFS @PhotonCap @PhotonCap"
X Link 2026-02-07T02:03Z 11K followers, [----] engagements

": '' [----] [--] [--] Science (USTC) . . . . (Sputnik Shock)' . - 100km Device-independent quantum key distribution (DI-QKD) . ' ' . [--] Netflix quantum entanglement teleportation San-Ti () ( ) [--] [--] (entangled) '' . '' (Entanglement) . . https://x.com/PhotonCap/status/1991434808820396060 https://x.com/PhotonCap/status/1991434808820396060"
X Link 2026-02-07T07:20Z 11K followers, [----] engagements

"" " . . @PhotonCap [--]. . QKD (PQC ) . 1) (The Money Game) - (China): [---] ( [--] ) @PhotonCap [--]. . QKD (PQC ) . 1) (The Money Game) - (China): [---] ( [--] )"
X Link 2026-02-08T06:10Z 11K followers, [----] engagements

"@zoomyzoomm I'd like to add another sector of test and measurement with $FORM $TER + $KEYS"
X Link 2026-02-09T21:54Z 11K followers, [---] engagements

"I'd like to add another sector of test and measurement with $FORM $TER + $KEYS (I guess the image in the quoted posting was taken from https://x.com/i/status/2020665357082788337 The AI Optics industry visualized L5 System/ASIC $NVDA $AVGO $META $GOOG $AMZN $MSFT L4 Module $LITE $COHR $POET L3 DSP/Analog $AVGO $MRVL $MTSI L2 SiPho Foundry $GFS $TSM $TSEM L1 Light Source (III-V) $COHR $LITE L0 Substrates $AXTI https://t.co/Nl5B8pClGj https://x.com/i/status/2020665357082788337 The AI Optics industry visualized L5 System/ASIC $NVDA $AVGO $META $GOOG $AMZN $MSFT L4 Module $LITE $COHR $POET L3"
X Link 2026-02-09T21:56Z 11K followers, [----] engagements

"Forward PER of $SNDK 15.81(2026E) 7.46(2027E) Today I've added some $SNDK to my port. In my port $SNDK +200.54% $WDC +115.26% $MU +119.05% total gain % [--] https://t.co/bj3uWJgu88 In my port $SNDK +200.54% $WDC +115.26% $MU +119.05% total gain % [--] https://t.co/bj3uWJgu88"
X Link 2026-02-09T23:04Z 11K followers, [----] engagements

"$GLW [---] [-----] . Corning $GLW [---] [----] . AI killer app https://t.co/WNEZwH7ppo Corning $GLW [---] [----] . AI killer app https://t.co/WNEZwH7ppo"
X Link 2026-02-11T06:14Z 11K followers, [----] engagements

"$AEHR ended up AEHR +44% in the past [--] days PW2026 5: Aehr Test Systems $AEHR SiC Burn-in EV (25 [--] ) Wafer-Level Burn-In (WLBI) https://t.co/AI39l8Jfcb PW2026 5: Aehr Test Systems $AEHR SiC Burn-in EV (25 [--] ) Wafer-Level Burn-In (WLBI) https://t.co/AI39l8Jfcb"
X Link 2026-02-11T15:13Z 11K followers, [----] engagements

"@PSInvestor I frequently say about $FORM $GLW $LITE $POET $TSEM + $GFS in photo ics"
X Link 2026-02-13T06:21Z 11K followers, [---] engagements

"@theodore_invest 🚀"
X Link 2026-02-13T16:33Z 11K followers, [---] engagements

"X https://share.google/p46FhF3oCwJFx3qAI https://share.google/p46FhF3oCwJFx3qAI"
X Link 2026-02-13T23:11Z 11K followers, [----] engagements

"2 🥳 [---] [--] housing [--] 🥺 [---] SF Bay 👍 Stanford Palo Alto [--] [---] 🥹 [--] . [--] 🌴 () () [--] ( 🥹) [---] [--] 700sqft [--] https://t.co/uP6PymDcSk [--] 🌴 () () [--] ( 🥹) [---] [--] 700sqft [--] https://t.co/uP6PymDcSk"
X Link 2026-02-14T18:53Z 11K followers, [----] engagements

"@damnang2 AVGO AMD :)"
X Link 2026-02-14T21:09Z 11K followers, [---] engagements

"@aleabitoreddit From a photonic and SiPh perspective glass substrates are a promising trend and I am personally very interested in them"
X Link 2026-01-23T16:34Z 11K followers, [----] engagements

"$IONQ . ( -- ) [--]. Oxford Ionics EQC pros/cons [--]. [--]. $SKYT / SKYT / . IP . https://t.co/RDKalw8j8V https://t.co/RDKalw8j8V"
X Link 2026-02-08T11:35Z 11K followers, 10.4K engagements

