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@crux_capital_ Avatar @crux_capital_ Gaetano

Gaetano posts on X about ai, $lite, $poet, $cohr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXXX% countries XXXX% fashion brands XXXX% exchanges XXXX%

Social topic influence ai #5859, $lite #2, $poet #2, $cohr #5, $nvda #569, stack #166, $almu #1, $mrvl #1, if you 4.73%, $tsem #2

Top accounts mentioned or mentioned by @betagraph @thestocksking @deitaone @mikealfred @theodoreinvest @fransbakker9812 @theodore_invest @inquisitivemk @unusualwhales @markosaaig @dolorescapital @joe59017 @equityclimb1 @pearsonpc @rm3700256 @beuvingjordy @j_aja4 @cryptobruhdd @fundmyfund @jjperaltaa

Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) NVIDIA Corp. (NVDA) Marvell Technology Inc (MRVL) Tower Semiconductor Ltd (TSEM) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Rockwell Automation (ROK) Symbotic Inc. Class A Common Stock (SYM) Ciena Corporation (CIEN) Applied Materials, Inc. (AMAT) Tesla, Inc. (TSLA) Vertiv Holdings Co (VRT) GlobalFoundries, Inc. (GFS) Corning Incorporated (GLW) Intuitive Surgical, Inc. (ISRG) Palo Alto Networks Inc (PANW) Crowdstrike Holdings Inc (CRWD) Okta Inc (OKTA) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Centrus Energy Corp. (LEU) Nebius Group N.V. Class A Ordinary Shares (NBIS) Advanced Micro Devices (AMD) Entegris, Inc. (ENTG) Linde PLC (LIN) Broadcom, Inc. (AVGO) Fluence Energy, Inc. Class A Common Stock (FLNC) Teradyne, Inc. (TER) Rubrik, Inc. (RBRK) Arista Networks Inc (ANET) Oklo Inc. (OKLO) Electroneum (ETN) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Zscaler Inc (ZS) MACOM Technology Solutions Holdings, Inc (MTSI) Fabrinet (FN) Taiwan Semiconductor (TSM) UiPath, Inc. (PATH) Adobe, Inc. (ADBE) Cream (CRM) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Cipher Mining Inc. Common Stock (CIFR) IBM (IBM) OpenServ (SERV)

Top Social Posts

Top posts by engagements in the last XX hours

"Layer X - The Disruptors (Photonics & Physics Breakthroughs) $POET $ALMU $LITE $LWLG This layer captures emerging paradigm-shifting architectures: wafer-scale compute photonic I/O optical circuit switching and physics-driven designs that break todays limits. Why it matters - These technologies change how entire AI systems are built and where the bottlenecks move. Investor angle - High beta exposure to technologies that can reshape infrastructure"
X Link 2025-12-04T13:52Z 5332 followers, 3291 engagements

"Layer X - The Foundry (Manufacturing Across All Nodes) $TSM $SKYT $TSEM $GFS Where atoms turn into logic. This includes leading-edge 2nm fabs and strategically important specialty fabs producing power RF sensors BCD mixed-signal and defense silicon. Why it matters - AI demand pressures every node not just the cutting edge. The entire silicon spectrum scales together. Investor angle - Multi-year capex pipelines national-security support and huge barriers to entry"
X Link 2025-12-04T13:52Z 5330 followers, 3766 engagements

"Layer XX - The Digital Worker (Agentic Software) $GOOG $MSFT $ADBE $CRM $PATH AI shifts from tools to autonomous workers. Agents complete tasks create output and interact with workflows. Pricing moves toward paying for outcomes rather than software seats. Why it matters - This is the software layer where AI touches productivity and revenue directly. Investor angle - Early but enormous potential to reshape enterprise economics"
X Link 2025-12-04T13:52Z 5329 followers, 2112 engagements

"$PGY in my buy zone Will be building in this 27-30 range If you are interested in this name ill be posting a deep dive/thesis in the next few days Follow along for updates Not financial advice"
X Link 2025-09-30T14:23Z 4998 followers, 4281 engagements

"$POET Technologies reported its third-quarter 2025 financial results yesterday. This quarter was particularly important as its the first financial report since the company secured its war chest in October with a raise of over $XXX million. This influx of capital has fundamentally shifted the investment thesis. The primary risks for POET has long been a combination of financial technical and commercial hurdles. With the financial questions now largely answered for the foreseeable future the markets focus must shift to the remaining risks: can the company execute and is its strategy the right"
X Link 2025-11-14T17:37Z 4924 followers, 3797 engagements

"Copper can't keep up with the AI explosion. $LITE $POET $COHR Photonics is essential for the modern data center Breaking bandwidth bottlenecks with light. Its faster greener and scalable efficiently powering the future of cloud computing and next-gen networks. $NVDA"
X Link 2025-11-24T13:04Z 4978 followers, 4292 engagements

"1 Nvidia $NVDA NVDA remains the closest thing to a core position in the sector because so much work still relies on accelerated compute. I dont see it as a bet on endless GPU demand but rather its exposure to a company with real influence over system design software ecosystems and the economics of training. NVDA gives a portfolio baseline participation in model scaling enterprise adoption and hyperscaler expansion without needing to guess which workloads win. Their roadmap matters less for its specific specs and more for the direction it sets for the rest of the industry. To me NVDA creates"
X Link 2025-11-30T00:53Z 4911 followers, XXX engagements

