@crux_capital_ Gaetano

Gaetano posts on X about $poet, ai, $lite, $almu 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 29.5% finance 24.1% technology brands 6.83% cryptocurrencies 2.88% countries 2.88% automotive brands 1.08% gaming 0.72% social networks 0.36% exchanges 0.36% celebrities 0.36%

Social topic influence $poet #1, ai 24.1%, $lite #2, $almu #1, $cohr #2, in the 17.63%, company #3059, market #4627, $lasr #5, $aaoi #3

Top accounts mentioned or mentioned by @fundmyfund @cruxcapitalgroup @vastcnc @unusualwhales @martijnde_boer @kd_burner00 @cruxcapital @leafinapond @pepinveststocks @thgstar2 @thebluewhalep @aelumainc @bigeye306 @sjcapitalinvest @socraticscribe @genzinvest0r @764wsrfth @hamsarris6 @memely @theodore_invest

Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) nLIGHT, Inc. Common Stock (LASR) Applied Optoelectronics, Inc. (AAOI) Marvell Technology Inc (MRVL) Ciena Corporation (CIEN) Corning Incorporated (GLW) Tower Semiconductor Ltd (TSEM) NVIDIA Corp. (NVDA) SkyWater Technology, Inc. (SKYT) WhiteFiber, Inc. (WYFI) Arista Networks Inc (ANET) Fabrinet (FN) Symbotic Inc. Class A Common Stock (SYM) Credo Technology Group Holding Ltd (CRDO) MACOM Technology Solutions Holdings, Inc (MTSI) Limitus (LMT) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Iris Energy Limited (IREN)

Top Social Posts

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

"I own two very different photonics baskets that are easy to lump together so let's differentiate them a bit $LPTH $POET $OPTX $COHR $LITE $KOPN [--] - AI datacenter interconnect. Moving data with light. [--] - Defense sensing and payload optics. Seeing and projecting in the real world. These are not the same trade. Some of my AI datacenter interconnect investments: Lumentum $LITE Coherent $COHR Applied Optoelectronics $AAOI POET Technologies $POET Aeluma $ALMU This bucket is driven by bandwidth ramps qualification cycles yields cost-down curves and repeat orders as the industry moves from 800G"
X Link 2026-02-02T22:00Z 12.7K followers, 33.5K engagements

"$OPTX Short Report Yesterday a user on X posted why the thought $OPTX was 'uninvestable' and 'worthless' It got some traction and (seemingly) impacted the stock So I wanted to share some of my own thoughts as someone who is invested and is deep in the weeds as I write out my own deep dive on them. It was mostly me talking to my phone as I read it so its a bit jumbled so bare with me. Let's dig in To start I am going to do this as professionally and respectfully as possible. I am going to focus on the content rather than the user. . I took the time to read through the short report as anyone"
X Link 2026-02-13T01:13Z 12.7K followers, [----] engagements

"🚨Photonics investors it's time to talk about $CIEN I (unfortunately) no longer have a position Just take a look at that chart though. Insane strength So let's briefly talk about what they do and what to be on a lookout for in their earnings They build the high-speed optical networks that connect AI data centers. Think of them as the company wiring together massive AI clusters so hyperscalers can train models and run inference at scale. Cloud providers realized their networks are now a major bottleneck and $CIEN is one of the main beneficiaries. Last quarter they posted record revenue record"
X Link 2026-02-11T14:18Z 12.7K followers, [----] engagements

"$POET Not much to do for now For me personally I am waiting for some news to break before doing anything with my position I want to hear anything about new orders fulfillment progress yields Celestial AI. Anything. Until we get more clarity I won't be building my position. In fact if we get up into the 9's again I wouldn't be surprised to see another raise. So if we happen to get there without any news I might trim a bit around my core and look to add in later. This is total speculation but it's happened 2/2 times in [--] months. NFA of course. Make you own decisions"
X Link 2026-02-14T20:22Z 12.7K followers, [----] engagements

"Working on a really detailed paper that will cover everything It will be a while though hopefully by early-mid april it will be ready. But in the mean time ill cover these topics a bit and I can work on another post about CPO and how the differnet companies are positioning for it https://twitter.com/i/web/status/2023047576426307928 https://twitter.com/i/web/status/2023047576426307928"
X Link 2026-02-15T14:51Z 12.7K followers, [---] engagements

"Most data centers take years to build. WhiteFiber $WYFI built one in months. Out of a mattress factory. Thats its edge: retrofits that are 2x faster and 40% cheaper. Now its running a $90M GPU cloud and developing a 99MW NC site. This thread unpacks the strategy economics comps and risks 🧵 $CRWV $IREN $NBIS $WULF $SLNH"
X Link 2025-09-28T18:30Z 12.7K followers, 58.9K engagements

"4/24 Rubrik Inc. $RBRK Thesis: Rubrik is a cybersecurity leader focused on the critical niche of data security and cyber resilience. In an environment of escalating ransomware attacks and data breaches its platform is essential for enterprises that need to ensure their data is immutable and can be recovered instantly. Rubrik's "Zero Trust" data management architecture is designed to protect a company's most valuable asset making it a key beneficiary of the secular growth in cybersecurity spending. Levels to Watch: The chart shows the stock in a broad multi-month consolidation phase after a"
X Link 2025-10-07T16:41Z 12.4K followers, [---] engagements

"This is a story about a micro-cap tech company at a major inflection point. After years of flying under the radar One Stop Systems $OSS just brought in a top defense exec as CEO to execute on a newly-built $1B+ sales pipeline. His first major task: landing a $200M+ sole-source Army contract that could fundamentally reshape the company. Here's why $OSS is one to watch now 🧵"
X Link 2025-10-13T13:41Z 12.7K followers, 35.7K engagements

"On the surface a $5M order for an $700M company like $POET might seem small. That view misses the point. This is a massive signal. This is a production order marking the official start of the commercial revenue ramp. This order is also 10x larger than the first one announced last month showing accelerating customer commitment. The real story is the customer a leading systems integrator for the AI market is integrating POET's tech "across its ecosystem." This represents a deep design win signaling a long term partnership and validating the entire platform"
X Link 2025-10-22T14:56Z 12.7K followers, [----] engagements

"An interesting hypothetical question for those watching the photonics space: Is there potential for a collaboration beteween $ALMU and $POET in the future While both are innovators they are solving different fundamental problems. $ALMU is a materials & device company. Their core breakthrough is a process to create high-performance components (like lasers and sensors) by integrating specialized materials directly onto low-cost mass-produced silicon wafers. $POET is a hybrid integration platform company. Their core breakthrough is the Optical Interposer which excels at assembling various"
X Link 2025-10-26T17:15Z 12.7K followers, [----] engagements

"Let's have some fun with a speculative hypothesis that when you connect the dots starts to look possible. Could Aeluma $ALMU be a potential partner or even an acquisition target for $NVDA At the GTC conference CEO Jensen Huang was crystal clear about the single biggest problem facing the future of AI: the "Scale-Out" bottleneck. He explained that connecting millions of GPUs in massive "AI Factories" is becoming unsustainable due to the crippling power consumption and cost of traditional optical connectors. His answer was unequivocal: the industry must move to Silicon Photonics and Co-Packaged"
X Link 2025-10-31T12:20Z 12.7K followers, [----] engagements

"Instead of betting on a single winner in the AI hardware race I've constructed a diversified portfolio to capture value across the entire ecosystem. Here's the breakdown of my thesis on $MRVL $ALMU $POET $LITE and $COHR. The AI revolution is a massive challenge in physics and engineering. AI models require so much data that the copper wires in data centers are hitting a wall. The future of AI will be built on light. The companies that master the hardware for this light-based communication known as photonics are positioned for incredible growth. My investment thesis is built around a carefully"
X Link 2025-10-31T20:13Z 12.7K followers, 13.3K engagements

"I wanted to make a quick photonics dictionary for everyone whos been following my posts on $POET $ALMU $LITE $COHR A lot of these terms get thrown around but most people havent seen them explained in plain English. Heres what they mean and why they matter [--] - Co-Packaged Optics (CPO) Today most data in AI systems travels through separate optical modules that sit away from the main processor. CPO changes that by placing the optics right next to the chip on the same package. That shortens the distance data has to travel cutting power use and latency dramatically. [--] - Silicon Photonics This is"
X Link 2025-11-02T19:14Z 12.7K followers, [----] engagements

"Let's explore a hypothesis for $ALMU that has nothing to do with AI data centers but could be just as massive The market of consumer wearables. $AAPL For years a multi-billion-dollar prize in consumer tech has been the non-invasive monitoring of biomarkers. Imagine an Apple Watch or Samsung ring that could accurately monitor your blood glucose hydration or cholesterol in real-time no needles required. This is an ambitious goal that tech giants have poured billions into trying to solve. This isnt really a software problem. It's a hardware one. The most promising scientific method to achieve"
X Link 2025-11-02T21:00Z 12.7K followers, [----] engagements

"We have a core position in $LITE in our photonics basket and todays Q1 [----] earnings report is a monster beat-and-raise that confirms exactly why. The AI-driven turnaround is happening right now and it's accelerating. $LITE just posted $533.8 million in revenue a 58% year-over-year jump that solidly beat expectations. Non-GAAP EPS came in at $1.10 crushing the $1.03 consensus. Margins exploded with non-GAAP operating margin expanding by a massive [----] basis points year-over-year to 18.7%. This is the operating leverage weve been waiting for. But the real story is the guidance. Management is"
X Link 2025-11-05T03:15Z 12.7K followers, [----] engagements

"Coherent $COHR reported strong Q1 [----] results demonstrating clear execution of its strategic pivot to AI infrastructure. The company delivered a significant beat on earnings and revenue raised its forward guidance and made substantial progress in strengthening its balance sheet. Financial Performance: $COHR posted Q1 non-GAAP EPS of $1.16 well ahead of the $1.04 consensus estimate. This represents a 73% increase year-over-year showcasing significant operating leverage. Revenue for the quarter was $1.58 billion surpassing the $1.54 billion estimate. On a pro-forma basis this marks 19% Y/Y"
X Link 2025-11-06T03:33Z 12.5K followers, [----] engagements

"SkyWater Technology $SKYT just delivered a landmark Q3 [----] earnings report that signals a fundamental and permanent shift in its business. The company is successfully executing a transformative growth strategy evolving from a specialized R&D shop into a large-scale diversified U.S. foundry. The centerpiece of this execution is the successful integration of its newly acquired Texas facility. In its first full quarter the new fab added $86.6 million rocketing total company revenue to a record $150.7 million: a 60.7% increase year-over-year. This move which effectively doubles the company's"
X Link 2025-11-06T12:00Z 12.7K followers, [----] engagements