"@theodore_invest"
X Link 2026-02-14T02:15Z 11K followers, [---] engagements

"that's a good question. I guess Meta chose SK hynix over Micron because of their long period partnership in supplying SSDs and DRAM which provides a reliable foundation for co-developing customized HBM for Metas MTIA project which can be found in the news. Beyond just chips the collaboration leverages SK hynixs low-power DRAM and NAND expertise to optimize Metas AI glasses Probably this strategic alliance allows Meta to utilize Koreas dense IT infrastructure. https://twitter.com/i/web/status/2022708152282894848 https://twitter.com/i/web/status/2022708152282894848"
X Link 2026-02-14T16:22Z 11K followers, [---] engagements

"$GFS x $NVTS GlobalFoundries(GF) Navitas Semiconductor(NVTS) (GaN) . #GaN # #AI # https://gf.com/gf-press-release/globalfoundries-and-navitas-semiconductor-partner-to-accelerate-u-s-gan-technology-and-manufacturing-for-ai-datacenters-and-critical-power-applications/ https://gf.com/gf-press-release/globalfoundries-and-navitas-semiconductor-partner-to-accelerate-u-s-gan-technology-and-manufacturing-for-ai-datacenters-and-critical-power-applications/"
X Link 2025-11-20T15:51Z 11K followers, 10.8K engagements

"According to a recent analysis by Serenity President Trumps executive order on January 2ndforcing HieFo to divest its assetswas specifically aimed at their Indium Phosphide (InP) fab. This suggests the U.S. government now views the current supply chain dominated by Sumitomo and $AXTI as a "silent emergency." Its a strong validation of the InP bottleneck thesis weve been tracking. In this context todays news regarding the Texas Semiconductor Innovation Funds support for $COHR is a major turning point. The U.S. is moving beyond mere regulation and taking aggressive steps to rebuild this"
X Link 2026-02-11T08:51Z 11K followers, [----] engagements

"" . . . . . . ." ( : ) https://naver.me/GSQdoGT7 https://naver.me/GSQdoGT7"
X Link 2026-02-14T01:21Z 11K followers, [----] engagements

"@humphilomath that should be near Seoul"
X Link 2026-02-14T02:16Z 11K followers, [---] engagements

"http://x.com/i/article/2017823805625012228 http://x.com/i/article/2017823805625012228"
X Link 2026-02-01T07:12Z 11K followers, 28.8K engagements

"Apple is hiring aggressively for silicon photonics engineers including roles in process integration packaging and design. Ive also heard that theyre hiring silicon photonics engineers for data-center applications and at least one of these roles is publicly posted. https://x.com/PhotonCap/status/2014258921968689373 https://x.com/PhotonCap/status/2014258921968689373"
X Link 2026-02-10T09:25Z 11K followers, 32.8K engagements

"KOR https://x.com/PhotonCap/status/2021280602029506562 [--]. Prologue: The Real Meaning of "Inaccurate" When the Wall Street Journal recently reported SpaceX's valuation at $800 billion Elon Musk immediately drew a line http://x.com/i/article/2021313441328398336 http://x.com/i/article/2021313441328398336"
X Link 2026-02-10T20:29Z 11K followers, [----] engagements

"@hamsarris6 @grok Wow do you know Keyence it's crazy"
X Link 2026-02-13T16:41Z 11K followers, [---] engagements

"$TSEM x $NVDA Yolegroup Yolegroup $TSEM $NVDA Innolight . 1.6T PO . [--] [--] . NVIDIA 1.6T https://t.co/fuoXiTJMp3 Yolegroup $TSEM $NVDA Innolight . 1.6T PO . [--] [--] . NVIDIA 1.6T https://t.co/fuoXiTJMp3"
X Link 2026-02-14T01:01Z 11K followers, [----] engagements

"While CORNERSTONE has long been a pioneer in SiPh research its official debut as C-PIC marks a strategic shift toward driving commercial business with full national backing. The launch event at the House of Lords on February 12th was far more than a ceremony; it was a formal declaration by the UK government to establish Silicon Photonics as a vital national strategic asset. https://cornerstone.sotonfab.co.uk/launch-press-release/ https://cornerstone.sotonfab.co.uk/launch-press-release/"
X Link 2026-02-14T06:40Z 11K followers, [----] engagements

"exponentially growing. Starlink is indeed a cash cow BREAKING: SpaceX has officially announced that @Starlink now has over [--] million customers up from 9M in December [----] and 8M in November. Starlink added over [-----] new customers on average per day since they hit [--] million customers. The first Starlink version [--] satellites https://t.co/CKbfwGNYLY BREAKING: SpaceX has officially announced that @Starlink now has over [--] million customers up from 9M in December [----] and 8M in November. Starlink added over [-----] new customers on average per day since they hit [--] million customers. The first"
X Link 2026-02-14T07:18Z 11K followers, [----] engagements

"Exactly. Youve hit on a very insightful point. Within the technology ecosystemespecially the data centerRotation isn't just a market phenomenon. It's a fundamental shift in where the bottleneck (and thus the value) lies at any given moment. As one bottleneck is solved (e.g. raw compute power) the market immediately "rotates" its capital and focus to the next constraint (e.g. how to power that compute or how to move the data faster)"
X Link 2026-02-14T20:09Z 11K followers, [---] engagements

"To address the 'Memory Wall': Microns approach to Photonic Addressing (US9739939B1) (Thanks to @seti_park for mentioning me) This is a fascinating architectural shift. Micron proposes using multi-wavelength signalsleveraging the unique properties of photons over electronsto overcome the memory wall. In this scheme each wavelength acts as a specific 'address' for a memory die where each layer filters only the wavelength assigned to it. Initially I suspected 104A-E were grating couplers but the patent specifies them as PTSVs (Photonic Through Substrate Vias) with separate 'Surface Couplers'"
X Link 2026-02-15T10:01Z 11K followers, [----] engagements

"Google $GOOGL [--] [----] (10 [--] ) Nature [---] Google Quantum AI . http://x.com/i/article/1981271769161084928 http://x.com/i/article/1981271769161084928"
X Link 2025-10-23T09:34Z 11K followers, 46.1K engagements

"(Liner) : AI (10/17) UC Berkeley Liner KGSA KSEA Berkeley Researcher Happy Hour . http://x.com/i/article/1982217270383497216 http://x.com/i/article/1982217270383497216"
X Link 2025-10-25T23:15Z 11K followers, 96.1K engagements

"GlobalFoundries $GFS GlobalFoundries $GFS [--]. [--] X http://x.com/i/article/1985108718879735809 http://x.com/i/article/1985108718879735809"
X Link 2025-11-02T23:28Z 11K followers, 14.6K engagements

"Microsofts Hollow-Core Fiber: Understanding Scale-Out and Scale-Up CPO (⚠ .) [--]. Nature Photonics . [----] http://x.com/i/article/1985990154520297472 http://x.com/i/article/1985990154520297472"
X Link 2025-11-05T09:23Z 11K followers, 32.9K engagements

"10 [--] (AI) . (https://x.com/PhotonCap/status/1979456859032686932t=iHeR8w-N8G6Orqc4e5VLlA&s=19) http://x.com/i/article/1987428249656569856 http://x.com/i/article/1987428249656569856"
X Link 2025-11-09T08:49Z 11K followers, 115.6K engagements

"$SNDK SanDisk stock price target raised to $1000 by Bernstein on strong earnings (SNDK) [----] . - Bernstein SocGen Group has raised its price target on SanDisk (NASDAQ:SNDK) to $1000.00 from $580.00 while maintaining an Outperform rating. The significant price target increase follows SanDisks second-quarter results that exceeded expectations with revenue up 31% to $3.0 billion compared to consensus estimates of $2.67 billion. The company reported non-GAAP earnings per share of $6.20 substantially above the consensus of $3.49. SanDisks third-quarter guidance emerged as the primary catalyst"
X Link 2026-01-30T17:12Z 11K followers, [----] engagements

"The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲)"
X Link 2026-02-05T17:50Z 11K followers, [----] engagements

"$FORM +9.30% $TSEM +6.11% $LITE +3.45% $GLW +2.77% $GFS +2.77% $POET +7.63% (😆) The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI"
X Link 2026-02-06T16:02Z 11K followers, [----] engagements

"$NVTS unveiled a [--] kW all-GaN DC-DC platform for AI data centers $NVTS https://t.co/Quo6WnKlqN $NVTS https://t.co/Quo6WnKlqN"
X Link 2026-02-09T17:14Z 11K followers, 92.1K engagements

""Applied Materials Inc. today announced that Samsung Electronics will join the new $5 billion EPIC Center in Silicon Valley. Applieds EPIC Center will open this year as the worlds largest and most advanced facility for collaborative semiconductor process technology and manufacturing equipment R&D." https://finance.yahoo.com/news/applied-materials-announces-samsung-electronics-142500351.html https://finance.yahoo.com/news/applied-materials-announces-samsung-electronics-142500351.html"
X Link 2026-02-12T09:51Z 11K followers, [----] engagements

"Please take a look at this article introducing Japanese photonics-related companies including [--]. Sumitomo Electric [--]. Hamamatsu Photonics [--]. Mitsubishi Electric [--]. Kyocera [--]. Ibiden [--]. Disco [--]. Anritsu [--]. NTT Based on my experience in the photonics industry Id like to take a deep dive into Disco. As you know without Discos ultra-thinning technology HBM would likely be infeasible Additionally I want to include other key players like TEL and Hitachi High-Tech. Hitachi in particular is focusing on optical packaging after acquiring "VLC Photonics" which remains one of the most significant"
X Link 2026-02-13T02:24Z 11K followers, 36.8K engagements

"This post written by @Tesla_Teslaway went viral in Korean yesterday. I am sharing the English version now. The AI era is a "Bottleneck Relay Race" where solving one hurdle like GPU or HBM shortages immediately shifts the pressure to the nextcurrently moving from Advanced Packaging to the Power Wall and Optical Interconnects. By tracking these shifting "walls" investors can pinpoint the next "golden key" sectors; judging by current market trends (just based on my thought you can have your own thought as well) the focus is now squarely on Energy Infrastructure and Next-Gen Networking such as"
X Link 2026-02-13T07:42Z 11K followers, 33.4K engagements

"$POET Awards arent enough. How much longer do we wait Show us. @PhotonCap I don't think we should give that much weight to these awards by lightwavelogic but that's just my personal opinion 🤷🏻♂ @PhotonCap I don't think we should give that much weight to these awards by lightwavelogic but that's just my personal opinion 🤷🏻♂"
X Link 2026-02-14T00:48Z 11K followers, [----] engagements

"$META needs SK hynix's DRAM and NAND flash for their AI models and applications. "This includes optimizing wearable devices by leveraging SK hynixs low-power DRAM and NAND flash storage supporting the development of AI-based models and applications for wearables and exploring collaboration on the establishment of a dedicated Meta AI data center in Korea." SK Group & Meta Discuss HBM Supply AI Glasses https://share.google/wZCIU8Ipt5B4IRw9o https://share.google/wZCIU8Ipt5B4IRw9o"
X Link 2026-02-14T07:31Z 11K followers, 34K engagements

"$GFS silicon photonics💯 "GlobalFoundries expects strong quarterly revenue on chips demand from data centers GlobalFoundries said it doubled silicon photonics revenue to over $200 million last year and expects it to nearly double again this year." https://m.economictimes.com/tech/technology/globalfoundries-expects-strong-quarterly-revenue-on-chips-demand-from-data-centers/articleshow/128217049.cms https://m.economictimes.com/tech/technology/globalfoundries-expects-strong-quarterly-revenue-on-chips-demand-from-data-centers/articleshow/128217049.cms"
X Link 2026-02-14T07:48Z 11K followers, [----] engagements

"SK hynix x $NVDA $META $GOOGL $MSFT lecture by Prof. Joungho Kim at KAIST Korea https://youtu.be/_JK1oCP60IQsi=pRrpJMY3cW3bt6W4 $META needs SK hynix's DRAM and NAND flash for their AI models and applications. "This includes optimizing wearable devices by leveraging SK hynixs low-power DRAM and NAND flash storage supporting the development of AI-based models and applications for wearables and exploring https://youtu.be/_JK1oCP60IQsi=pRrpJMY3cW3bt6W4 $META needs SK hynix's DRAM and NAND flash for their AI models and applications. "This includes optimizing wearable devices by leveraging SK"
X Link 2026-02-14T18:56Z 11K followers, [----] engagements

"Regarding this I believe optical interconnects still face a number of hurdles that must be cleared first. Currently its application is largely confined to rack-to-rack connectivity but I anticipate it will eventually need to be integrated into shorter-reach solutionssuch as photonic fabrics for XPU-to-XPU and XPU-to-memory communications. (Of course depending on the specific application sticking with copper lines may remain more efficient particularly from a cost-benefit perspective.) While market attention could rapidly pivot elsewhere such as energy/storage/or something else at any given"
X Link 2026-02-14T23:46Z 11K followers, [---] engagements

"I just finished reading a fascinating article by Damnang2. While there are plenty of data-heavy reports on AMD these days this piece offers a rare insiders perspective. Its a must-read for anyone looking to understand the 'why' behind AMDs grand design. Ive finished a subscriber only deep dive on AMD. If youre interested in AMD Im confident youll find it genuinely useful. Grab a cup of coffee and lets chat. ☕ https://t.co/fI30TUrZZR Ive finished a subscriber only deep dive on AMD. If youre interested in AMD Im confident youll find it genuinely useful. Grab a cup of coffee and lets chat. ☕"
X Link 2026-02-16T07:05Z 11K followers, [---] engagements

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