"2 Lumentum $LITE LITE shows up consistently because optical bandwidth increasingly sits at the center of scaling limitations. I keep them in my research universe because they touch key components - InP lasers modulators silicon photonics - that matter as clusters get denser and electrical interconnects strain. I dont view LITE as a narrow CPO trade. Its a way to capture the gradual shift toward photonics across multiple layers of infrastructure. As models grow and data movement becomes more expensive companies in this category tend to absorb more of the spend. In a portfolio LITE acts as a"
X Link 2025-11-30T00:53Z 4911 followers, XXX engagements

"100kW rack densities and 224Gbps data rates exceed the physical limits of standard commodities. The next phase of infrastructure construction relies on specific material substitutions: Isotopes for thermal management Photonics for bandwidth and Superalloys for high-density power generation. $ASPI $ALMU $POET $GLW $LEU"
X Link 2025-11-30T03:33Z 5021 followers, 1725 engagements

"🚨Save this as a simple cheat sheet for what these frequently talked about companies actually do in AI. $NBIS $NVDA $AMD $CIFR $POET This is a broad overview of how each one fits into the AI buildout. Enough so that you can read a ticker and picture the real-world business behind it. Nebius AI $NBIS Nebius builds and runs AI data centers. Think of them as landlords and utilities for GPUs: they secure the power buildings and infrastructure so customers can rent compute instead of buying their own. Their focus is on AI-first facilities that are tuned for dense GPU clusters cooling and high"
X Link 2025-11-30T15:19Z 5055 followers, 12.8K engagements

"At 2nm chipmaking runs into a strange problem: The ink used to draw the circuit sometimes reacts and sometimes doesnt. $Q Not because anyone made a mistake but because the light hits some spots more than others. That randomness creates tiny gaps and rough edges that ruin chips. Metal-oxide resists (MOR) change the game. They grab more of that light react more reliably and make the printed patterns much cleaner. Thats why companies like Qnity $Q matter. They provide the materials that turn inconsistent patterns into consistent yield which directly impacts how many good chips come off the line"
X Link 2025-12-01T00:18Z 5066 followers, 1908 engagements

"A solid grasp of this layer gives helpful context for the rest of the stack $ENTG $LIN $Q $MTRN $AMAT How materials chemistry and fabrication interact with the chips and systems investors follow. Highly recommend checking it out"
X Link 2025-12-01T15:00Z 5024 followers, 3014 engagements

"What do you think happens to $LITE if $NVDA gets into China in a meaningful way"
X Link 2025-12-01T16:01Z 5012 followers, 1143 engagements

"One of the most important shifts in AI infrastructure is happening inside the optical layer. $LITE $COHR The industry is leaning heavily on 200G Indium Phosphide EML lasers the light sources that sit inside every 800G and 1.6T link. Demand is climbing quickly as clusters move to higher speeds and larger network footprints. Only a limited group of facilities worldwide can produce these lasers at high yield. Most 800G modules use four. Standard 1.6T designs use eight. Early 3.2T prototypes in the field rely on either sixteen 200G lanes or eight 400G lanes which increases the pull on III-V laser"
X Link 2025-12-01T22:24Z 5137 followers, 7913 engagements

"Its definitely run very fast My rule of thumb flr this type of chart is to wait for a pullback to a support level take a 25-50% position and then DCA from there. I still own a majority of my position in $lite. Very comfortable at these levels for the long term for me. That being said I always trade a small portion of my position around my core holding and buy back at support. I believe the market will be very volatile these next few weeks and will provide another buy op where ill add to my position"
X Link 2025-12-01T23:37Z 4911 followers, XXX engagements

"$LITE stock was under some pressure this morning I believe it is partly due to $CRDO earnings I've seen the highlights of the earnings but I am going to go in and listen soon I'll post my thoughts later today on what impact Credo's updates has on Lumentum Notis on"
X Link 2025-12-02T19:42Z 4911 followers, 1392 engagements

"🚨 $IBM CEO Says the AI Buildout Doesnt Work at Todays Costs. Lets unpack what that actually means. Arvind Krishnas statementt is simple: If you freeze the world exactly as it exists today - current power costs current cooling limits current optical economics current utilization then a X GW AI data center really does cost something like $80B. Scale that to global demand and the capex crosses trillions. On that snapshot the ROI looks rough. But there is a key phrase in his statement at todays cost structure and tech stack. So lets talk about what today actually looks like and why several of"
X Link 2025-12-05T12:49Z 5174 followers, 2256 engagements

"@joe59017 I like them both But yes I have a larger position in $lite"
X Link 2025-12-08T01:11Z 5009 followers, XXX engagements

"@Mr_Derivatives The Celestial AI news was significant. Rough timing for the downgrade"
X Link 2025-12-08T14:34Z 5098 followers, XXX engagements