"My new analysis of SkyWater Technology $SKYT is now public The market is looking in the rearview mirror pricing $SKYT as a small speculative R&D shop. That company no longer exists. The new $SKYT is a profitable at-scale and strategically solidified industrial champion. This transformation was a "Brownfield Masterstroke." While competitors face multi-year multi-billion dollar "Greenfield" delays SkyWater just bought a fully operational $300M+ revenue stream with its Fab [--] acquisition. The Q3 [----] earnings report was the definitive inflection point. The street expected a -$0.17 loss. $SKYT"
X Link 2025-11-17T02:02Z 12.7K followers, 11.8K engagements

"Let's talk about one of the most critical lines in the Genesis Mission EO. $RXRX $SDGR $SYM $NVDA Its about "Robotic Laboratories" and "AI-Directed Experimentation." The government is explicitly building "Self-Driving Labs". Facilities where AI Agents generate hypotheses design the physical experiment control the robots to execute it and learn from the results in a closed loop. We are moving from "AI as a Tool" to "AI as the Scientist." The bottleneck for discovery is no longer human bandwidth but rather electricity and robot actuation speed. This is the industrial revolution for the"
X Link 2025-11-25T13:45Z 12.3K followers, [----] engagements

"The shift to 2nm GAA creates a problem that isn't discussed often $ENTG chips now need twice the processing steps and chemicals pure enough that a single stray ion can break a device. Fabs are suddenly fighting stochastic defects nanosheet etch precision and contamination that shows up at the molecular level. This is where Entegris earns its keep. They supply the ultra-pure filters slurries and engineered chemistries that prevent those defects keep the nanosheets intact and protect yield when complexity spikes. As chips get harder to build their role gets harder to replace."
X Link 2025-11-30T14:15Z 12.2K followers, [----] 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 Layer 2A report is live. This is the part of the AI stack most investors overlook The layer where we focus less on models and more on matter. Every AI breakthrough eventually hits a wall made of chemistry. Layer 2A maps the gases slurries resists precursors and https://t.co/nqGJ2ElI9w Layer 2A report is live. This is the part of the AI stack most investors overlook"
X Link 2025-12-01T15:00Z 12.2K followers, [----] 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 12.3K followers, [----] engagements

"🚨 I've got some good content coming this weekend $RBRK $TSLA $ROK $LITE [--] - An analysis of $RBRK earnings and what it means for the entire 'Security' layer of the AI investment $CRWD $PANW $OKTA [--] - 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 [--] - A brain dump post about the most recent $LITE PT upgrade and what its telling about the stage of the photonics sector [--] - A summary of my Layer 2B deep dive. Honing in on the structural"
X Link 2025-12-06T02:43Z 12.3K followers, [----] 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. https://twitter.com/i/web/status/1998375095107260852 https://twitter.com/i/web/status/1998375095107260852"
X Link 2025-12-09T12:52Z 12.5K followers, [---] 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. https://twitter.com/i/web/status/1998748450754801838 https://twitter.com/i/web/status/1998748450754801838"
X Link 2025-12-10T13:35Z 12.5K followers, [----] 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 [----] 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 12.2K followers, 10.5K engagements

"🚨One critical question for robotics investors $SYM $ROK $TSLA $ZBRA $ISRG What happens when the robot is wrong That single moment determines whether you have automation or a human overseeing a machine. At scale robotics becomes a closed-loop control + exception handling system: Sense Perceive Plan Act Feedback Real environments produce endless edge cases. Different lighting. Different packaging. Slippery materials. Occlusions. Wear. Drift. The gap between a lab demo and a scaled deployment lives inside the feedback loop because the loop decides what happens next. It does [--] things: [--] -"
X Link 2025-12-15T19:43Z 12.3K followers, [----] engagements

"🚨Later today I will update my watchlist $POET $LWLG $AXTI $ALMU $LITE $COHR After a day of hard selling across some of these names And a day of big gains for others I want to quickly list out an updated watchlist I have concentrated my photonics exposure to [--] different names that will all be in this watchlist with levels I would consider initiating a new position if I didn't have one already In the works still is a full photonics roadmap with all of theses companies containing a [---] word summary Tune in later today 🚨What Photonics Companies Should I buy $POET $LITE $COHR $AXTI $MRVL ."
X Link 2026-01-08T20:32Z 12.4K followers, 17.1K engagements

"Here is my active and updated photonics watchlist: $AAOI $30 $ALMU $17 $ANET $110 $AVO $320 $AXTI $14 $CIEN $170 $COHR $170 $CRDO $120 $FN $370 $GLW $78 $LITE $310 $LWLG $3 $MRVL $80 $MTSI - $152 $POET $5.8 $SMTC $60 $TSEM $100 My portfolio is heavily concentrated on [--] of these companies. These are levels where I will be notified and I will WATCH and see what happens and consider a starter swing trade or sizing up on my current positions. None of this is a recommendation to buy. Everyone has different allocation and risk tolerance and this is a very volatile sector and the market is at all"
X Link 2026-01-08T23:20Z 12.5K followers, 69.9K engagements

"When I build my photonics portfolio I like a mix of stages and a mix of where each company sits in the buildout I think of it as [--] buckets Bucket [--] - Executing now. Scaled earnings power and clear multi-year demand Companies like $LITE $COHR $CIEN $ANET $AVGO $AAOI $FN $MTSI Bucket [--] - Copper today optics tomorrow. Interconnect silicon that monetizes copper now and benefits as optical attach keeps expanding Companies like $CRDO $MRVL $SMTC Bucket [--] - Early stage disruptors. Higher risk higher upside if qualification and adoption hit Companies like $ALMU $POET $LWLG Bucket [--] - Hard inputs and"
X Link 2026-01-12T00:13Z 12.2K followers, 30.1K engagements

"Exciting Updated Im keeping AI datacenter photonics as my core focus and Ill continue covering my top positions there. But Im expanding into another lane where my photonics work translates directly. Defense & aerospace is one of the largest end markets for high-performance photonics especially in EO/IR sensing and laser-based systems. EO/IR sensors laser systems and optical communications are becoming foundational capabilities and its a real supply chain + qualification game. Names Im starting discussions with: System-level: $RTX $LHX $NOC $GD $LMT Sensors: $TDY $DRS Lasers/components: $LASR"
X Link 2026-01-12T20:50Z 12.5K followers, 58.6K engagements

"As Ive been digging deeper into defense tech and edge autonomy one name jumped out immediately. Credit to @wallstengine for putting it on my radar. If youre interested in $OSS this sits right next to it in the stack. Edge AI is a deployment problem Decisions have to happen: on the drone at the sensor at the cell tower inside the system Latency bandwidth and compliance are all crucial This company builds the brains that live inside those platforms and its becoming embedded in U.S. defense and critical infrastructure programs. Profitable. Net cash. Gross margins inflecting. And a massive macro"
X Link 2026-01-13T20:36Z 12.4K followers, 16.3K engagements

"🚨Why Im diving deep into defense & aerospace photonics $LMT $RTX $LHX $NOC $TDY $LPTH $LASR This is a natural extension of how I already think about AI infrastructure. I spend most of my time focused on bottlenecks scaling constraints and where physics meets manufacturing reality. In AI datacenters that keeps pulling me toward photonics. Defense and aerospace turns out to be the same problem set just under harsher conditions and longer timelines. Sensors as the eyes. Optical links as the connective tissue. Lasers as a way to change the economics of defense. All of it gated by qualification"
X Link 2026-01-15T03:24Z 12.3K followers, 44.8K engagements

"Here is the introduction to my report that is in progress on Defense & Aerospace Photonics Hope you enjoy hearing my thoughts $LASR $OPTX $OPXS $LMT $LPTH $RTX I want to start by explaining how I http://x.com/i/article/2012005328699998215 http://x.com/i/article/2012005328699998215"
X Link 2026-01-16T03:39Z 12.5K followers, 53K engagements

"On Friday the CRO of POET Technologies Raju Kankipati was interviewed on Picmagazine and he dropped some really important crumbs that are worth dissecting. In this post I will call out to what I http://x.com/i/article/2012975087386017792 http://x.com/i/article/2012975087386017792"
X Link 2026-01-18T19:50Z 12.4K followers, 72.3K engagements

"Hoping for a pullback in the market to take a new Photonics Aerospace and Defense position Here is some of my watchlist with price levels - $RTX - $180 $LHX -$305 $NOC - $580 $DRS - $38 $TDY - $520 $OPTX - $3 $LASR - $37 $VSAT- $37 $CACI - $570 $VIAV - $17 $RKLB - $74 $BKSY - $23 $SATL - $3 $RDW - $8 What companies would you add here Keep in mind I am not saying I am automatically buying these companies IF they get to these levels. Just price alerts to keep me notified as I keep digging. Also there are many other adjacent companies that I am tracking. This is just a pretty pure A&D with heavy"
X Link 2026-01-18T23:09Z 12.3K followers, 21.8K engagements

"The validation for $POET just keeps stacking up. POET took home the Product Innovation Award at the Infostone ICCSZ Awards in Shenzhen for the Teralight 1.6T engine. Dr. Mo Jinyu (SVP of Global Product Development) was also personally honored with the Technology Innovation Award. Shenzhen is the hometown of global transceiver manufacturing. Winning here in the heart of the supply chain is a massive signal that the industry is ready for the same-board design and wire-bond-free architecture I recently discussed This award directly speaks to the [--] crumbs I dissected in my recent deep dive"
X Link 2026-01-20T15:36Z 12.4K followers, 19.5K engagements

"What companies are positioned at the different layers of the Photonics A&D trade $OPTX $LASR $COPI $LMT $KOPN $DRS You asked and I will deliver I am working on a multi part thread post right now that lists out all the different companies at each layer With the foundational knowledge I am putting out with these articles + the specific company mapping you will be strongly equipped to tackle this industry In progress now should be done within [--] hours. Save this post Also comment some tickers that you would like to see mentioned. If they fit I will make sure to include them"
X Link 2026-01-22T21:02Z 12.3K followers, [----] engagements

"$POCI not $COPI 😂"
X Link 2026-01-22T21:03Z 12.3K followers, [----] engagements

"I took off most of my $skyt shares recently around $34 I haven't looked much into the $IONQ deal Shareholders what are your thoughts The $SKYT ride has been wild From lows in the 12's in December to now hitting [--] My thesis was that the market would re-rate to a more reasonable valuation relative to peers. I did not anticipate it happening this fast. Now that we have moved in that direction it's time for The $SKYT ride has been wild From lows in the 12's in December to now hitting [--] My thesis was that the market would re-rate to a more reasonable valuation relative to peers. I did not"
X Link 2026-01-26T16:58Z 12.3K followers, [----] engagements

"$POET Some of you might find this interesting. A Program Manager at POET explicitly references 1.6T Tx/Rx as part of products being transferred from R&D into mass production at contract manufacturers with [--] products moved in [--] months and several now nearing production ramp. This doesnt mean 1.6T revenue is here yet. But it does clearly show where 1.6T sits internally today: inside active NPI execution contract-manufacturer readiness BOM validation equipment readiness and yield feedback. Thats what real transitions look like before volume shipments appear in reported numbers. This helps give"
X Link 2026-01-26T20:43Z 12.4K followers, 28.2K engagements

"Is $LPTH about to become too important to ignore Thermal imaging is now mission-critical in modern warfare. Drones. Counter-UAS. Ship defense. Missile seekers. The weak link has been germanium. China is the dominant supplier. Export licensing kicked in August [----] and exports fell sharply after. Even when things get paused the licensing uncertainty stays. Procurement teams hate uncertainty. LPTHs setup is clean and relevant. They own a U.S.-aligned IR materials platform through BlackDiamond chalcogenide glass licensed via the U.S. Naval Research Lab. They are also moving up the stack into"
X Link 2026-01-27T02:45Z 12.2K followers, 25.2K engagements

"One of the first things that caught my attention on $ALMU Their CEO stated that it was his ambition to capture a 'majority' of their SAM (4.9B) in [----] As I have become much more involved in researching the company over the last few months I wanted to share some of my latest additional thoughts The majority statement is seen as directionally consistent with platform transitions where the most efficient manufacturing regime consolidates share but it is an aggressive endpoint that requires clear evidence of displacement. When underwriting majority of a $4.9B SAM implies multi-billion dollar"
X Link 2026-01-27T17:01Z 12.1K followers, [----] engagements

"Something @VASTCNC said the other day got me thinking about $IONQ after the $SKYT news He mentioned hes interested in nearly every part of IonQs business outside of core quantum computing: Capella Space Vector Atomic Skylooms optical terminals and now SkyWater. Assets hed be happy to own as standalone companies. So I went deeper on what IonQ has really been assembling through acquisitions. The more I map it out the more it reads like a deliberate attempt to build relevance across a wider quantum infrastructure stack: secure communications sensing and timing optical links and domestic"
X Link 2026-01-28T19:13Z 12.3K followers, [----] engagements

"$AAOI What's going on 20% move on decent volume If youre watching AI data center optics $AAOI is a must watch. 800G is moving from qualification into real volume and this is one of the cleanest show me execution setups in the space. AI is rebuilding the network in real time east-west bandwidth keeps climbing fiber https://t.co/Zw2zIw4NwK If youre watching AI data center optics $AAOI is a must watch. 800G is moving from qualification into real volume and this is one of the cleanest show me execution setups in the space. AI is rebuilding the network in real time east-west bandwidth keeps"
X Link 2026-01-29T01:00Z 12.3K followers, [----] engagements

"A note for all my $POET investors Youre not alone if this price action has been frustrating. From the start Ive been pretty set about my time horizon here. My core allocation in $POET is long-term. Im underwriting [----] and beyond. The window where commercialization gets proven yields stabilize scale ramps and the business earns the right to be valued on shipments and margins instead of potential. But long-term doesnt mean ignoring the math. If the share count keeps expanding before the company gets to that prove it phase then a meaningful portion of the upside can get absorbed by dilution"
X Link 2026-01-30T02:30Z 12.4K followers, 20.4K engagements

"$AAOI New 5-year highs today This article didnt get much attention so please check it out https://t.co/hNNpzPiXup https://t.co/hNNpzPiXup"
X Link 2026-01-30T15:18Z 12.3K followers, [----] engagements

"Lets talk about what $LTRX does and why its important Think of a drone like a flying body with a brain attached to its camera. The camera is constantly spitting out a ridiculous amount of video data. If the drone tried to send all of that back to a data center or a base station it would be slow expensive and sometimes impossible because of bad signal interference or speed. So the important trick is that you put the thinking right next to the camera. The drone watches the video itself on board and only sends back the useful result. Instead of streaming the whole clip it sends person detected"
X Link 2026-01-31T20:13Z 12.1K followers, 15.2K engagements

"Can anyone tell me why this is bullish for $POET Hint. there is a right answer Jensen Huang: We need memory for HBM memory for performance. We need LPDDR for low-power memory. Reporter: Is memory constraint an issue for NVIDIA this year Jensen Huang: The entire supply chain is challenging this year because demand is so much more. Supply has been https://t.co/cNLgFj7WP7 Jensen Huang: We need memory for HBM memory for performance. We need LPDDR for low-power memory. Reporter: Is memory constraint an issue for NVIDIA this year Jensen Huang: The entire supply chain is challenging this year"
X Link 2026-02-01T03:42Z 12.2K followers, 38K engagements

"If you are investing in photonics companies you need to understand 400G 800G 1.6T and 3.2T. $POET $LITE $COHR $AAOI $ALMU $CIEN An optical transceiver is a small box that takes fast electrical data from a switch turns it into light sends it down fiber then turns it back into electrical data on the other side. The 400G 800G 1.6T numbers are simply how much data the box can move per second. That total speed is built out of lanes. A lane is one stream of data. You scale total bandwidth in two ways: add more lanes or make each lane faster. 400G was the workhorse. A common setup is [--] lanes at 100G"
X Link 2026-02-01T22:20Z 12.4K followers, 41K engagements

"Really impressed by the strength in $AAOI lately https://t.co/hNNpzPiXup https://t.co/hNNpzPiXup"
X Link 2026-02-02T15:43Z 12.4K followers, [----] engagements

"$KOPN Full deep dive posted Here's a snippet: My focus on for KOPIN is driven by a singular overlooked reality in the current defense landscape. The company has successfully transitioned from a commodity component manufacturer into a high-stakes subsystem integrator whose technical success is now directly tied to the national security interests of the United States. The operational shifts completed over the last year suggest a massive disconnect between its current $480m mkt cap and its role as an indispensable partner for the Department of Defense and future growth. Full article in comments"
X Link 2026-02-02T16:18Z 12.4K followers, [----] engagements

"Last time $CRDO had earnings they ripped and $LITE dropped This represented the highs credo and the lows for $LITE And they havent looked back since. I wonder what this round of ERs will have for us I listed out some thoughts when this all happened and I'll be watching both earnings this time around as well Some things have changed since then so I am considering an update post once they are released 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"
X Link 2026-02-02T18:30Z 12.4K followers, 11K engagements

"And then $AAOI $AAOI Is my newest data center infra position $AAOI has been on my radar for a long time because its one of those stories where the core business can fund the upside and when execution shows up the repricing can happen quickly. For AAOI the core has been CATV/broadband infrastructure and the upside Im underwriting is AI data center optics. AI is rebuilding data center connectivity and AAOI sits in the slice of the stack where progress is visible: shipments yields delivery cadence repeat orders. Thats why this is an execution-led position for me and I size it that way. The"
X Link 2026-02-02T20:02Z 12.4K followers, [---] engagements

"🚨 $LITE reports earnings tomorrow 🚨 This is a pulse check on the AI optics boom and will move the sector Here are [--] things Im watching and what each would signal: [--] - Are their AI/data-center optics sales still accelerating If yes: demand is still real across datacenter optics. If no: the whole optics tape can cool fast. [--] - Are they still sold out of laser chips (supply constrained) If yes: the bottleneck is still upstream (good for pricing power). If no: supply may be catching up which can pressure margins across the stack. [--] - Are they shipping more next-gen parts for faster links (800G"
X Link 2026-02-03T01:30Z 12.4K followers, 22.3K engagements

"Here you go Will do a full write up on them soon Is $LPTH about to become too important to ignore Thermal imaging is now mission-critical in modern warfare. Drones. Counter-UAS. Ship defense. Missile seekers. The weak link has been germanium. China is the dominant supplier. Export licensing kicked in August [----] and exports fell sharply after. Even when things get paused the licensing uncertainty stays. Procurement teams hate uncertainty. LPTHs setup is clean and relevant. They own a U.S.-aligned IR materials platform through BlackDiamond chalcogenide glass licensed via the U.S. Naval"
X Link 2026-02-03T04:44Z 12.3K followers, [---] engagements

"CEO of Kopin Corporation just dropped a bomb in this interview $KOPN My two worlds are colliding. Data center interconnect and microLEDs that have traditionally lived in defense. He called it Project Shasta. This post is going to be a bit technically dense but stick with me and ask questions as needed Here is the concept as he described it. A microLED is usually a display. A ton of tiny pixels that emit light to form an image. Shasta is the same hardware idea but you use the pixels to transmit data not pictures. In other words light becomes the link. If that sounds familiar it should. This is"
X Link 2026-02-03T13:00Z 12.4K followers, [----] engagements

"🚨Great news for $AMPX today "Amprius Technologies announced its first U.S.-based manufacturing partner Nanotech Energy establishing a domestic production pathway for its silicon-anode battery cells" The partnership creates an American supply chain aligned with NDAA sourcing requirements and explicitly supports customers including L3Harris $LHX This also extends their asset-light model into the U.S. which pushes global contract manufacturing capacity beyond [---] GWh across Asia + America. So we get lower geopolitical risk The Drone Revolution is here We need to talk about the BATTERIES $AMPX"
X Link 2026-02-03T13:52Z 12.4K followers, [----] engagements

"Marvell just announced it officially closed the Celestial AI acquisition. If youre a $POET investor lets talk about what it means and what to watch. As weve discussed POET has already said it supplied Celestial with external light source / light-engine modules built on its Optical Interposer platform and that Celestial placed early purchase orders tied to development and initial production units. This is a disclosed supplier relationship. So are we expecting an instant revenue jump No. What it does mean is Celestial is now inside Marvell which increases the odds the technology gets"
X Link 2026-02-03T14:50Z 12.2K followers, 13.9K engagements

"As we go into the $LITE earnings Just remember that this 30B company has had a 40% run up from the low [--] weeks ago May be some front running. Even if earnings are really strong its possible that it might be a bit baked in. Time will tell 🚨 $LITE reports earnings tomorrow 🚨 This is a pulse check on the AI optics boom and will move the sector Here are [--] things Im watching and what each would signal: [--] - Are their AI/data-center optics sales still accelerating If yes: demand is still real across datacenter 🚨 $LITE reports earnings tomorrow 🚨 This is a pulse check on the AI optics boom and"
X Link 2026-02-03T19:13Z 12.4K followers, [----] engagements

"Hmm lets see. Youre getting growing defense and aerospace exposure priced like a medical optics supplier. They build precision optical assemblies for Air Force training AR hardware rugged borescopes and micro-optics used in satellite programs and they just posted $2.5M in aerospace revenue last quarter with $9M+ of A&D backlog. $25M revenue guidance and the stock at 1.6x sales a clean ramp and margin recovery sets up a peer-multiple re-rate or more if they market sees them as more pure-play defense as that segment grows That took me about [--] seconds so youre average ride I guess"
X Link 2026-02-03T19:52Z 12.4K followers, [---] engagements

"Yeah😀 $LITE $COHR $AAOI $POET $ALMU Our forward guidance calls for over [--] percent year-over-year revenue growth yet we are only at the starting line for two substantial opportunities: optical circuit switches (OCS) and co packaged optics (CPO)" ok Let's see what the call says $LITE Lumentum Q2 Earnings Highlights Q2 Results (Major Beat): 🔹 EPS: $1.67 beat by $0.26 vs. $1.41 consensus 🔹 Revenue: $665.5M (+65.5% YoY) vs. $652.1M consensus Q3 Guidance (Well Above Consensus): 🔹 EPS: $2.15$2.35 vs. $1.60 consensus 🔹 Revenue: $780M$830M vs. $LITE Lumentum Q2 Earnings Highlights Q2 Results"
X Link 2026-02-03T21:10Z 12.4K followers, 39.1K engagements

"In honor of the deal closing today $MRVL $POET Here was my deep thoughts on the deal when it was first announced Has lots of good insight in there for anyone interested 🚨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 https://t.co/QXAxXRDifZ 🚨Why I think $MRVL acquisition of Celestial AI is a MASSIVE tailwind for $POET technologies Marvell just shook the semiconductor stack."
X Link 2026-02-03T22:30Z 12.4K followers, 11.6K engagements

"2026 is off to a crazy start $LITE $OPTX $LASR $COHR $KOPN I knew that going into this year I wanted massive exposure to two themes AI data center photonics Aerospace / Defense Why Well For data center infrastructure I believe that while a lot of the established leaders have already seen huge run-ups theres still plenty of growth left. We just saw it again in Lumentums most recent earnings. Theyre executing demand is real and this is before CPO and OCS meaningfully show up in the numbers. Theres still a lot of the roadmap left. So yes valuations are higher but in my view theyre mostly"
X Link 2026-02-04T02:00Z 12.4K followers, 11.4K engagements

"wow what a day Lumentum $LITE We need to break this down because this call had a ton of signal First quick context for anyone new to photonics. Lumentum is one of the most important names in the AI buildout. Their laser chips are the light sources that sit underneath a lot of the optical modules moving data around hyperscale AI clusters. When their fabs are tight the whole chain downstream has to plan around it. They just printed $665.5M and guided to $805M next quarter. That is a massive step-up and it came with margin expansion at the same time. Demand is strong mix is improving and they"
X Link 2026-02-04T04:37Z 12.4K followers, 48.5K engagements

"Reposting this before $cohr earnings After $lite blowout earnings will I regret my decision😂 Maybe. Tune in later to find out Reposting this before coherent earnings today so you can all roast me for trimming a good bit of my $lite and buying all the $cohr 🚨 I announced one of my largest Photonics positions It's between $LITE and $COHR I significantly trimmed one and allocated all that profit plus some more to the other Find out which company I built up and why https://t.co/RJ3nQ47dIo 🚨 I announced one of my largest Photonics positions It's between $LITE and $COHR I significantly trimmed"
X Link 2026-02-04T11:30Z 12.4K followers, 12.8K engagements

"$lite with a $509 tap A few weeks ago I had my $310 alert set for an add and it hit in overnight trading and I completely missed it😂 Crazy market Here is my active and updated photonics watchlist: $AAOI $30 $ALMU $17 $ANET $110 $AVO $320 $AXTI $14 $CIEN $170 $COHR $170 $CRDO $120 $FN $370 $GLW $78 $LITE $310 $LWLG $3 $MRVL $80 $MTSI - $152 $POET $5.8 $SMTC $60 $TSEM $100 My portfolio is Here is my active and updated photonics watchlist: $AAOI $30 $ALMU $17 $ANET $110 $AVO $320 $AXTI $14 $CIEN $170 $COHR $170 $CRDO $120 $FN $370 $GLW $78 $LITE $310 $LWLG $3 $MRVL $80 $MTSI - $152 $POET $5.8"
X Link 2026-02-04T13:58Z 12.4K followers, [----] engagements

"Rough tape today for high beta So far im a big buyer of $lasr Well see what else I nibble on throughout the day Nfa $LASR It is all coming together I hope you've been following the breadcrumbs Nlight rarely ever puts out PRs When they do take note https://t.co/LKGbbGvu05 $LASR It is all coming together I hope you've been following the breadcrumbs Nlight rarely ever puts out PRs When they do take note https://t.co/LKGbbGvu05"
X Link 2026-02-04T15:52Z 12.5K followers, [----] engagements

"$cohr at $207 😂😂😂"
X Link 2026-02-04T17:57Z 12.4K followers, [----] engagements

"@svartahingsten5 $LASR I mightve jumped the jun with my [--] add today 😂 I told myself that if we get a dip im taking it. Will look for more adds on that [---] ma/$40 level depending on how the tape looks. Long hold for me here so not super concerned"
X Link 2026-02-04T19:30Z 12.4K followers, [---] engagements

"@blissfltht My largest in this bunch is $COHR"
X Link 2026-02-04T20:27Z 12.4K followers, [---] engagements

"Very briefly I am watching OCS discussion/booking 1.6T volume margin expansion 6-inch InP yields any conversation around divestitures that would make it more of a pure play Quick thesis. $LITE crushed and has a higher rev multiple because $COHR has a wider rev base with broader photonics exposure. If COHR can show that they are becoming more of a pure play with higher forecasted growth then we see a re-rate https://twitter.com/i/web/status/2019152811276243373 https://twitter.com/i/web/status/2019152811276243373"
X Link 2026-02-04T20:55Z 12.4K followers, [----] engagements

"Quick thoughts - I like alot of this. Added some in the 170s. Dont love FCF but I get why it is the way it is"
X Link 2026-02-04T21:18Z 12.4K followers, [----] engagements

"Im a massive optics bull and did not believe credo should be in the high 100's. But sub [---] I personally wouldnt be selling under here. I'm not buying either. So I guess im just not touching it. Really solid earnings last Q. Interested to see what this Q has in store. Might surpirse"
X Link 2026-02-05T14:27Z 12.5K followers, [---] engagements

"$LITE or I guess just give it [--] mins Holy volatility @Advoking Man its got so much strength. When the tape cleans up idk how it doesn't blast through [---] @Advoking Man its got so much strength. When the tape cleans up idk how it doesn't blast through 500"
X Link 2026-02-05T14:47Z 12.4K followers, [----] engagements

"$lasr thanks for holding up the port today"
X Link 2026-02-05T18:01Z 12.5K followers, [----] engagements

"So much volatility across the board I took lots of new public positions recently Happy that these [--] positions are green for me still $OPTX $LASR $POCI (see post below for theses) Some of my names that I've posted about that I am currently red on: $KOPN $LPTH $AMPX Luckily the red ones are all ones that I want to own for a while so DCA 🚨Big buying day for my port Took [--] new positions: $LASR $OPTX and $POCI In this post I want to break down my quick thesis for each company what excites me what concerns me and what I am watching for For each position my intention is to DCA over weeks/months and"
X Link 2026-02-05T19:24Z 12.5K followers, [----] engagements

"A quick way to become a better investor in this tape. If you open your port and see a sea of red And your first instinct is fear You might be investing on borrowed conviction or chasing a trend that you don't believe in. This approach makes it really hard to ride out the lows. I used to do it often. On the flip side if you open your port and see a sea of red and see OPPORTUNITY because now you get to add in cheaper you might actually be investing in companies you believe in (or you are just coping I guess). X is awesome for ideas. But its also dangerous. It's great to share information about"
X Link 2026-02-05T23:00Z 12.3K followers, [----] engagements

"$LITE is the talk of the town these days Rightfully so If you want some more insight into the company or my thoughts from a few months ago this post does a pretty good job of it The stock is up around 45% since then but the thesis remains the same Although I have significantly trimmed my position fast forward a few months my thoughts remain the same. If they keep executing the way they are they should continue to justify their multiple. As long as the AI factory buildout progresses the way I believe it will this should be attainable. I will be looking to build back up my position ASAP when"
X Link 2026-02-06T01:00Z 12.4K followers, 14.6K engagements

"I guess it's time for an $OPTX deep dive Anyone interested Let me know 🚨Big buying day for my port Took [--] new positions: $LASR $OPTX and $POCI In this post I want to break down my quick thesis for each company what excites me what concerns me and what I am watching for For each position my intention is to DCA over weeks/months and manage 🚨Big buying day for my port Took [--] new positions: $LASR $OPTX and $POCI In this post I want to break down my quick thesis for each company what excites me what concerns me and what I am watching for For each position my intention is to DCA over weeks/months"
X Link 2026-02-06T03:00Z 12.4K followers, [----] engagements

"$LITE $546 pre-market So many analyst upgrades in the mid 5s $LITE is the talk of the town these days Rightfully so If you want some more insight into the company or my thoughts from a few months ago this post does a pretty good job of it The stock is up around 45% since then but the thesis remains the same Although I have $LITE is the talk of the town these days Rightfully so If you want some more insight into the company or my thoughts from a few months ago this post does a pretty good job of it The stock is up around 45% since then but the thesis remains the same Although I have"
X Link 2026-02-06T12:37Z 12.4K followers, [----] engagements

"@thgstar2 Thank you Thomas"
X Link 2026-02-06T18:58Z 12.1K followers, [---] engagements

"@fundmyfund @wey_how12640 You are wayyyy undervaluing my almu position man"
X Link 2026-02-07T02:53Z 12.4K followers, [---] engagements

"@pennycheck Man as I am digging into everything $LASR im increasingly shocked by the potential revenue implications of the 1MW and all the potential areas it would be deployed. Do you have any estimates on what nLight's cut would be per system deployment not including recurring maintenance"
X Link 2026-02-08T03:42Z 12.5K followers, [----] engagements

"The more I dig into $LASR the more I am blown away Here is an excerpt from the report I'm writing up: The U.S. Department of Defense is currently pushing to scale laser power from the 50kW level used for small drones to the 1-megawatt (MW) milestone. Reaching 1MW is considered the holy grail because it enables the interception of hardened cruise missiles and supersonic threats. nLIGHT is currently executing a $171 million HELSI Phase [--] contract specifically to reach this power level using its modular architecture. nLIGHTs competitive moat is its Coherent Beam Combining (CBC) technology. While"
X Link 2026-02-08T14:00Z 12.5K followers, 14.9K engagements

"$LASR This is a key question to explore Because the reality is that nLight does have competition and a somewhat nuanced relationship with the big defense companies The most significant and direct competition comes from Lockheed. They actively compete directly on contracts and build their own lasers in house (after acquiring Aculight). However the type of technology they use is different than $LASR and that's where the investor case lies. Then there is also Raytheon who is a customer of nLight but could potentially follow the 'Lockheed playbook' and acquire their own laser manufacturer. I will"
X Link 2026-02-08T17:56Z 12.5K followers, [----] engagements

"Photonics investors I've got a post for you At 8:00AM EST I will be posting an update on the sector Will cover a wide array of names from $AXTI $CIEN $POET $FN $AAOI and more Turn on notifications so you don't miss it"
X Link 2026-02-09T02:41Z 12.5K followers, 12.7K engagements

"@GolfChessLift Hey Gent I cant give a recc on which ones I would invest in right now and how much as that breaks some compliance regs. But I will say that my largest position is in $cohr . I sized in in the 80-90 range and have also purchased more recently"
X Link 2026-02-09T13:32Z 12.3K followers, [---] engagements

"@FUM_Investors There sure is alot to watch. $GLW had big news recently and $AXTI was highly covered in DEC/JAN"
X Link 2026-02-09T14:19Z 12.3K followers, [---] engagements

"@Mike_2049 I've got a deep dive into $LASR in the works and then $OPTX and then I could do this once all the other reports come out"
X Link 2026-02-09T15:30Z 12.4K followers, [---] engagements

"@ThebluewhaleP Maybe so. But could Mrvl justify paying a premium for POET vs a competitor"
X Link 2026-02-09T16:34Z 12.3K followers, [---] engagements

"Today $COHR hit all time highs ($247) Last week it sold off 20% on earnings and traded as low as $167 Thats almost a 40% swing. In this post linked below I dove deep into the earnings + call and laid out why I was a buyer on the dip Please check it out $COHR earnings sure were. exciting There is a lot to unpack here. That price action definitely could make you question your thesis. But if you dig under the headlines the story is very compelling and I am a buyer. Coming off of a massive $LITE earnings I believe that market $COHR earnings sure were. exciting There is a lot to unpack here. That"
X Link 2026-02-09T21:00Z 12.5K followers, [----] engagements

"I cant really answer that directly man Im sorry. But you have companies that are executing really strong right now whose charts reflect it. And then you have companies that investors are hoping for massive growth once commercialization comes in They both carry different risk profiles so its really on the investor to decide POET and ALMU are [--] longer holds for me where day to day price doesnt matter too much (except for excessive dilution killing gains)"
X Link 2026-02-09T21:11Z 12.3K followers, [---] engagements

"@Vmaxpax @VASTCNC @Vmaxpax what do you think the max power capability is for the current fleet And do you think its possible to have 1MW capability for the next gen"
X Link 2026-02-10T18:00Z 12.4K followers, [--] engagements

"The content on these accounts was really insightful and helped me in writing this report: @pennycheck @VASTCNC @Vmaxpax @BlackScholesMan"
X Link 2026-02-11T01:00Z 12.4K followers, [----] engagements

"$LASR Its all coming together Last few weeks -trump says iron beam is us tech -DOW tweets all day about how laser weapons are here - cto of dow makes a laser weapon post its pinned tweet - trump talks about top secret weapon used in vz called discombobulated - dow deletes photo uploaded described as damage Last few weeks -trump says iron beam is us tech -DOW tweets all day about how laser weapons are here - cto of dow makes a laser weapon post its pinned tweet - trump talks about top secret weapon used in vz called discombobulated - dow deletes photo uploaded described as damage"
X Link 2026-02-11T18:33Z 12.5K followers, [----] engagements

"@theodore_invest 😅 And that was after I went through and trimmed. You live and you learn"
X Link 2026-02-12T03:18Z 12.4K followers, [---] engagements

"Good question As the CEO said today they have the strongest lasers in the world. Pretty solid moat right there. Im not sure about the specifics of Sunray but it's probably around the 50kw class. nLight has 300kw and is moving towards [--] MW. And they use CBC which handles atmospheric conditions better etc. So the target set for nLIGHT is much more vast. Ukraine might be able to get away with 'good enough' lasers for some use cases. But nLight is going after much more https://twitter.com/i/web/status/2021793163137233375 https://twitter.com/i/web/status/2021793163137233375"
X Link 2026-02-12T03:47Z 12.4K followers, [--] engagements

"$LASR CEO Dropped Insight @ Cowen Yesterday Here are some notes/updates focused on defense. I touched on (most) of these points in detail in the report I linked - Core focus in directed energy sensing then advanced manufacturing. High power lasers critical for each. - In directed energy wide range of applications. Basically use a laser to transfer energy to damage to degrade and destroy various threats. Range from low power counter drone to high power (group 3) drones rockets artillery etc. all the way to missiles. Then theres also strategic applications for air-based and space applications."
X Link 2026-02-12T13:00Z 12.5K followers, [----] engagements

"@jostew97 Thats on an individual investor to decide. I'm sure there are some really solid valuation models out there that exist with unit economics"
X Link 2026-02-12T17:21Z 12.4K followers, [--] engagements

"Posted https://x.com/crux_capital_/status/2022301247710085323s=20 🚨 $ALMU Is it time A lot has shifted over the last few months First was the fireside chat in December Then it was the earnings call on Tuesday Up to this point Aeluma has been a cool tech but its a far away story. I think things are pivoting Lets dig in to some of https://t.co/IkclKiajPU https://x.com/crux_capital_/status/2022301247710085323s=20 🚨 $ALMU Is it time A lot has shifted over the last few months First was the fireside chat in December Then it was the earnings call on Tuesday Up to this point Aeluma has been a cool"
X Link 2026-02-13T13:27Z 12.5K followers, [----] engagements

"Check out this post as well from my buddy - https://open.substack.com/pub/misterstockwell/p/revelations-211utm_campaign=post-expanded-share&utm_medium=post%20viewer https://open.substack.com/pub/misterstockwell/p/revelations-211utm_campaign=post-expanded-share&utm_medium=post%20viewer"
X Link 2026-02-13T13:27Z 12.7K followers, [----] engagements

"I really appreciate when accounts put out educational content @Tesla_Teslaway Also you don't see much content around CPU's these days This article does a really good job of explaining some key concepts that investors should understand Highly recommend giving it a read https://t.co/4shLsKWINd https://t.co/4shLsKWINd"
X Link 2026-02-15T05:17Z 12.7K followers, 14.7K engagements

"$GLW The backbone of the AI buildout Corning manufactures the optical fiber ribbon cable and high-density connectivity systems that hyperscalers deploy inside AI campuses. A recent multi-year $6B supply agreement with Meta Platforms underscores demand visibility Optical comms seeing most aggressive growth One of the largest companies in this space @ $110B Did you know they also make the cover glass for Iphones I am not positioned in this one but I would be looking for a nice cool off before entering. Ideally around $100 for me Not financial advice"
X Link 2026-02-16T01:43Z 12.7K followers, [----] engagements

"@BenzyStocks patience"
X Link 2026-02-04T21:51Z 12.7K followers, [----] engagements

"This is really solid DD here $lpth I really like this style of post and also appreciate the guidance and valuations @fundmyfund may be old but he is wise https://t.co/wj8t20sDLb https://t.co/wj8t20sDLb"
X Link 2026-02-13T18:21Z 12.7K followers, [----] engagements

"$ALMU Going After Detectors Management has explicitly stated that they do not intend to compete in the high-volume laser market in the near term While there is a shortage of lasers in the industry there are already many established players who can build them and that's not where their time will be best spent They are prioritizing high-speed detectors (100G-200G) because these are currently "high-value" components that sell for several dollars each rather than cents. They believe their platform allows them to win on price in this specific category. This is a massive signal of capital"
X Link 2026-02-13T21:03Z 12.7K followers, [----] engagements

"Photonics investors you'll want to read this $POET $ALMU $LITE $CIEN $AAOI This weekend I will post an updated Photonics watchlist Lot's of these names have run a bunch over the last couple months I'll share what levels I'm watching and why These will trickle in over the weekend Turn on notifications so you don't miss any the algo has been burying me lately 🚨 Where Is The Photonics Trade Headed Next $AAOI $POET $GLW $MRVL $CIEN $LITE & $COHR earnings came out last week. So lets talk about what they actually told us and how that signal flows through the rest of the ecosystem. When companies"
X Link 2026-02-14T02:38Z 12.7K followers, 13.8K engagements

"We know. $KOPN Did You Know Advanced microdisplays power soldier-worn AR and autonomous platforms. Thats why U.S.-based manufacturing and AI-enabled display intelligence matter for defense readiness. At Kopin its built together here at home. #AugmentedReality #ArtificialIntelligence https://t.co/duBcXfpIij Did You Know Advanced microdisplays power soldier-worn AR and autonomous platforms. Thats why U.S.-based manufacturing and AI-enabled display intelligence matter for defense readiness. At Kopin its built together here at home. #AugmentedReality #ArtificialIntelligence https://t.co/duBcXfpIij"
X Link 2026-02-14T05:47Z 12.7K followers, [----] engagements

"$LITE What a chart I have to say these charts can be really hard to trade. I remember people telling me it was over valued in the $160s the $280s the $380s and of course in the $500's. And of course I had those fears as well but I believed in the sector and in Lumentum as a leader. I am not here to tell you how to feel about the stock at all I have been in it since the $160's trimmed alot in the 380's when it was my largest photonics holding added some back in the 420's and now im sitting on a decent size position. I anticipate [--] of two things happening going forward from here. Their earnings"
X Link 2026-02-14T13:48Z 12.7K followers, [----] engagements

"$COHR Will surprise the market in Q4 I believe that the market is under appreciating the supply that Coherent will be able to bring by year end This is my highest conviction photonics play for this year at current levels based on risk:reward (keep in mind I am positioned from the 80's) I don't think the chart looks great here though Would like the opportunity to add some more in the 170-190 range Otherwise I will just be holding my position as it is size able at this point NFA do your own diligence https://twitter.com/i/web/status/2022756899377287623"
X Link 2026-02-14T19:36Z 12.7K followers, [----] engagements

"$AAOI one of the more volatile Photonics names I think the market doesn't quite know how to feel about them yet I believe [----] is going to be a crucial year for them If they can ship in high volume and meet demand we might see this kind of uptrend continue as it re-rerates It if doesn't I would assume more of the same volatility with sideways chop in a zone For me I've been adding on every tap of the green uptrend line. Seems to be working Will hold this position and keep doing the same until something changes. NFA of course do your own digging"
X Link 2026-02-14T22:45Z 12.7K followers, [----] engagements

"🚨Photonics Education Saturday $LITE $POET $COHR $AXTI $ALMU $MRVL Today's topic is Co-packaged Optics (CPO) If you invest in this space you need to understand why CPO is when it is coming and why it's significant AI networks are starting to hit a wall where moving the data costs too much power and creates too much heat. At the next speeds we are wasting too many watts connecting chips. CPO means the optics get placed right next to the switch chip so light begins almost immediately. Youre shrinking the electric part of the connection to basically nothing then using fiber for the rest. This"
X Link 2026-02-15T00:33Z 12.7K followers, 27.6K engagements

"@leafinapond Thanks thats really kind I guess theres no way to know😂 wow did you get in before uplisting"
X Link 2026-02-15T01:44Z 12.7K followers, [---] engagements

"@YodaUnbound I was told that about $lite at $300 just a month ago"
X Link 2026-02-15T01:45Z 12.7K followers, [---] engagements

"If you are new to my page and interested in Photonics $POET $LITE $COHR $ALMU $AXTI $CIEN This post linked here & the comment section are a great place to start I will also be posting an updated Photonics landscape thread that covers all the different companies and where they fit in the stack Will be very useful We are so early on Photonics. $LITE $POET $AAOI $COHR $MRVL There is so much to learn about Photonics/Optics I learn more and more everyday A major goal of my page is to be a place where people can come and learn both about the tech and the companies poised to capture market We are so"
X Link 2026-02-15T03:36Z 12.7K followers, [----] engagements

"$MRVL I'm mostly interested in in 2027/2028 I think there is a lot that they need to figure out in the meantime And I am mostly interested in what they will be doing with dissaggregated memory and optical scale-up But those will both take some more time so I am just watching on the side line till then If the stock finds itself in the low 60's I might be a buyer If not I am happy waiting NFA do your own diligence https://twitter.com/i/web/status/2023031858192355598 https://twitter.com/i/web/status/2023031858192355598"
X Link 2026-02-15T13:49Z 12.7K followers, [----] engagements

"@theodore_invest Yeah they are being very silent right now on specifics. The earnings call had alot of good insight though"
X Link 2026-02-16T03:16Z 12.7K followers, [---] engagements

"Im tracking two key players in the photonics space $ALMU and $POET both building the future of high-speed connectivity. Today let's do a deep dive on Aeluma a semiconductor company creating a platform that could redefine AI autonomous driving and quantum computing You won't want to miss this thread 🧵"
X Link 2025-10-09T13:33Z 12.7K followers, 66.7K engagements

"How does a company with a $280M market cap credibly talk about a $3.3 billion revenue target It's a question that makes you stop and think and for $ALMU it's one they've been surprisingly open about answering. I've been spending a lot of time trying to connect the dots between Aeluma's current valuation and the massive ambition the company has. The bull case has been laid out. The company is targeting a $4.9 billion SAM (Service Addressable Market) for [----]. What's really attention-grabbing is that the CEO said they see a path to capturing a 'majority' of the SAM. This is aligned with an"
X Link 2025-10-29T17:58Z 12.7K followers, 13.1K engagements

"Current market volatility is creating a divergence in the AI sector. $ANET $CLS $CDNS $AMAT $LRCX While hype stocks remain expensive the physical and digital infrastructure layer is seeing indiscriminate selling. I screened for a specific high-conviction setup: Wide Moat: Structural competitive advantages Execution: Confirmed recent earnings beats and guidance raises. Valuation: Trading at a discount to intrinsic fair value. Here are [--] companies that I am watching where the fundamentals are accelerating but the price is goin down 🧵"
X Link 2025-11-21T12:48Z 12.6K followers, [----] engagements

"1/ Cadence Design Systems $CDNS As one half of the EDA duopoly Cadence provides the essential software required to design 3nm and 2nm AI chips. Its new "Cerebrus" tool has deepened this moat using AI to automate the chip design process itself. A feature that has already completed over [----] successful commercial tape-outs. Q3 earnings beat expectations at $1.93 (vs $1.79) delivering a 7.8% surprise. Management also raised full-year revenue guidance and reported a record backlog of $7.0 billion securing high visibility into [----] revenue despite broader macro volatility. This has left the stock"
X Link 2025-11-21T12:48Z 12.6K followers, [---] engagements

"🚨 Let's talk $ALMU in the context of Trumps Genesis Mission EO. The order elevates semiconductors microelectronics quantum advanced sensing and defense-related tech as national challenge areas under a DOE-led AI Manhattan Project. $ALMU sits squarely in that space: wafer-scale SWIR photodetectors photonic devices optical interconnects for AI/HPC defense and quantum systems. Theyre not $NVDA or $HPE but they already have DARPA DOE Navy and NASA contracts plus a slot in the DoD Microelectronics Commons (MMEC). That puts them inside the trusted-supplier ecosystem just as DOE is spinning up"
X Link 2025-11-25T12:30Z 12.5K followers, [----] 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. https://twitter.com/i/web/status/1998375080473375194 https://twitter.com/i/web/status/1998375080473375194"
X Link 2025-12-09T12:52Z 12.6K followers, [---] engagements

"🚨 Photonics 101: A Simple Guide for Investors $POET $LITE $COHR $ALMU $MRVL My goal here is to teach the fundamentals Here is a clean and simple map of what photonics does how the optical stack works and where each company fits. Share and save this thread 🧵 $AAOI $TSEM $GFS $CIEN $AVGO $ANET $FN $GLW $SMTC $MTSI $NVDA $AIXA"
X Link 2025-12-10T13:35Z 12.6K followers, 113.5K engagements

"🚨Big buying day for my port Took [--] new positions: $LASR $OPTX and $POCI In this post I want to break down my quick thesis for each company what excites me what concerns me and what I am watching for For each position my intention is to DCA over weeks/months and manage the position as needed due to earnings geopolitical climate macro concerns etc. I do not believe that I am catching the bottom on any of these names but I want exposure now I believe that each of these names carries downside risk some more than others. Please do your own due diligence. None of this is a recommendation 1) Lets"
X Link 2026-01-22T03:48Z 12.5K followers, 64.4K engagements

"Whenever I don't understand a sector But know that its an investible space I follow people that have a deep understanding of it. Nuclear is one of them $SMR $ASPI $LEU $OKLO I want to be positioned here So I follow people like @OptimusAAIG I read his work and dig into different aspects that I need to build some of my own conviction Then I take a position Highly recommend giving him a follow and reading all of his takes on Nuclear especially https://t.co/ea4Pogdi46 https://t.co/ea4Pogdi46"
X Link 2026-01-23T16:22Z 12.6K followers, [----] engagements

"A laser that can shoot down hypersonic missiles $LASR The Dept. of War is making it clear that Scaled Direct Energy is a defining kinetic capability in [----] nLight ($LASR) is positioned at the center of this paradigm and they are on track to a deliver a 1-MW class laser weapon prototype in the first half of [----]. 50kw systems address drones 1MW provides the thermal intensity required to destroy hypersonic glide vehicles and ballistic threats at the speed of light This platofrm serves as the high-energy engine for the $151B SHIELD IDIQ and the multi layered Golden Dome homeland defense shield."
X Link 2026-01-30T14:00Z 12.6K followers, 12.2K engagements

"$KOPN added another aviation program to the stack They just landed an initial microdisplay production order for integration into a new rotary wing helmet mounted display system tied to a mission critical defense application Some takeaways - - Rotary wing which is a high workload cockpit - Helmet mounted AR earns its keep - Qualification plus reliability tends to translate into staying power -European prime channel customer - This is how rev gets a repeatable cadence as primes pull proven components across variants uprgades and spaes - Framed as an ongoing multi year program - Reinforces their"
X Link 2026-02-03T17:00Z 12.6K followers, [----] engagements

"Whose here for the $COHR earnings Will cover it extensively tonight after I hear ER call Yes - for $COHR Yes - for sector Yes - for $COHR Yes - for sector"
X Link 2026-02-04T20:09Z 12.6K followers, 13.6K engagements

"Really strong earnings $COHR Not the best price action but I guess it's not too surprising coming after $LITE blowout and the market is looking too near term IMO Dropped some notes during the ER call in the comment section here below and will do a full extensive post later today Whose here for the $COHR earnings Will cover it extensively tonight after I hear ER call Whose here for the $COHR earnings Will cover it extensively tonight after I hear ER call"
X Link 2026-02-04T22:23Z 12.6K followers, [----] engagements

"$COHR earnings sure were. exciting There is a lot to unpack here. That price action definitely could make you question your thesis. But if you dig under the headlines the story is very compelling and I am a buyer. Coming off of a massive $LITE earnings I believe that market had really high expectations for $COHR. But its not an apples to apples comparison. There is a massive valuation gap. $LITE deserves the premium because its a cleaner more concentrated AI optics earnings stream so the growth shows up more directly in the consolidated numbers. $COHR is still a blended story (datacenter +"
X Link 2026-02-05T03:29Z 12.6K followers, 27.3K engagements

"$LITE just catching all the bids What a monster stock Google's CAPEX is super bullish Lumentum. Also bullish $COHR but not to the same degree @stefano_kerope True $LITE and $COHR are large beneficiaries from this. https://t.co/A3nxoIQ3iE @stefano_kerope True $LITE and $COHR are large beneficiaries from this. https://t.co/A3nxoIQ3iE"
X Link 2026-02-05T05:00Z 12.5K followers, [----] engagements

"🚨We just got the two most important photonics earnings of the quarter $LITE & $COHR If you are interested in photonics please read We talked about them individually so now lets talk about what actually matters for the photonics trade. First: AI optics demand is accelerating Lumentum just did $665M in Q2 (+65% YoY) and guided to $805M next quarter (+85% YoY). Thats a step-function. Some of the most crucial bits from their call - Cloud transceivers inflect Optical circuit switches (OCS) ahead of plan CPO orders landing earlier than expected 1.6T moving faster than most modeled Coherent is"
X Link 2026-02-05T14:05Z 12.5K followers, [----] engagements

"The 6-inch wafer is foundational to my long thesis $COHR In a supply constrained world be the company that can produce the most. Working on a full writeup that explains exactly why this is so significant why its a mid-term story and why I am so bullish $COHR earnings sure were. exciting There is a lot to unpack here. That price action definitely could make you question your thesis. But if you dig under the headlines the story is very compelling and I am a buyer. Coming off of a massive $LITE earnings I believe that market $COHR earnings sure were. exciting There is a lot to unpack here. That"
X Link 2026-02-05T14:50Z 12.5K followers, [----] engagements

"$KOPN remains one of my favorite story stocks A story stock because I believe in the vision of management the need for their solutions the partnerships they are forming and the moat. But I also understand that the near term will be very volatile and it carries a high valuation that prices in future growth. So when I have 'story' stocks like this I take a position and then DCA a lil bit everyday https://t.co/yURgTbQpRJ https://t.co/yURgTbQpRJ"
X Link 2026-02-05T16:33Z 12.5K followers, [----] engagements

"$COHR "In addition contributions from the 1.6T ramp 6-inch InP cost advantages and commercialization of CPO/scale-up architectures are more likely to become visible in the calendar years second half. As such limited short-term earnings elasticity does not alter the medium-term optical bottleneck thesis; instead it suggests the industry remains in an early transition phase from demand confirmation toward profit realization." For anyone with a focus into Q2/Q3 this is it. I think these earnings later this year are really going to hit. Review $COHR 4Q25: Optical Bottleneck Thesis Intact;"
X Link 2026-02-05T21:22Z 12.6K followers, [----] engagements

"🚨Exciting news Ive got [--] big reports in the works $LITE and $COHR and entite photonics pulse check after earnings $LASR & $OPTX Deep dives And [--] suprise article Will post more about each today but the full reports will be posted on Substak for free (linked in comments) over the coming day/weeks Please check it out https://twitter.com/i/web/status/2019819437139124462 https://twitter.com/i/web/status/2019819437139124462"
X Link 2026-02-06T17:04Z 12.6K followers, 13.9K engagements

"It's crazy how much price could change sentiment Did anyone end up buying over the last couple days If so what did you pick up I ended up taking some drone plays that I've never touched before like $RCAT $PDYM $DPRO In addition to adds to my $COHR $LASR and all my other DCA plays as always https://twitter.com/i/web/status/2019862333993165260 https://twitter.com/i/web/status/2019862333993165260"
X Link 2026-02-06T19:54Z 12.6K followers, [----] engagements

"@wey_how12640 @fundmyfund Haha at the end of the day I just will keep both in my portfolio😂"
X Link 2026-02-07T02:20Z 12.6K followers, [---] engagements

"When I first started digging into nLight $LASR I set out with these questions in mind: What is nLight What do they do What products do they make What partnerships do they have What is their leadership caliber How do they make money What is the current geopolitical landscape What tailwinds/headwinds will the company be facing Is it a good investment What do their earnings/financials look like What is the market missing if anything What would make me not invest if any reason I am putting all my notes together into a very comprehensive report for you all Really excited to share it. Will share"
X Link 2026-02-07T14:14Z 12.5K followers, 21.5K engagements

"$LASR Deep dive coming to a finish I have about [--] more hours of writing/editing to do This is by far my most comprehensive report I've ever written for the public I was contemplating plugging my finished report into NotebookLM and creating an audio version of it as well Is that something you guys would be interested in I've never done it so let me know in the comments https://twitter.com/i/web/status/2020581540955308155 https://twitter.com/i/web/status/2020581540955308155"
X Link 2026-02-08T19:32Z 12.5K followers, [----] engagements

"@martijnde_boer Polymer modulators could lower power and cost at 1.6T+ LWLG is trying to unlock that layer if they can get qualified into foundry flows. InP supply is constrained ALMU could be a release valve with their 12-inch wafer"
X Link 2026-02-09T14:25Z 12.6K followers, [---] engagements

"If $LASR can deliver a 1-megawatt class laser the implications are significant. That power tier moves directed energy beyond drone defense and into strategic air and missile defense missions. The DoD is funding megawatt-scale systems aimed at engaging cruise-missile-class targets and other hardened aerial threats where interceptor inventories and reload timelines become real constraints. Think deployment to naval fleets forward operating bases major ports you name it. Anything critical to the U.S. and allied partners that is under threat will want this technology Full deep dive on $LASR will"
X Link 2026-02-10T02:20Z 12.6K followers, [----] engagements

"This article is really long (8000 words) $LASR I know some of you ain't got time for that So I am going to make an audio version Will post on the stack Linked in comments https://t.co/G6LX8q56ZJ https://t.co/G6LX8q56ZJ"
X Link 2026-02-11T12:51Z 12.5K followers, [----] engagements

"@aleabitoreddit Almu😉😉"
X Link 2026-02-11T14:58Z 12.5K followers, [----] engagements

"There is alot to cover in the AI trade today: $VRT - up 22% after earnings $META - 1GW data center in Indiana $ALAB - down 20% after earnings $ALMU - earnings after market $GFS - up 14% after earnings $AEHR - up 30% after earnings I'll cover all these updates later today Follow along if interested $VRT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.88B (Est. $2.89B) 🟡; +23% YoY 🔹 EPS: $1.14 (Est. $1.30) 🟡 🔹 Backlog: $15.0B; +109% YoY 🔹 Organic Orders: +252% YoY; book-to-bill 2.9x 🔹 Adj. Free Cash Flow: $910M; +151% YoY FY Guide: 🔹 Revenue: $13.25B$13.75B (Est. https://t.co/r8SPQh5Vgb $VRT"
X Link 2026-02-11T19:45Z 12.6K followers, [----] engagements

"As promised I am now deep into my $OPTX report $LITE & $COHR + Sector pulse ✅ $LASR deep dive ✅ Now deep in $OPTX This is going to be a good one. You won't want to miss it. Will be dropping snippets as I work my way through it Learned my lesson with the LASR report it wont be as long 😂 I'll aim for 2000-2500 words for X and then maybe a longer one for the stack Whose watching $OPTX Let me know 🚨Exciting news Ive got [--] big reports in the works $LITE and $COHR and entite photonics pulse check after earnings $LASR & $OPTX Deep dives And [--] suprise article Will post more about each today but the"
X Link 2026-02-12T03:16Z 12.5K followers, [----] engagements

"$LITE You have exceeded all of my expectations You need to have $LITE on your radar if you care about AI scaling. A main constraint is shifting. The cluster is the computer and the network is starting to gate the buildout. Lumentum sits at the choke point: InP lasers (sold out) Transceivers (higher $/port if they execute) https://t.co/hvVWjZNlfc You need to have $LITE on your radar if you care about AI scaling. A main constraint is shifting. The cluster is the computer and the network is starting to gate the buildout. Lumentum sits at the choke point: InP lasers (sold out) Transceivers"
X Link 2026-02-12T17:12Z 12.6K followers, [----] engagements

"Read this before my $ALMU post tomorrow morning Will lay some foundation One of the first things that caught my attention on $ALMU Their CEO stated that it was his ambition to capture a 'majority' of their SAM (4.9B) in [----] As I have become much more involved in researching the company over the last few months I wanted to share some of my latest One of the first things that caught my attention on $ALMU Their CEO stated that it was his ambition to capture a 'majority' of their SAM (4.9B) in [----] As I have become much more involved in researching the company over the last few months I wanted"
X Link 2026-02-13T02:58Z 12.6K followers, [----] engagements

"Mass production of high performance semiconductor on large diameter silicon wafers (200-300mm). This unlocks mass markets like mobile that want the tech but have been ultimately cost prohibited. TLDR; they make high end stuff on the cheap cheap at higher volumes at the same quality as incumbents https://twitter.com/i/web/status/2022155140606955571 https://twitter.com/i/web/status/2022155140606955571"
X Link 2026-02-13T03:45Z 12.6K followers, [---] engagements

"@Kaizen_Investor Throw some photonics in there $LITE $COHR $AAOI $ALMU $POET"
X Link 2026-02-13T20:31Z 12.5K followers, [----] engagements

"@Tiger_Strat @Para_Capital It paid off"
X Link 2026-02-14T03:17Z 12.6K followers, [--] engagements

"@Tanr45 Think we'll get some news soon"
X Link 2026-02-14T22:46Z 12.5K followers, [---] engagements

"@bigeye306 Great questions"
X Link 2026-02-15T00:10Z 12.5K followers, [---] engagements

"$AAOI Is my newest data center infra position $AAOI has been on my radar for a long time because its one of those stories where the core business can fund the upside and when execution shows up the http://x.com/i/article/2016879929833713664 http://x.com/i/article/2016879929833713664"
X Link 2026-01-29T14:37Z 12.7K followers, 125.7K engagements

"🚨Let's talk about the state of AI Infrastructure There were lot's of recent earnings + updates that give us insight into the AI trade In this post I will specifically reference recent earnings from $VRT $ALAB $ALMU & $GFS and then news from $AEHR $META $GOOG Let's start with the hyperscalers Today Meta announced that it broke ground on their 1GW $10 Billion data center in Indiana. To put this in perspective this is enough to power hundreds of thousands of homes. These GW sites are critical for their next gen models offering the higher bandwidth and lower latency required for high-densty"
X Link 2026-02-12T01:23Z 12.6K followers, [----] engagements

"@DeNebulord Nice trade Banshee"
X Link 2026-02-13T20:33Z 12.7K followers, [---] engagements

"We are so early on Photonics. $LITE $POET $AAOI $COHR $MRVL There is so much to learn about Photonics/Optics I learn more and more everyday A major goal of my page is to be a place where people can come and learn both about the tech and the companies poised to capture market share So I want to open up a post here to just have a discussion/ Q&A Ask me ANYTHING here From the fundamentals to the more technical I will do my best to answer all the questions and pull references when needed. And if I don't feel confident in my response I will state that and do more research Please just be specific"
X Link 2025-12-26T21:13Z 12.7K followers, 101.3K engagements

"There in fact was a lot of momentum building when I posted this $POET $LITE $COHR $AAOI $ALMU I look forward to creating another post like this after we get all the earnings calls 🚨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 https://t.co/3thsTCsyj6 🚨There is a ton of momentum building in photonics right now. $POET $MRVL $LITE $COHR $AAOI $TSEM $CIEN Every part of"
X Link 2026-02-02T14:37Z 12.7K followers, 46.9K engagements

"Here are some of the stock on my watchlist $LITE $LPTH $COHR $LASR $MU Let me know if you want to hear my thoughts on any Or what levels I am watching While no one knows how low we could go finding the right companies that don't deserve to sell off is where the alpha lies I own a good bit of these Looking to DCA and build some new as well https://twitter.com/i/web/status/2019128818339049700 https://twitter.com/i/web/status/2019128818339049700"
X Link 2026-02-04T19:19Z 12.7K followers, [----] engagements

"Education Saturday📓 Photonics Glossary and Key Terms If you follow $LITE $COHR $POET $AAOI $ALMU etc. these are some the terms that you should know that will show up on the calls Photonics Photonics is the use of light to move information instead of electricity. AI data centers are hitting physical limits in copper at higher speeds so more of the network shifts to optical. Laser A laser is the light source that makes optical links possible. When laser supply is tight the entire optical stack feels it because everything downstream depends on that photon supply. Indium Phosphide (InP) Indium"
X Link 2026-02-07T17:41Z 12.7K followers, 23K engagements

"War is fundamentally changing. Energy is replacing ammunition. Power is replacing inventory. $LASR builds the lasers that make this possible. Let's dig in to my largest defense investment. http://x.com/i/article/2020882525695127552 http://x.com/i/article/2020882525695127552"
X Link 2026-02-11T00:59Z 12.7K followers, 46K engagements

"Just dropped the deepest report Ive ever written $LASR $LMT $DRS $LPTH If you care about the future of defense investing save this post tagged below and read it when you have some time https://t.co/G6LX8q56ZJ https://t.co/G6LX8q56ZJ"
X Link 2026-02-11T02:00Z 12.7K followers, 25.9K engagements

"$ALMU Dropped some bombs during their earnings call If you follow photonics you'll want to hear this $POET $LITE $COHR $AXTI What has felt like a far away story is suddenly getting pulled forward. Tomorrow @ 8:00AM EST I will be posting my thoughts on the call. The major takeaway is that this is very pivotal year and the market IMO is under appreciating the potential here. Notifications on https://twitter.com/i/web/status/2022059469786821106 https://twitter.com/i/web/status/2022059469786821106"
X Link 2026-02-12T21:25Z 12.7K followers, 14.4K engagements

"$AAOI broke ground on Sugarland We plan to increase our investment in this facility and our headquarters from $150 million to potentially $300 million by the end of next year. Now why would they go and do that https://t.co/hNNpzPiXup https://t.co/hNNpzPiXup"
X Link 2026-02-13T17:40Z 12.7K followers, [----] engagements

"$AVAV is interesting down here $AVAV : Citizens reiterates maintains $ Analyst sees long-term capital appreciation driven by defense spending tailwinds BlueHalo merger synergies and a $50B+ market opportunity. https://t.co/j60WSP1ypl $AVAV : Citizens reiterates maintains $ Analyst sees long-term capital appreciation driven by defense spending tailwinds BlueHalo merger synergies and a $50B+ market opportunity. https://t.co/j60WSP1ypl"
X Link 2026-02-13T19:34Z 12.7K followers, [----] engagements

"@SJCapitalInvest @T1_Energy Awesome man"
X Link 2026-02-14T14:08Z 12.7K followers, [---] engagements

"@ButcherKuka Yes I am patient"
X Link 2026-02-14T20:55Z 12.7K followers, [---] engagements

"@SocraticScribe Interesting read and deep diligence man So if this is the case why do you think Kapoor had to inject his own capital also what are you expecting to see during their next earnings around their cash position and funding"
X Link 2026-02-15T14:01Z 12.7K followers, [---] engagements

"$CIEN Has that look I did a quick post on it recently (tagged below) Increasing exposure in and around the data center $5B backlog Support for [----] rev and clear demand for [----] Customers are prioritizing network investments With charts like this I look to add near that supporting trendline especially if it matches up with a moving average (200ma should line up soon) If earnings are promising and justify further upside and we get a dip I would be interested around that $250 level NFA do your own diligence 🚨Photonics investors it's time to talk about $CIEN I (unfortunately) no longer have a"
X Link 2026-02-15T15:15Z 12.7K followers, [----] engagements

"@BelfortsTaxGuy Now were talking Is $COHR one of your main positions for capturing CPO"
X Link 2026-02-15T15:42Z 12.7K followers, [---] engagements

"$ALMU One of my only 'red' photonics positions At current levels I believe Aeluma provides significant upside potential It still has lots to prove of course and there is risk in its early stage nature But as I covered in the quoted post below every update we've got from them recently is showing that they are in a pivotal stage This is a buy on every dip to the blue zone for me. Keep in mind this is a [----] holding for me (unless something breaks in the mean time) And this is one of the few names in the Photonics space that I am in the red on my position. But if they execute the way I think"
X Link 2026-02-15T16:10Z 12.7K followers, [----] engagements

"@genZinvest0r I didnt know wed get here again but glad we did"
X Link 2026-02-15T18:24Z 12.7K followers, [---] engagements

"@Advoking Yes sir thats a big one for mobile"
X Link 2026-02-15T21:26Z 12.7K followers, [---] 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 58% 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 12.7K followers, 216.4K engagements

"🚨 Where Is The Photonics Trade Headed Next $AAOI $POET $GLW $MRVL $CIEN $LITE & $COHR earnings came out last week. So lets talk about what they actually told us and how that signal flows through the rest of the ecosystem. When companies at this layer post strong quarters at the same time guide higher and openly talk about being sold out it means real infrastructure is being built in a very significant way. Hardware is being ordered systems are being installed and capacity is being scaled. Thats what makes their results so useful as signals. What Lumentum Holdings and Coherent Corp just"
X Link 2026-02-09T13:13Z 12.7K followers, 63.7K engagements

"🚨 $ALMU Is it time A lot has shifted over the last few months First was the fireside chat in December Then it was the earnings call on Tuesday Up to this point Aeluma has been a cool tech but its a far away story. I think things are pivoting Lets dig in to some of the key points from the call and I really want you to feel the shift in the energy and timing. Also please share/save this if you find this info valuable CEO Klamkin started things off by dropping a bomb. The top four hyperscalers invested more than $300billion in data center Capex in [----] and this number is expected to surpass"
X Link 2026-02-13T13:26Z 12.7K followers, 12.1K engagements

"I am setting out on a very ambitious goal $POET $LITE $COHR $CIEN $AXTI I have just started what will be my most extensive and exhaustive report I've ever written For photonics investors it will be the holy grail My goal is to cover everything. If you know nothing about Photonics this report will be a goldmine for you. I will make it as easy as possible to understand. If you are already familiar this will strengthen your knowledge base and give you a very actionable investment landscape. So far the first version of my outline is: How data physically moves inside AI data centers Where"
X Link 2026-02-16T05:20Z 12.7K followers, 13.4K engagements

"@unusual_whales If the Fed becomes an arm of the White House the idea of independent monetary policy is officially dead"
X Link 2025-08-26T19:08Z 12.7K followers, 10.8K engagements

"My new deep-dive on POET Technologies $POET is live. With $300M and its first production orders the company is at a critical inflection point. The risk is no longer financing; it's 100% manufacturing. I break down the tech the partners the risks the massive competition and the 5-year revenue models. 100% Free Substack Please share this so all $POET investors can have access https://open.substack.com/pub/cruxcapitalgroup/p/an-analysis-of-poet-technologiesr=6so16n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-11-05T23:45Z 12.7K followers, 35.9K engagements

"What does $POET actually sell Weve covered why $POET's technology is a big deal for AI. But for investors its just as important to understand what the company is actually selling and how its product lineup is designed to win. The key to their strategy is that their Optical Interposer platform is not a one-trick pony. Its a flexible "foundry" for building the two main categories of optical products that AI data centers need both for today and for tomorrow. First POET is building "Optical Engines" for the massive multi-billion-dollar market for pluggable modules that are being installed right"
X Link 2025-11-03T20:46Z 12.7K followers, 20K engagements

"The clean energy transition wont happen without solving one thing: storage. And one U.S. company is betting the future on zinc + water instead of lithium. This is the story of Eos Energy $EOSE and its mission to rebuild the power grid. 🧵"
X Link 2025-10-19T19:14Z 12.7K followers, [----] engagements

"Let's talk about what $POET Technologies does in terms that non-technical investors can understand. If you haven't been immersed in the world of AI infrastructure or chip design it's easy to get lost in the technical language. So let's set that aside. Share this post with anyone that wants to better understand the tech behind the name. At its heart the problem POET solves is a traffic jam. Imagine all the powerful computer chips inside an AI data center are like individual cities. For AI to work these cities need to share enormous amounts of information with each other constantly and"
X Link 2025-10-28T12:15Z 12.7K followers, 13.8K engagements

"The Photonics Imperative in the Age of AI $POET To fully appreciate the opportunity and the challenge facing POET Technologies you must first understand the profound technological shifts occurring within the global data infrastructure. The rapid widespread adoption of artificial intelligence particularly LLMs and generative AI is creating an unprecedented demand for computational power. This in turn has exposed a critical bottleneck not in the processors themselves but in the communication pathways that connect them. Traditional electronic interconnects are hitting fundamental physical limits"
X Link 2025-10-25T19:55Z 12.7K followers, 21.8K engagements

"What exactly is the Optical Interposer and how does it work $POET In today's AI data centers the optical engines that move data with light are built using a "discrete" method. This means tiny individual parts (lasers lenses filters and chips) are assembled one by one. The biggest problem is a process called active alignment. A robot must turn each laser on then physically wiggle the other components with microscopic precision to find the strongest light signal before locking them in place. This is an expensive slow and delicate manufacturing step that is extremely difficult to scale to the"
X Link 2025-11-02T15:20Z 12.7K followers, 21.7K engagements

"1/15 🧵 $LCID Deep Dive Lucid sits at the intersection of luxury EVs and cutting-edge efficiency. Think world-class range (Air) a new three-row flagship (Gravity) and platform/IP optionality (tech supply + robotaxi). But the paradox is real: elite engineering vs. heavy losses and choppy execution. This thread distills the full picture: products tech operations finances catalysts risks so you can decide if Lucid merits a [--] year bet in a volatile EV cycle. Let's dive in"
X Link 2025-08-29T02:46Z 12.7K followers, 13.7K engagements

"This press release from $POET and $SIVE Semiconductors is one of the most important strategic announcements the company has ever made. To understand why you need to know about the war for the future of the data center. The entire industry is in a massive debate over "pluggable" optics versus "Co-Packaged Optics" (CPO). Pluggable modules are the current standard like high-tech USB sticks that plug into the front of a switch. POET's main 800G and 1.6T optical engines are designed for this massive market. But CPO is the disruptive challenger. Pushed by giants like Nvidia and well-funded rivals"
X Link 2025-11-06T14:00Z 12.7K followers, [----] engagements

"I think this news is a significant step forward for $POET See my full in depth thought process below👇 Share with any $POET bull https://open.substack.com/pub/cruxcapitalgroup/p/poet-technologies-takes-a-major-stepr=6so16n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cruxcapitalgroup/p/poet-technologies-takes-a-major-stepr=6so16n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-11T21:01Z 12.7K followers, [----] engagements

"POET x QUBT: A Massive Step Forward POET Technologies $POET and Quantum Computing Inc. $QUBT just announced a plan to co-develop a 3.2-terabit optical engine. On paper it could seem like another product milestone. In reality it validates one of POETs biggest strengths. Integration. The design targets Co-Packaged Optics (CPO) for AI and data center systems. Thats important because (as we've discussed in our report) CPO has long been viewed as a possible risk to POETs pluggable business. This deal helps flips that narrative. It shows POETs platform can serve both sides current pluggables and"
X Link 2025-11-11T15:34Z 12.7K followers, [----] engagements

"$IXHL Incannex is a nano-cap biotech ($35M MC) out of Australia that could be sitting on a blockbuster pipeline. With three Phase [--] programs in sleep apnea arthritis and anxiety all areas with few solutions but huge markets Incannex might be one of the most asymmetric plays in biotech right now. Let's dive in 🧵"
X Link 2025-08-17T14:44Z 12.7K followers, 12K engagements

"@unusual_whales If 250% debt-to-GDP is fine then debt doesnt matteruntil the world decides it does"
X Link 2025-08-26T14:59Z 11.9K followers, [----] engagements

"Just posted my second article on Substack $POET If you have any interest in POET Technologies this is a great place to see different perspectives and gain some deeper insight While my Substack is free throughout the rest of [----] a handful of users have 'pledged' money. This was AWESOME to see. If you feel so inclined to financially support my work I would greatly appreciate it. Lots of time and effort goes in to this and we're just getting started"
X Link 2025-11-10T21:01Z 12.7K followers, [----] engagements

Topic Creators

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

Get the top creators for a social topic

input parameters:

topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required

Example request:

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

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_rank: ranking based on all posts in the last [--] hours that have interactions
interactions_24h: Number of interactions in the last [--] hours

Category Creators

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

Get the top creators for a social category

input parameters:

category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required

Example request:

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

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_rank: ranking based on all posts in the last [--] hours that have interactions
interactions_24h: Number of interactions in the last [--] hours

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": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

creator_name: The unique screen name for the influencer
creator_display_name: The chosen display name for the influencer if available
creator_id: The [network]::[unique_id] for the influencer
creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_posts: total number of posts with interactions in the last [--] hours
creator_rank: ranking based on all posts in the last [--] hours that have interactions
interactions_24h: Number of interactions in the last [--] hours

Creator

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

Get detail information on a specific creator

input parameters:

network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
id: Provide the unique ID or screen name of the creator required

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/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_display_name: The chosen display name for the influencer if available
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_rank: ranking based on all posts in the last [--] hours that have interactions
interactions_24h: Number of interactions in the last [--] hours
topic_influence: an array of social topics and the creators ranking on each topic
topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing