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@nagendraputhane "Thesis crib-sheet: photons born at $LITE sculpted on $TSEM wafers aligned by $FN clocked by $SITM retimed by $MRVL hauled by $CIEN crunched by $NVDA 🔦"
X Link @nagendraputhane 2025-10-10T11:54Z XXX followers, XXX engagements

"5/ $CIEN AI clusters now span regions; WaveLogic X moves XXX Tb/s per over 1000 km"
X Link @nagendraputhane 2025-10-10T11:51Z XXX followers, XX engagements

"@IvanaSpear @OpenAI thoughts on $FN Fabrinet and $LITE Lumentum"
X Link @nagendraputhane 2025-10-09T16:51Z XXX followers, XXX engagements

"6/ $SITM SiTime MEMS clocks guarantee X ppm skew on every linkcritical as lane speeds rise. GB200 sockets validate the tech. Valuation high"
X Link @nagendraputhane 2025-10-10T11:52Z XXX followers, XXX engagements

"4/ $LITE Lumentum High-power DFB lasers are the bottleneck of every XXX G/1.6 T link. Few can hit power specs; orders outpace capacity into XX. Valuation richer than peers but scarcity economics win"
X Link @nagendraputhane 2025-10-10T11:50Z XXX followers, XXX engagements

"@danielapilcoj15 @zephyr_z9 thoughts on $FN Fabrinet"
X Link @nagendraputhane 2025-10-10T12:17Z XXX followers, XX engagements

"@davey_juice I guess we need to exit $CRDO before Vera Rubin racks start full throttle as their switches are natively built for Co-Packaged Optics. Thoughts"
X Link @nagendraputhane 2025-10-06T07:45Z XXX followers, XXX engagements