"@unusual_whales What companies is everyone tracking here"
X Link 2025-12-08T15:41Z 5108 followers, XXX engagements

"This is textbook execution of a wartime pivot. $LITE By vertically integrating Lumentum did more than boost margins They secured a defensible moat Transforming from a replaceable parts vendor into a critical strategic partner for the AI arms race"
X Link 2025-11-28T15:28Z 5174 followers, 5528 engagements

"🚨 Robotics in the Spotlight $ROK $SYM $TSLA $SERV We are really so early on all of this. We have to find the winners. When I see news like this I first think of applications in the following: - robots that weld assemble and handle parts in factories - warehouse / logistics robots that move boxes and pallets - machine-vision and control systems that let those robots see and coordinate - emerging humanoid robots aimed at doing repetitive industrial work Some of the names covering these areas: Rockwell Automation $ROK largest pure-play U.S. industrial-automation company controls software and"
X Link 2025-12-03T21:47Z 5225 followers, 8183 engagements

"Layer X - The Toll Booths (Fab Equipment + Test & Burn-In) $ASML $AMAT $LRCX $AEHR Every chip requires lithography deposition etch metrology packaging and finally burn-in and reliability testing. These companies supply the tools that make semiconductor production possible. Why it matters - Without equipment no fabs run. Without testing no chip ships. Investor angle - Oligopoly-level moats and consistent demand across every node and market cycle"
X Link 2025-12-04T13:52Z 5229 followers, 2900 engagements

"Layer X - The Compute (GPUs Custom Silicon HBM) $NVDA $AMD $AVGO $MRVL $MU This is the AI engine room: GPUs for training custom ASICs for inference and High Bandwidth Memory as the throughput lifeline. Why it matters - AI performance depends on feeding chips fast data. Compute is evolving toward workload-specific architectures. Investor angle - Explosive growth with major architectural shifts underway"
X Link 2025-12-04T13:52Z 5235 followers, 2754 engagements

"Layer X - The Power Plant (Energy & Grid) $GEV $VRT $FLNC $LEU AI demand is colliding with grid constraints. Hyperscalers are turning to behind-the-meter power: gas turbines microgrids HV gear SMRs solar deployments batteries and nuclear-grade materials. Why it matters - Compute follows power. Energy availability determines which regions can support AI growth. Investor angle - Turbines transformers substations storage nuclear fuel and grid upgrades enter a multi-year capex boom"
X Link 2025-12-04T13:52Z 5238 followers, 2696 engagements

"Layer X - The Sovereign Cloud (Infrastructure & Borders) $MSFT $AMZN $GOOGL $NBIS $ORCL Countries are building their own AI factories: sovereign regions regulated clouds local data centers and national compute capacity. Why it matters - AI is now a national-power asset. Sovereignty drives duplicated infrastructure and long-term demand. Investor angle - Nations overbuild for control increasing TAM far beyond pure efficiency models"
X Link 2025-12-04T13:52Z 5235 followers, 2187 engagements

"Layer XX - The Physical Body (Robotics & Automation) $SYM $ROK $TSLA $TER $ISRG AI leaves the data center and enters the physical world: humanoids warehouse automation manipulators logistics robots and real-world VLA stacks. Why it matters - Robotics is a major link between AI and real GDP productivity. Investor angle - A direct play on labor shortages automation and real-world deployment"
X Link 2025-12-04T13:52Z 5238 followers, 2939 engagements

"🚨 I've got some good content coming this weekend $RBRK $TSLA $ROK $LITE X - An analysis of $RBRK earnings and what it means for the entire 'Security' layer of the AI investment $CRWD $PANW $OKTA X - Similar to my '12 Layer' Framework for investing in AI infrastructure I'll be posting my investment framework for capturing the entire Robotics build out from the actuators to sensing to the end markets X - A brain dump post about the most recent $LITE PT upgrade and what its telling about the stage of the photonics sector X - A summary of my Layer 2B deep dive. Honing in on the structural"
X Link 2025-12-06T02:43Z 5220 followers, 3057 engagements

"For those of you watching $LITE Or want to learn more about photonics and why they are gaining so much traction You've got to check out this breakdown and read the full report"
X Link 2025-12-07T00:25Z 5220 followers, 21.4K engagements

"Thank you for explaining Yeah I can see where you are coming from if there is concern about a global recession. There is definitely alot of growth priced in to many of these names and if that growth is challenged in a meaningful way there is significant downside risk Gotta stay nimble always"
X Link 2025-12-09T03:57Z 5236 followers, XX engagements

"🚨 A Big Update on Optics A Potential Timeline Shift $LITE $COHR $NVDA GF Securities (a major Asia-based research house covering hyperscaler networking and optics) released a new note with an important update on NVIDIAs 2027 Rubin Ultra architecture. GF now expects NVIDIA to introduce co-packaged optics into one version of Rubin Ultra specifically for Scale-Up networking (the rack-to-rack NVLink path) rather than just the expected Scale-Out switches. Not across the whole system. Not replacing the copper inside the compute tray. But targeting the optical boundary that connects large GPU"
X Link 2025-12-11T12:00Z 5244 followers, X engagements

"With the $300M+ commercial floor from Fab XX And the high-margin moat from TaaS $SKYT is now positioned to attack multiple massive growth markets. Let's break down what I believe to be the X largest growth engines"
X Link 2025-11-19T16:03Z 5327 followers, 13.2K engagements

"I just published a deep dive on Symbotic $SYM This company is reshaping the physical flow of goods in a way most investors still underestimate. If you care about automation AI infrastructure or the future of retail logistics this one is worth your time. Here's a sneak peak🧵"
X Link 2025-12-01T03:53Z 5321 followers, 7157 engagements

"🚨Why I think $MRVL acquisition of Celestial AI is a MASSIVE tailwind for $POET technologies Marvell just shook the semiconductor stack. The Celestial AI acquisition $3.25B upfront potentially $5.5B is more than a headline. Its a direct swing at the memory wall. A very loud message that the next phase of AI scaling runs on light not electrons. Credits to Marvell for locking down the Photonic Fabric. Fair. They NEEDED that IMO. Its one of the most important architectures in the industry. But if your analysis stops there youre overlooking the second-order name with far more torque: POET"
X Link 2025-12-03T12:30Z 5326 followers, 118.2K engagements

"Thoughts on $CRDO earnings as a $LITE Bull $LITE stock was getting hit yesterday and I think part of it was people reacting to headlines from Credos earnings. So lets unpack this properly. First off hats off to Credo. They delivered. Again. XXX% YoY revenue growth. Next quarter guide: $340M. Crushing it AI spending is not slowing down. Its accelerating. Hyperscalers are building infrastructure at a record pace and the plumbing of the data center is running just as hot as the GPUs powering it. This is all good news right now for the entire interconnect stack. Both copper and optical. X Yes"
X Link 2025-12-03T14:27Z 5327 followers, 42.1K engagements

"@DeItaone $SMR $APD $VRT $ENPH $ABB To name a few"
X Link 2025-12-03T20:45Z 5323 followers, XXX engagements

"I think $ALMU has the greatest chance of being a 10x in X years while also having the lowest chance of dropping XX% in the meantime from these levels. There are lots of emerging tech companies and suppliers that have massive potential but also massive risk. ALMU has a solid floor with all the gov contracts that fund operations and allows them to validate their tech with some of the most stringent agencies in the world From there they can push the limits and create massively disruptive tech and figure out how to commercialize at scale They make some really bold claims that I would typically"
X Link 2025-12-04T04:10Z 5321 followers, 1422 engagements

"If you want to invest in AI with clarity you need to see the entire system end to end $POET $NVDA $GOOG $GFS $AMAT I mapped the entire 12-Layer stack Every bottleneck every physics wall every place value accrues. Heres the full system 🧵"
X Link 2025-12-04T13:51Z 5327 followers, 100.9K engagements

"Layer 2A - The Atoms (Consumables & Chemicals) $ENTG $LIN $CCMP These are the ultra-pure chemicals gases slurries cleans and resists fabs use every hour. Every wafer pass consumes materials that must meet near-perfect purity standards. Why it matters - AI scaling depends just as much on chemical precision as transistor counts. Purity equals yield. Investor angle - High recurrence high visibility and protected by strict copy exact rules. (Report posted on SS)"
X Link 2025-12-04T13:52Z 5330 followers, 4043 engagements

"Layer 2B - The Physics Wall (Structural & Enabling Materials) $ASPI $GLW $COHR $ALMU $CRS This layer contains the hard materials that keep the AI stack operating under massive heat power and bandwidth loads. Isotopically pure silicon immersion fluids glass substrates photonics materials nuclear fuel and advanced alloys all live here. Why it matters - AI has reached physical limits. Scaling requires newer materials that manage heat power and mechanical stress. Investor angle - Scarcity + irreplaceability define the economic moat. (Report in progress available by 12/7)"
X Link 2025-12-04T13:52Z 5322 followers, 3721 engagements

"Layer X - The Nervous System (Networking Optics Interconnects) $LITE $COHR $CRDO $ANET $CIEN This moves data between chips racks and clusters. Copper is strained at high speeds pushing the industry toward photonics optical switching and ultra-low-latency fabrics. Why it matters - Modern AI clusters are communication systems. Bandwidth and latency shape model performance as much as compute. Investor angle: Massive TAM expansion driven by cluster density"
X Link 2025-12-04T13:52Z 5323 followers, 7408 engagements

"🚨Data Centers Are Pushing the U.S. Power Grid Toward Its Limits $VRT $ETN $VST $CEG $TE $OKLO AI demand keeps climbing and the strain is showing up everywhere Power thermal transmission fuel and nuclear. Here are some of the names that keep surfacing and how Im thinking about this sector moving forward. $VST Vistra is becoming one of the most closely watched power players in the U.S. A fleet of gas + nuclear assets. Direct exposure to wholesale pricing. And now hyperscalers exploring long-term power arrangements around key units. Their footprint puts them right in the middle of several"
X Link 2025-12-04T20:59Z 5327 followers, 55K engagements

"📝A Quick Breakdown of the $POET QCi Partnership There are a lot more eyes on $Poet recently I wanted to touch again on what I believe to be a CRUCIAL partnership that was recently announced Last month (11/11) POET announced a collaboration with Quantum Computing Inc. $QUBT to co-develop a XXX Tbps optical engine using 400G-per-lane TFLN modulators. It didnt get the same attention as the MarvellCelestial deal or the broader optics headlines but honestly it is a really big deal Let's dig in to why as an investor I was really excited to see this partnership form . This is a road map signal."
X Link 2025-12-05T20:09Z 5326 followers, 13K engagements

"🚨A SURGE IS BUILDING ACROSS AI SECURITY $RBRK $CRWD $ZS $PANW $S $OKTA $NET As AI infrastructure scales most of the attention goes to GPUs optics power cooling and networking. There is a parallel layer rising that keeps all of that safe. The AI Security Layer. The immune system of the stack. AI changes the physics of enterprise risk. Models store high value data. Agents take actions without human review. Identities multiply through automation. Attacks happen at machine speed. Enterprises want controls that operate at the same speed. The last month of earnings made it clear that spending is"
X Link 2025-12-08T01:58Z 5328 followers, 12.4K engagements

"AI clusters are blowing past the limits of copper power and rack design. $LITE $COHR $CRDO $POET $ALMU $MRVL Photonics is not optional. It is the only scalable way in the near future for hyperscalers to keep adding bandwidth without hitting hard thermal or congestion walls. That is exactly what every company in this thread has been signaling recently"
X Link 2025-12-08T14:54Z 5332 followers, 27.9K engagements

"📑Unpacking the Robotics Frontier $TSLA $NVDA $SYM $ROK $ISRG Robotics is expanding across more of the real economy than I ever expected. The deeper I go the clearer it becomes that what looks like a single category is actually a set of industries each evolving on its own timeline. This shift is accelerating now because automation is finally meeting two pressures that matter most: persistent labor scarcity and rising physical complexity across every major sector. This thread is the framework that helped me make sense of the entire landscape🧵"
X Link 2025-12-09T12:51Z 5331 followers, 12.7K engagements

"A clear structure for a complex space Separating robotics into individual industries reveals how different these worlds really are. Factories scale through precision. Warehouses scale through density. Healthcare scales through outcomes. Oceans farms construction sites and space stations each follow their own physics and economics. The return on autonomy is improving faster than the cost of deployment which is why multiple industries are hitting inflection points at once. Understanding these lines brings the sector into focus"
X Link 2025-12-09T12:52Z 5320 followers, XXX engagements

"Keeping the scope to U.S. markets To keep this map clean and investable I'm focusing only on companies listed on Nasdaq and NYSE. There are exceptional players globally and privately but staying within U.S. major listings creates a consistent lens for comparing business models financials and regulatory paths. This also matters now because capital is consolidating around platforms with strong balance sheets and scalable deployment models qualities easier for me to track within U.S.-listed companies. With the scope set here is how the robotics frontier breaks out"
X Link 2025-12-09T12:52Z 5321 followers, XXX engagements

"Industrial Automation $ROK $TER $AMAT Industrial automation is the anchor of the robotics world. Reshoring has pushed factories toward automation-first design making systems from $ROK and $TER essential infrastructure. $AMAT brings robotics deep into semiconductor manufacturing where precision and repeatability define output. Adoption is accelerating now because the cost of labor volatility exceeds the cost of automation. A reversal that changes plant economics entirely"
X Link 2025-12-09T12:52Z 5327 followers, XXX engagements

"Logistics Robotics Warehouses are evolving into dense high-throughput machines and robotics defines their ceiling. $SYM structures the physical flow of goods while $ZBRA orchestrates the digital workflow around it. $GXO scales these systems inside real operations. The inflection here is straightforward: cubic-foot efficiency is now the limiting factor and robotics is the only answer that keeps pace with e-commerce velocity"
X Link 2025-12-09T12:52Z 5332 followers, XXX engagements

"Defense Robotics (The Drone Layer) Defense is where drones have found product-market fit. Companies like $AVAV and $KTOS reflect the transition toward unmanned attritable systems that can be produced quickly and deployed at scale. Momentum is building because modern conflict demands platforms that are flexible expendable and constantly iterated. Characteristics where robotics has a structural advantage over manned systems"
X Link 2025-12-09T12:52Z 5324 followers, XXX engagements

"Field Robotics Agriculture mining construction and utilities remain some of the least automated but most labor-constrained industries. $DE and $TRMB are pushing autonomy into machines that historically required full manual control while $CAT advances in mining and construction. The adoption curve is steepening because the ROI shows up immediately: fewer injuries lower operating costs and higher utilization in environments that never shut down"
X Link 2025-12-09T12:52Z 5321 followers, XXX engagements

"Maritime Robotics Subsea infrastructure creates one of the most robotics-dependent environments on earth. $OII and $HII operate ROVs and UUVs for inspection repair and naval applications where pressure communication and reliability define the challenge. Demand is rising as offshore wind expands subsea cables multiply and defense requirements shift toward persistent ocean awareness"
X Link 2025-12-09T12:52Z 5326 followers, XXX engagements

"Autonomous Transport Autonomous transport is becoming the connective layer between factories warehouses and distribution networks. $AUR and $MBLY are building the driver agents for heavy trucking while $JOBY and $ACHR are pioneering electric aerial mobility. The catalyst here is the breakdown of the traditional logistics model. Driver shortages and insurance costs are pushing fleets to adopt autonomy not as a luxury but as a survival mechanism"
X Link 2025-12-09T12:52Z 5332 followers, XXX engagements

"Space Robotics Space robotics is shifting from imagination to infrastructure. $RKLB and $RDW are developing systems for satellite servicing autonomous assembly and in-orbit manufacturing. The catalyst here is the rapid build-up of assets in Low Earth Orbit (LEO) the zone roughly XXX to 1200 miles above the planet where most satellites now operate. As LEO fills with commercial defense and communications hardware robotic maintenance becomes a requirement rather than an option and this is where the next wave of orbital growth will depend"
X Link 2025-12-09T12:52Z 5327 followers, 9792 engagements

"Bio-Automation Bio-automation expands robotics into the realm of scientific throughput. $AZTA and $TMO build systems that automate sample prep storage and high-throughput experimentation. This area is inflecting because biology is becoming a computational discipline and robotic execution is what feeds AI models with cleaner faster larger datasets"
X Link 2025-12-09T12:52Z 5327 followers, 1157 engagements

"Photonics is on fire today $ALMU $POET $LITE $COHR $AAOI Follow my page if you want to learn more about this sector I post a ton of digestible content and education"
X Link 2025-12-09T15:54Z 5331 followers, 4052 engagements

"🚨A lot is happening in photonics right now Its worth understanding the basics clearly. $LITE $COHR $POET $ALMU $MRVL My primary goal here is to help investors navigate this space with confidence. Tomorrow morning Ill share my Photonics XXX post An overview of what photonics actually is Why it matters for AI scaling How the major players fit together. Its designed to be a reference you can come back to anytime. You won't want to miss this"
X Link 2025-12-10T00:59Z 5332 followers, 13.3K engagements

"LIGHT SOURCES (where the light begins) $LITE $MTSI $AIXA $ALMU $COHR Coherent supplies lasers used for long-reach datacenter links where stability and distance matter. These devices must remain stable across temperature swings aging and continuous load. They anchor regional and metro optical transport systems. Coherents roadmap closely follows rising cloud and AI bandwidth requirements. $LITE Lumentum provides lasers used inside many high-volume short-reach optical modules. Their refresh cycles often match hyperscaler upgrade patterns. Laser efficiency influences module heat power and"
X Link 2025-12-10T13:35Z 5332 followers, 2408 engagements

"OPTICAL ENGINES (convert electrical data into light) $POET POET builds optical engines that integrate multiple photonic functions at wafer scale. Removing alignment steps cuts cost and simplifies manufacturing. Their approach supports external light sources and flexible module designs. POET aims to make optical engines easier to scale as AI racks grow more optical. $MRVL Marvell is integrating photonics directly into networking silicon. Shorter electrical paths reduce heat and power in dense systems. Their acquisitions reflect a long-term commitment to optical fabrics. Marvells roadmap aligns"
X Link 2025-12-10T13:35Z 5330 followers, 2147 engagements

"TRANSCEIVERS (send light between racks) $COHR $AAOI $CIEN $FN $LITE Lumentum ships many of the 800G and emerging 1.6T modules powering todays AI clusters. They also build optical switches that reduce hop count and congestion. Their scale gives them early visibility into hyperscaler demand. Lumentums transceiver roadmap aligns directly with rising port density per rack. $COHR Coherent builds the long-distance ZR and ZR+ coherent optics used for metro and regional datacenter connectivity. These modules deliver high bandwidth over extended distances with low error rates. They support distributed"
X Link 2025-12-10T13:35Z 5331 followers, 1956 engagements

"FOUNDRY + MANUFACTURING $FN $GFS $AIXA $POET $FN $TSEM Tower manufactures silicon-photonics wafers for multiple companies. Their specialty processes allow firms to prototype and scale without owning a fab. Manufacturing access remains a bottleneck in photonics. Tower gives companies a path to bring photonic devices to market efficiently. $GFS GlobalFoundries is one of the volume leaders in silicon-photonics manufacturing. Many fabless photonics and optical-engine companies rely on their capacity. They support large-scale repeatable production across multiple customer programs. GFS is one of"
X Link 2025-12-10T13:35Z 5326 followers, 1423 engagements

"Since this post: $LITE +29% 🟢 $CRDO -XX% 🔴 Why"
X Link 2025-12-10T16:55Z 5331 followers, 16.4K engagements

"@theodore_invest Thanks brother"
X Link 2025-12-11T13:25Z 5326 followers, XXX engagements

"I've spent the last week deep-diving into the physical infrastructure of AI What I found blew my mind. There's a critical non-negotiable resource dependency that underpins the entire revolution. Let's dive in.🧵 $NVDA $ITRI $XYL $ITRI $BMI"
X Link 2025-10-15T12:34Z 5294 followers, 1718 engagements

"@FransBakker9812 @tune_ventures @IBKR I was literally just thinking about how its been a month since someone told me poet is a scam😂 I am about due so this is good"
X Link 2025-12-05T02:25Z 5302 followers, XXX engagements

"@JeffBro52400644 Hey man run me through the math you did here"
X Link 2025-12-11T16:58Z 5321 followers, XX engagements

"@amitisinvesting Recently did a whole thread and research report on $SNPS and $CDNS if anyone is interested Also covers this entire 'layer' of the AI trade"
X Link 2025-12-01T14:56Z 5328 followers, XXX engagements

"The SynopsysNVIDIA announcement today feels like one of those moments where the industrial side of AI steps into full view for a second. $SNPS $NVDA $CDNS A $2B equity investment. A multi-year plan to combine CUDA acceleration physics-aware simulation agentic design tools and Omniverse digital twins into a single environment. For once its not a headline about GPUs or data centers. A headline about the engines that design them. Layer X has always been an interesting place to watch because so many of the hard problems show up here first. As the industry pushes toward 2nm chiplets CPO and denser"
X Link 2025-12-01T16:13Z 5327 followers, XXX engagements

"🚨 MAJOR Upgrade for $LITE and what it's signaling. Rosenblatt lifted their price target on $LITE to $XXX after meeting with management and the note basically reinforced some things we've been talking about Lumentum is one of the most leveraged names to the next cycle of AI optical scale. Not only does it have the hype. Not only does it have the narrative. It has the actual physics and capacity to back it up Here is the bigger picture. X. This upgrade signals confidence in the AI optical cycle. Rosenblatt is now modeling FY26 and FY27 above Street by a meaningful margin. Not because sentiment"
X Link 2025-12-07T21:38Z 5327 followers, 6914 engagements

"The story of $SKYT and why it's a core allocation 📔 SkyWater spent years as a focused U.S. foundry supporting defense aerospace and specialty programs. Important work but limited scale. 2025 changed the trajectory. The Texas acquisition took SkyWater from a small high-mix operation to a mid-scale manufacturing platform with meaningful commercial weight. The company added an operating fab with real customers a workforce of roughly 1000 people and a revenue base above $300M. Capacity expanded immediately. The business profile expanded with it. The effect showed up the moment Q3 results were"
X Link 2025-12-08T19:22Z 5328 followers, 5170 engagements

"🚨POETs 1.6T News Drop Today If you are tracking $POET you need to know the significance of this announcement $POET announced a 1.6T transmitter today. Here is why this is a real moment for the optical stack. 1.6T is the bandwidth the next wave of AI systems requires. Most designs start to break at that level because thermal load RF noise and packaging limits get exposed. POET built a 1.6T engine that avoids those limits entirely by removing wires and lenses and moving to a wafer-level integration approach. This is the direction high-density optics has to move if AI clusters keep scaling."
X Link 2025-12-09T02:16Z 5327 followers, 15K engagements

"FIBER + PHYSICAL LAYER $GLW Corning supplies the fiber and connectors that move optical signals through racks and datacenters. AI systems require significantly higher fiber density than traditional cloud servers. Better fiber reduces signal loss and supports higher bandwidth. Corning enables the physical build-out of modern optical networks"
X Link 2025-12-10T13:35Z 5327 followers, 1572 engagements

"Thanks for reading it The idea may sound simple when you first hear it. The hard part about this is growing the compounds for lasers attaching everything with very tight precision keeping it stable under heat and doing all of that with high yield. Only a small group of companies can do this at scale which is why the supply chain is so concentrated"
X Link 2025-12-11T19:46Z 5326 followers, XX engagements

"🚨There is a ton of momentum building in photonics right now. $POET $MRVL $LITE $COHR $AAOI $TSEM $CIEN Every part of the stack is heating up and management teams have basically spent the last month broadcasting the same story. Lets dig into some of the recent bits Ive been watching. $LITE Q1 revenue up XX% YoY to $533.8M with next quarter guided to $650M hitting their mid-2026 target two quarters early. Management pointed to cloud-optics demand running well above supply with transceivers optical circuit switches and early co-packaged optics driving the next leg. $COHR AI data centers and"
X Link 2025-12-03T19:47Z 5325 followers, 112.4K engagements

"Layer X - The Blueprints (EDA / Chip Design Software) $SNPS $CDNS This is where every chip begins. Before a wafer ever enters a fab these tools simulate how electrons will behave at near-atomic scales. They solve physics problems digitally long before billions are spent physically. Why it matters - AI chips fail without accurate design. This layer shapes the limits of every processor built above it. Investor angle: Recurring unavoidable software revenue tied directly to each generation of silicon. (Report posted on SS)"
X Link 2025-12-04T13:51Z 5327 followers, 4714 engagements

"Layer XX - The Immune System (Security for Autonomous Systems) $PANW $ZS $CRWD $OKTA As agents proliferate identity permissions and real-time trust become non-optional. This layer protects autonomous systems from bad actors and bad outcomes. Why it matters - AI expansion requires new security primitives built for machine decision-making. Investor angle - Security budgets expand as enterprises adopt autonomous agents"
X Link 2025-12-04T13:52Z 5318 followers, 2168 engagements

"Surgical Robotics $ISRG and $SYK built platforms that improve precision shorten recovery times and generate recurring revenue through instruments. $MDT is scaling its Hugo system as an alternative to Da Vinci focusing on modularity and global hospital adoption where cost sensitivity is higher. This category is hitting its moment because demographics are pushing procedure volumes higher while surgeon availability remains flat. Outcomes and efficiency drive adoption"
X Link 2025-12-09T12:52Z 5318 followers, XXX engagements

"Consumer Robotics Consumer robotics is moving from novelty to appliance. $SN and $IRBT are shaping this category as autonomy improves and price points fall. Momentum is building because reliability has finally crossed a threshold where these systems feel like infrastructure not gadgets and adoption follows that shift"
X Link 2025-12-09T12:52Z 5326 followers, XXX engagements

"$TE and $FLNC both hitting XX week highs There is ALOT of attention right now on energy with the AI buildout. Rightfully so If you can find the alpha and locate the winners and where the market will go the potential for excess returns is significant"
X Link 2025-12-09T19:26Z 5326 followers, 3182 engagements

"🚨If You Invest in Photonics You Need to Read This $ALMU $LITE $POET $COHR $MRVL $AAOI AI systems are squeezing interconnects thermals and materials. The pressure is building at the physical layer. That is why photonics is entering a transition that begins at the wafer and ripples through the entire stack. Jonathan Klamkin CEO of Aeluma Tech recently gave a talk that lays out where this shift may be heading. It is one of the clearest looks you will get into the physics driving next-generation optical systems. When someone working at the materials layer explains what is changing the roadmap"
X Link 2025-12-09T21:51Z 5328 followers, 18.9K engagements

"How the photonics stack works. Photonics is a sequence of steps: Create the light Convert data into light Package it Move it through fiber Route it Manufacture it at scale. Every company mentioned in earnings calls or industry updates fits somewhere in this chain. Thats why multiple companies accelerate at the same time They all serve the same physics-driven trend. Think of this thread as the map"
X Link 2025-12-10T13:35Z 5332 followers, 2323 engagements

"ANALOG + DRIVERS $MTSI $SMTC Semtech builds drivers and TIAs that shape amplify and detect optical signals. These chips maintain signal integrity at extremely high speeds. Driver design often sets the upper bandwidth limit for modules. Semtechs analog components support reliable operation as speeds continue to rise. $MTSI MACOM produces high-speed analog ICs for advanced optical modules. These components influence power consumption and link stability under load. Good analog design improves reach and lowers error rates. MACOMs analog layer is essential for next-generation optical performance"
X Link 2025-12-10T13:35Z 5332 followers, 1451 engagements

"SYSTEMS + NETWORKING $NVDA $ANET $MRVL $AVGO Broadcom supplies switch silicon and optical DSPs that anchor modern datacenter networks. Their chips define bandwidth expectations for each new optical generation. They heavily influence network architecture across hyperscaler deployments. Broadcoms roadmap is one of the clearest signals for future cluster design. $ANET Arista builds Ethernet-based networking systems for clusters ranging from small deployments to 100k-GPU scale. Their platforms emphasize consistent bisection bandwidth across fabrics. Cluster-level performance depends heavily on"
X Link 2025-12-10T13:35Z 5331 followers, 2088 engagements

"@equityclimb1 Speaking to the timelines did you see the report Would like to hear your take on it"
X Link 2025-12-10T18:57Z 5327 followers, XXX engagements

"@TheStocksKing All energy related"
X Link 2025-12-11T20:05Z 5330 followers, XX engagements

"We actually just saw that scenario play out with Marvell and Celestial AI. Marvell agreed to buy Celestial for a few b's to pull a critical photonic fabric technology in house and secure supply for next generation AI data centers. So buyouts can absolutely happen. At the same time though most of the activity in this space is still partnerships supply agreements and strategic stakes. Large buyers do not acquire every specialist. They pick a small number of platforms they think will sit in the core of the future stack. A buyout is possible just not something I treat as the base case for every"
X Link 2025-12-11T20:21Z 5332 followers, XX engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::978566222282444800",
      "creator_name": "MEXC_Official",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1919664587772944384/yLx45XhG_200x200.jpg",
      "creator_followers": 1665615,
      "creator_rank": 1,
      "interactions_24h": 6040079
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1988465685639380992/PNFNFL7O_200x200.jpg",
      "creator_followers": 228610965,
      "creator_posts": 1752,
      "creator_rank": 1,
      "interactions_24h": 1984861016
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1983681414370619392/oTT3nm5Z_200x200.jpg",
    "creator_followers": 229446055,
    "creator_rank": 6,
    "interactions_24h": 239042400,
    "topic_influence": [
      {
        "topic": "ai",
        "count": 179,
        "percent": 3.72,
        "rank": XX
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1763424000,
    "end": 1764115200,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": 1764112847
  },
  "data": [
    {
      "time": 1763424000,
      "followers": 307194,
      "interactions": 2055,
      "posts_active": 20,
      "posts_created": 1,
      "creator_rank": 174482
    }
  ]
}

Schema: