#  @PhotonCap Photon Capital
Photon Capital posts on X about ai, $poet, $gfs, $form the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
### Engagements: [-------] [#](/creator/twitter::1917312438858588161/interactions)
- [--] Week [-------] +275%
- [--] Month [---------] +3,273%
- [--] Months [---------] +258,752,200%
### Mentions: [---] [#](/creator/twitter::1917312438858588161/posts_active)
- [--] Week [--] -38%
- [--] Month [--] +1,283%
- [--] Months [---] +27,400%
### Followers: [------] [#](/creator/twitter::1917312438858588161/followers)
- [--] Week [------] +9.60%
- [--] Month [------] +43%
### CreatorRank: [-------] [#](/creator/twitter::1917312438858588161/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) #4651 [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges)
**Social topic influence**
[ai](/topic/ai) #3112, [$poet](/topic/$poet) #3, [$gfs](/topic/$gfs) #1, [$form](/topic/$form) #14, [$glw](/topic/$glw) #29, [spacex](/topic/spacex) #1498, [$sndk](/topic/$sndk) #75, [strong](/topic/strong) #2634, [$tsem](/topic/$tsem) #6, [$lite](/topic/$lite) #54
**Top accounts mentioned or mentioned by**
[@aleabitoreddit](/creator/undefined) [@humphilomath](/creator/undefined) [@xterbase](/creator/undefined) [@theodoreinvest](/creator/undefined) [@cruxcapital](/creator/undefined) [@theodore_invest](/creator/undefined) [@iamfabian](/creator/undefined) [@hamsarris6](/creator/undefined) [@grok](/creator/undefined) [@stockwellsstock](/creator/undefined) [@jukan05](/creator/undefined) [@rwang07](/creator/undefined) [@semivisiontw](/creator/undefined) [@drakeondigital](/creator/undefined) [@rklbinvest](/creator/undefined) [@pearsonpc](/creator/undefined) [@tleroy5](/creator/undefined) [@harryhh1993](/creator/undefined) [@soykanyes](/creator/undefined) [@hypertechinvest](/creator/undefined)
**Top assets mentioned**
[GlobalFoundries (GFS)](/topic/$gfs) [Four (FORM)](/topic/$form) [Corning Incorporated (GLW)](/topic/$glw) [Sandisk Corporation (SNDK)](/topic/$sndk) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coherent Inc (COHR)](/topic/$cohr) [IonQ, Inc. (IONQ)](/topic/$ionq) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Micron Technology, Inc. (MU)](/topic/$mu) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) [Vicor Corp (VICR)](/topic/$vicr) [AppLovin Corporation (APP)](/topic/$app) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IBM (IBM)](/topic/ibm) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Western Digital Corp (WDC)](/topic/$wdc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Synopsys, Inc. (SNPS)](/topic/$snps) [KEYS (KEYS)](/topic/$keys)
### Top Social Posts
Top posts by engagements in the last [--] hours
"This account curates public signals on: Photonics & Quantum ✨ Semiconductor trends ⚙ Investment implications 📊 Simplifying complex tech into clear market insights. All views personal at your own risk. #NFA #DYOS"
[X Link](https://x.com/PhotonCap/status/1972428909351522491) 2025-09-28T22:31Z [---] followers, [---] engagements
"@Buldak_Crypto Hey thanks for sharing this posting with your followers. BTW is your name Korean instant noodle Buldak"
[X Link](https://x.com/PhotonCap/status/1977122488686706699) 2025-10-11T21:21Z [----] followers, [---] engagements
"@Thomas_james_1 Do you think $BULL deserves a spot on your list instead of $HOOD"
[X Link](https://x.com/PhotonCap/status/1977161698986672552) 2025-10-11T23:57Z [----] followers, [---] engagements
"Such a great comment. Couldn't agree more. When you ignore these principles you might beat the market in an uptrend but face huge losses in a downturn. For me after my returns turned negative during the tariff issue last April I started off by ensuring every trade had a clear basis whether chart fundamentals or undervaluation. Once you manage points [--] to [--] controlling your portfolios beta through cash and risk management makes the effect even stronger I believe. For sure. [--]. (Emotional Control) : . : . (stop loss) . [--]. (Lack of Patience) : (overtrading) . : . 3."
[X Link](https://x.com/PhotonCap/status/1977166775814181148) 2025-10-12T00:17Z [----] followers, [----] engagements
"@aleabitoreddit I have't found a great basis to buy BULL yet. May I ask you what makes you to buy it I've used webull but I couldn't find very interesting and stong points yet"
[X Link](https://x.com/PhotonCap/status/1977223671979950321) 2025-10-12T04:03Z [----] followers, [---] engagements
"Thanks for the heads up. It is very valuable. I dont know all the details though but from what Ive learned MMCAP is known for strict risk management and has been a long-term investor in POET. They reportedly hold POET as the second-largest position in their portfolio. Given these points it seems like they see significant potential in POET. From MMCAP's perspective their decision to exceed 10% ownership reflects strong confidence and conviction in POET's potential. (I have also the same view but in my portfolio POET is not as large as 10% yet but maybe it will be coming soon lol) For POET and"
[X Link](https://x.com/PhotonCap/status/1977404194467537076) 2025-10-12T16:01Z [----] followers, [----] engagements
"@crux_capital_ I found it frustrating that Fidelity prevents trading $ALMU. I have no idea what's going on :("
[X Link](https://x.com/PhotonCap/status/1977822938985533691) 2025-10-13T19:45Z [----] followers, [---] engagements
"same view here and there are already pretty big giants in the data center market such as $AVGO $CSCO $MRVL and many more you know. But the they own exclusive IP on interposer technologies for the MUCH lower cost though and technical view (chart) looks also pretty beautiful. I plan to be cautious while managing risk"
[X Link](https://x.com/PhotonCap/status/1977882260918690166) 2025-10-13T23:40Z [----] followers, [---] engagements
"The Korean proverb "When whales fight the shrimp's back is broken" perfectly fits the US-China trade spat where poor South Korea is the shrimp caught in the middle while the big players duke it out. This situation is similar to the African proverb "When elephants fight the grass gets trampled." I hope this is over soon"
[X Link](https://x.com/PhotonCap/status/1977965164935909419) 2025-10-14T05:10Z [----] followers, [----] engagements
"@crux_capital_ looking forward to hearing about the foundry partnerssoon"
[X Link](https://x.com/PhotonCap/status/1978107925680853069) 2025-10-14T14:37Z [----] followers, [---] engagements
"@crux_capital_ I ended up calling Fidelity to buy it. I felt like a pro making the trade over the phone though the amount I bought definitely didnt scream PRO. lol"
[X Link](https://x.com/PhotonCap/status/1978113324111032541) 2025-10-14T14:59Z [----] followers, [---] engagements
"@HarryHH1993 @soykanyes hope so"
[X Link](https://x.com/PhotonCap/status/1978554838238515591) 2025-10-15T20:13Z [----] followers, [---] engagements
"@HarryHH1993 @soykanyes Great to hear from you. I am also thiniking about opening a new account on a new plarform. I won't have to spend [--] minutes calling just to add more lol"
[X Link](https://x.com/PhotonCap/status/1978834248514605439) 2025-10-16T14:43Z [----] followers, [--] engagements
"Series B(2021) $80M Viking Global Series C(2023) $154M Fidelity Viking GV HPE Series D(2024) $400M T. Rowe Price; Fidelity GV $850M"
[X Link](https://x.com/PhotonCap/status/1972876314089754774) 2025-09-30T04:09Z [----] followers, [---] engagements
"We are still in the early days of the silicon photonics era and $AEVA is starting to attract attention. The sharp rise between April and August was largely irrational hype. Even an Aeva engineer I know personally said he couldnt understand why the stock was going up that much. Now that the bubble has passed the trajectory looks much healthier. With Trump and Xi expected to reconcile at APEC Id say the stock is likely to find its footing and continue on a steady upward trend. I've studied a bit on this (written in Korean though but I say you have Grok)"
[X Link](https://x.com/PhotonCap/status/1976915709675684116) 2025-10-11T07:40Z [----] followers, [---] engagements
"$GFS started off weaker in the US while many Asian fabs such as TSMC and Samsung did a great job with much lower costs (you know US GDP per person is way higher than those two). I know these days in the US many younger generations prefer jobs in front of a monitor rather than wearing a bunny gown. (I had a lot of experience when I did interviews as an interviewer) So GFS changed its strategy and target from pure electronics to photonics. You know we are slowly moving into the EPIC (Electronics-Photonics Integrated Circuit) era and photonics will be really needed to solve the bottlenecks in"
[X Link](https://x.com/PhotonCap/status/1976918773874426122) 2025-10-11T07:52Z [----] followers, [----] engagements
"@HyperTechInvest I am interested in $OCC and $ALMU hete. Additionally I'd like to add two more $POET and $GLW"
[X Link](https://x.com/PhotonCap/status/1977031385996313019) 2025-10-11T15:19Z [----] followers, [---] engagements
"Great list Big thanks to @HyperTechInvest However most of these names are small and mid-cap growth plays I guess (Idk all the tickers but thats my impression.) but $COHR feels a bit out of place. Coherent is already a mature optics company and the C-band market has mostly plateaued since most of the telecom and metro infrastructure is already built. Thats why $POET looks more compelling. Its O-band optical interposer technology is still in the early adoption stage and could benefit directly from the next wave of AI data center demand especially intra- and interconnects inside AI clusters. I"
[X Link](https://x.com/PhotonCap/status/1977038783116878229) 2025-10-11T15:49Z [----] followers, [----] engagements
"Im also keeping an eye on $INVZ. I think 3D MEMS LiDAR is quite a solid choice (though I personally prefer $Aeva s FMCW type eventually. You should be aware of this ticker.). From the chart perspective the big cup and handle pattern looks worth paying attention to. https://x.com/PhotonCap/status/1973382519274770552 https://x.com/PhotonCap/status/1973382519274770552"
[X Link](https://x.com/PhotonCap/status/1977039980423004501) 2025-10-11T15:53Z [----] followers, [----] engagements
"@GauchoRico I didnt realize earlier that $APP had such potential in the market but I was wrong. I picked up some shares when it abruptly dropped a few days ago. It was a great chance to add"
[X Link](https://x.com/PhotonCap/status/1977040678158057900) 2025-10-11T15:56Z [----] followers, [---] engagements
"pretty cool plot to see all the major SaaS companies in a single chart Curious which company do you think stands out the most based on this data It might be $APP Also which parameter do you think is the most impactful among EV/Gross Profit revenue growth estimates and operating margin"
[X Link](https://x.com/PhotonCap/status/1977174718764794353) 2025-10-12T00:49Z [----] followers, [---] engagements
"Kpop Demon Hunters x Nongshim Nongshim Co Ltd KRX: [------] Kpop Demon Hunters"
[X Link](https://x.com/PhotonCap/status/1979774129680314631) 2025-10-19T04:58Z [----] followers, [----] engagements
"I don't disagree but theres no rule that says a commercial contract has to be reflected in the stock price immediately. Just look at Qualcomm currently. You dont want to be the one regretting later when the price rockets. Of course I also dont want to get burned by being overweight in a small-cap name like this so Im building my position with a balanced allocation"
[X Link](https://x.com/PhotonCap/status/1981454312044974545) 2025-10-23T20:14Z [----] followers, [--] engagements
"@crux_capital_ I got $NBIS yesterday. I found it the good timing to add NBIS in my pocket"
[X Link](https://x.com/PhotonCap/status/1981522075342041160) 2025-10-24T00:44Z [----] followers, [---] engagements
"@craigers211 on that same line I bought some $GFS"
[X Link](https://x.com/PhotonCap/status/1981820927806779639) 2025-10-24T20:31Z [----] followers, [---] engagements
"This is definitely a thought-provoking question. I believe the fundamental technological moat remains intact so long-term growth shouldnt be an issue. While the 8% figure may appear small thats expected for equipment makers. In addition AMAT holds a strong position in the emerging photonics market as well. If you consider its existing share together with the AI-driven 8% uplift and the added momentum from photonics the overall growth outlook looks even stronger. (For full disclosure I dont hold AMAT shares myself but I will have some portions in my port)"
[X Link](https://x.com/PhotonCap/status/1982476017815233012) 2025-10-26T15:54Z [----] followers, [----] engagements
"Its still too early to tell but in terms of mass production and thermal management this approach could eventually surpass not only traditional copper cables but also CPO technologies from players like Broadcom Lumentum and Marvell. The real challenge is capital and scale but fundamentally it offers advantages that overcome the core limitations those companies still face. Please take a look into these. https://x.com/PhotonCap/status/1982181651871625265t=DULmbJ2OcBDTYvj76O63Bw&s=19 https://x.com/PhotonCap/status/1975448497358070037t=auu22y4UCJfPfjbeqvmN6Q&s=19"
[X Link](https://x.com/PhotonCap/status/1982506133408686317) 2025-10-26T17:54Z [----] followers, [---] engagements
"$LWLG Lightwave Logic Inc I recently came across $LWLG (Lightwave Logic) while talking with an overseas investor. In the era of AI data centers and silicon photonics many people are excited about $POET but I believe LWLG is another company worth watching. (I still need to study the company in greater depth but after spending about an hour looking into it I found it compelling enough to share. A more detailed analysis will follow soon.) Looking at the chart the weekly trend is very clean and trading volume has picked up noticeably since June this year. That said the RSI is in overbought"
[X Link](https://x.com/PhotonCap/status/1982805184393986293) 2025-10-27T13:42Z [----] followers, [----] engagements
"$NVDA CEO WILL DISCUSS AI 6G QUANTUM ROBOTICS IN SPEECH $NVDA CEO WILL DISCUSS AI 6G QUANTUM ROBOTICS IN SPEECH"
[X Link](https://x.com/PhotonCap/status/1983227288478196159) 2025-10-28T17:40Z [----] followers, [----] engagements
"@crux_capital_ Hey bro you should take a look at [--]. OE Solutions Co Ltd KOSDAQ: [------] [--]. Opticore Inc KOSDAQ: [------] [--]. Lightron Fiber-Optic Devices Inc KOSDAQ: [------] as well. You know South Korea has the most powerful fiber-optic infrastructure in the world. 🤙"
[X Link](https://x.com/PhotonCap/status/1983358350135030204) 2025-10-29T02:20Z [----] followers, [----] engagements
"$NVDA becomes the first company in history to reach a $5T market cap. 4.9T * 206.43/201.03 = 5.01T"
[X Link](https://x.com/PhotonCap/status/1983406603576688842) 2025-10-29T05:32Z [----] followers, [----] engagements
"Theres a lot of debate on whether Metas drop is a buy-the-dip opportunity or the start of a deeper decline to the hell or something. Not sure if this is truly a dip but I bought it in my long-term IRA account. Bought the $META dip. Everyones scared of CapEx but thats the whole point. Metas shifting from the worlds biggest social media company to one of the largest AI compute platforms on earth built inside the most engaged network ever created. https://t.co/2aX8Ky77VW Bought the $META dip. Everyones scared of CapEx but thats the whole point. Metas shifting from the worlds biggest social media"
[X Link](https://x.com/PhotonCap/status/1984903363432198153) 2025-11-02T08:40Z [----] followers, [----] engagements
"@brilliant_qstar @nyse_min"
[X Link](https://x.com/PhotonCap/status/1984904678937964593) 2025-11-02T08:45Z [----] followers, [--] engagements
"@D27357 whay brings you there I have no idea on it. have you found something from Skywater"
[X Link](https://x.com/PhotonCap/status/1985128186758459747) 2025-11-02T23:33Z [----] followers, [--] engagements
"@Mooni_Global I'd love to study with Mooni. It's been amazingly changing my approach to investing. 🫡"
[X Link](https://x.com/PhotonCap/status/1985147628552962537) 2025-11-03T00:50Z [----] followers, [---] engagements
"$LWLG just above $5.0 $LWLG . . : ( ) (Fab) (BEOL) * . $LWLG . . : ( ) (Fab) (BEOL) * "
[X Link](https://x.com/PhotonCap/status/1985362869123502559) 2025-11-03T15:06Z [----] followers, [----] engagements
"Added more $ALMU at $15.69 to my position. (accumulating whenever it touches the white line below.)"
[X Link](https://x.com/PhotonCap/status/1985429279937880407) 2025-11-03T19:30Z [----] followers, [----] engagements
"I believe based on the spec of the splicer you can precisely control with the arc power duration time steps etc. it would depend on the precision of the tool cause fiber itself is really pure material. However based on my experiences with a fujikura splicer (not so fancier) it was tough to make them reiably and repeatibly"
[X Link](https://x.com/PhotonCap/status/1986346063725482233) 2025-11-06T08:13Z [----] followers, [--] engagements
"@humphilomath in Palo Alto CA"
[X Link](https://x.com/PhotonCap/status/1986472312473035151) 2025-11-06T16:34Z [----] followers, [--] engagements
"DARPA Quantum Benchmarking Initiative Atom Computing IBM IonQ Xanadu QuEra Computing https://www.darpa.mil/research/programs/quantum-benchmarking-initiative https://www.darpa.mil/research/programs/quantum-benchmarking-initiative"
[X Link](https://x.com/PhotonCap/status/1986592324638634000) 2025-11-07T00:31Z [----] followers, [----] engagements
"$LWLG Two Pieces of Big News and What a Beautiful Chart: [--]. Analysis of the November [--] Update Call Announcement Lightwave Logic (LWLG) announced a special "CEO Update Call" for November [--] [----] deferring its standard Q3 financial report. The market reacted very positively to this news (stock up +11.47%) interpreting it as a strong bullish signal. This suggests the company is preparing to announce significant positive newslikely a major commercialization update such as details on its Fortune [---] partnerwhich merits a special call rather than a routine earnings release. [--]. Analysis of the"
[X Link](https://x.com/PhotonCap/status/1988232402741981700) 2025-11-11T13:08Z [----] followers, [----] engagements
"Spending Veterans Day catching up on work and doing some stock research at a cafe inside The BioFarm in South SF. This area is one of the biggest biotech hubs in the Bay Area which is home to companies like Genentech Twist Bioscience $TWST Eli Lilly $LLY Verily 10x Genomics $TXG and many more The BioFarm . The US stock market will not be closed tomorrow. It will be open as usual (Veterans Day). 💯💯💯 Veterans Day .👍 https://t.co/WGMnvYZVuu The US stock market will not be closed tomorrow. It will be open as usual (Veterans Day). 💯💯💯 Veterans Day .👍 https://t.co/WGMnvYZVuu"
[X Link](https://x.com/PhotonCap/status/1988366978453754187) 2025-11-11T22:03Z [----] followers, [----] engagements
"@humphilomath I have no idea but I saw some non Korean there"
[X Link](https://x.com/PhotonCap/status/1989184631707676705) 2025-11-14T04:12Z [----] followers, [--] engagements
"@UsernameAndStuf Great but Im not interested in getting my money back in the near term. I invested because of their fundamental skillset and technology thats where the real value is for me. But appreciate your comment though"
[X Link](https://x.com/PhotonCap/status/1989803791399657634) 2025-11-15T21:12Z [----] followers, [---] engagements
"GlobalFoundries Seizes the Speed of Light Advantage: AMF Acquisition Completes the Final Piece of AI Infrastructure GlobalFoundries (GF) has officially acquired Advanced Micro Foundry (AMF) of Singapore and this is far more than a simple fab expansion. It is a strategic move in the escalating Silicon Photonics (SiPh) arms race aimed at breaking through the physical limits of AI data centers: heat bandwidth and interconnect bottlenecks. The goal is clear: strengthen GFs leadership in Silicon Photonics for AI and communications infrastructure and position itself against competitors like TSMC"
[X Link](https://x.com/PhotonCap/status/1991065113537941757) 2025-11-19T08:44Z [----] followers, [---] engagements
"@umddid_j NVDA 🙏🙏🙏"
[X Link](https://x.com/PhotonCap/status/1991180301318688856) 2025-11-19T16:22Z [----] followers, [--] engagements
"GUC Ayar Labs: TSMC $TSM ecosystem opens the 100Tbps CPO era Ayar Labs which I covered in Silicon Photonics Company Deep-Dive #3 has announced a collaboration with Taiwans GUC (TSMs ASIC design/packaging house TPE: 3443). Here is a summary. [--]. GUC Ayar Labs Partnership (a) Announcement -GUC (Global Unichip Corp.) and Ayar Labs announced a co-development partnership for next-generation AIHPC systems using Co-Packaged Optics (CPO). -Goal: Integrate optical I/O directly inside the XPU package to overcome the limitations of electrical signaling. (b) Key achievements -Ayar Labs TeraPHY optical"
[X Link](https://x.com/PhotonCap/status/1991400552895594586) 2025-11-20T06:57Z [----] followers, [---] engagements
". SemiAnalysis [----] report "The Road Ahead: Anticipating Future AI Hardware Innovations Looking ahead the continued collaboration between Broadcom and Google particularly on advanced TPUs sets a clear trajectory for future developments in AI hardware. In the near-term we can expect to see further refinements and performance enhancements in the TPU v7 and subsequent iterations likely focusing on even greater energy efficiency higher computational density and improved capabilities for emerging AI paradigms like multimodal models and sparse expert systems. Broadcom's commitment to rolling"
[X Link](https://x.com/PhotonCap/status/1992665415953346573) 2025-11-23T18:43Z [----] followers, [---] engagements
"AI Comes to Google Scholar: A New Era for Research Discovery Today we are introducing Google Scholar Labs a new feature that explores how generative AI can transform the process of answering detailed scholarly research questions. Scholar Labs is powered by AI to act as an advanced research tool helping you tackle questions that require looking at a subject from multiple angles. It analyzes your question to identify key topics aspects and relationships then searches all of them on Scholar. For example lets say youre looking to find out how caffeine consumption might affect short-term memory."
[X Link](https://x.com/PhotonCap/status/1992695146388009216) 2025-11-23T20:42Z [----] followers, 12.7K engagements
"Q2B Silicon Valley (Dec [---] [----] Silicon Valley) is an in-person industry-focused quantum technologies conference. It brings together quantum computing hardware and software vendors end-users government/lab representatives and investors to showcase real-world quantum applications (computing communication sensing security) discuss industry case studies and explore the commercialisation / investment roadmap of quantum. Even if you dont attend in person you can still understand the current direction of the quantum industry by looking at the participating organizations the speakers backgrounds"
[X Link](https://x.com/PhotonCap/status/1993414982818840682) 2025-11-25T20:22Z [----] followers, [----] engagements
"Beautiful. Appreciate the mention. Termans role in shaping the talent behind Koreas industrial rise is undeniable alongside government support of course. But HBM and semiconductors becoming dinner-table topics is actually very recent. I bieve probably less than a decade. Even DRAM and NAND were never talked about like this lol. This feels largely driven by NVIDIA and Hynix/Samsungs HBM boom and their stocks going up🚀"
[X Link](https://x.com/PhotonCap/status/1993804681248960968) 2025-11-26T22:10Z [----] followers, [--] engagements
"Big News for $POET https://openai.com/index/openai-and-foxconn-collaborate/ . $POET https://t.co/9xdoYFnUkb https://openai.com/index/openai-and-foxconn-collaborate/ . $POET https://t.co/9xdoYFnUkb"
[X Link](https://x.com/PhotonCap/status/1996476225204981809) 2025-12-04T07:06Z [----] followers, 13.3K engagements
"@humphilomath English version od that https://news.kaist.ac.kr/newsen/html/news/mode=V&mng_no=55470 https://news.kaist.ac.kr/newsen/html/news/mode=V&mng_no=55470"
[X Link](https://x.com/PhotonCap/status/1996808794274472009) 2025-12-05T05:08Z [----] followers, [--] engagements
"SpaceX: Beyond the $800B Valuation Rumors 🚀 Elon Musk denied the recent valuation reports but the market's excitement is real. The key isn't the rocketsit's the lasers connecting them. In my first Substack deep dive I analyze the Optical Value Chain behind Starlink. 📡 Why it matters: The Tech: Why 1550nm (Eye-safe) lasers are the only choice. The Strategy: How SpaceX uses COTS to cut costs. The Stocks: Finding the "Pick and Shovel" plays ( $COHR $LITE $MRVL etc.) for the space era. Don't chase the headlines. Study the supply chain. 👇 Read the full analysis: #SpaceX #Starlink #Stocks"
[X Link](https://x.com/PhotonCap/status/1997472590240358854) 2025-12-07T01:05Z [----] followers, 10.3K engagements
"http://x.com/i/article/2007225607462244352 http://x.com/i/article/2007225607462244352"
[X Link](https://x.com/PhotonCap/status/2007228476953374994) 2026-01-02T23:12Z [----] followers, 32.4K engagements
"sell on the news"
[X Link](https://x.com/PhotonCap/status/2008419037437362257) 2026-01-06T06:03Z [----] followers, [--] engagements
"Corning is insane $GLW LCD platform looks like a [--] year suicide pack for display manufacturers characterized by hyper- competition over investment periodic non-profitability but requiring sustained investment for product differentiation with poor return -Corning https://t.co/rFOgR2hsdx LCD platform looks like a [--] year suicide pack for display manufacturers characterized by hyper- competition over investment periodic non-profitability but requiring sustained investment for product differentiation with poor return -Corning https://t.co/rFOgR2hsdx"
[X Link](https://x.com/PhotonCap/status/2009744860924739651) 2026-01-09T21:51Z [----] followers, [----] engagements
"@grok @goAI88 @grok Are you sure I don't think I've discussed quantum computing including those related companies a lot in my article"
[X Link](https://x.com/PhotonCap/status/2012999291661394237) 2026-01-18T21:23Z [----] followers, [--] engagements
"While photonics is certainly important in quantum computing there's hardly any discussion of quantum computing including Rigetti or IonQ in my article and it's a shame that Grok gave an answer about them. @PhotonCap @goAI88 You're rightthanks for the correction. Upon reflection my summary overemphasized quantum computing. The article focuses more on photonics' role in AI integrated optics and semiconductors for efficient data handling. Revised stock highlights: $NVDA (AI chips) $COHR (optics) @PhotonCap @goAI88 You're rightthanks for the correction. Upon reflection my summary overemphasized"
[X Link](https://x.com/PhotonCap/status/2013003195090706589) 2026-01-18T21:38Z [----] followers, [----] engagements
"So glad you visited Korea I road-tripped through Sicily Rome Tuscany Venice Milan and the Dolomites last year and saw and felt the true power of Italy. (wine is incredibly great) The evolution from Roman history to modern science manufacturing and culture is amazingly breathtaking. Looking forward to the amazing synergy between Korea and Italy https://twitter.com/i/web/status/2013312107652227272 https://twitter.com/i/web/status/2013312107652227272"
[X Link](https://x.com/PhotonCap/status/2013312107652227272) 2026-01-19T18:06Z [----] followers, [---] engagements
"PW2026 2: AELUMA $ALMU : III-V (InGaAs ) (Si) (Heterogeneous Integration) (Scale) . . "Phillip Skahan" UCSB (/CEO Daniel Blumenthal ) ALMU [--] sort . ( .) [--]. What is the current status of Telcordia GR-468 certification "No comment" [--]. HTOL & Thermal Stability: regarding the lattice mismatch between Si and InGaAs/AlGaAs have HTOL (High Temperature Operating Life) tests confirmed stability against heat and dislocations over time "No comment" [--]. Wafer Bow: What is the extent of wafer bow "No comment" [--]. Can you provide key specs such as power linewidth IL and PDL "Power is always"
[X Link](https://x.com/PhotonCap/status/2014234785401721317) 2026-01-22T07:12Z [----] followers, 10.9K engagements
"Elon Musk is a surprise addition to the Davos schedule https://www.businessinsider.com/elon-musk-speaking-davos-wef-larry-fink-panel-2026-1 https://www.businessinsider.com/elon-musk-speaking-davos-wef-larry-fink-panel-2026-1 https://www.businessinsider.com/elon-musk-speaking-davos-wef-larry-fink-panel-2026-1 https://www.businessinsider.com/elon-musk-speaking-davos-wef-larry-fink-panel-2026-1"
[X Link](https://x.com/PhotonCap/status/2014279885553037805) 2026-01-22T10:12Z [----] followers, [----] engagements
"InP $ALMU $POET ALMU POET Celestial Marvell $POET has crashed 17% after a direct offering of $150m in shares at $7.25. Theyre now sitting on a $420-$450m war chest with a $1.02B MC factoring in 20.6M new shares. IMO this is a decent opportunity as the institutional offering price was $7.25. Poets optical interposers https://t.co/JsECweQm53 $POET has crashed 17% after a direct offering of $150m in shares at $7.25. Theyre now sitting on a $420-$450m war chest with a $1.02B MC factoring in 20.6M new shares. IMO this is a decent opportunity as the institutional offering price was"
[X Link](https://x.com/PhotonCap/status/2014481283485929902) 2026-01-22T23:32Z [----] followers, [----] engagements
"I can recall that I really enjoyed your post on the InP shortage. (thanks to @jukan05) To address that issue it seems like they would need technologies like interposers or solutions like Aeluma. If the 'moonshot' fails (the bust scenario) do you see any other valid alternatives (just curious). https://x.com/aleabitoreddit/status/2007202015940931878 https://x.com/aleabitoreddit/status/2007202015940931878 The InP substrate shortage and "Spread" Arbitrage - $AXTI Market research is showing InP and optical components to become analogous to the HBM shortage and price craze. The initial bottleneck"
[X Link](https://x.com/PhotonCap/status/2014495705512214627) 2026-01-23T00:29Z [----] followers, [----] engagements
"@elonmusk @Tesla I spent [--] mins just trying to get into a parking tower yesterday for a quick cafe run to do some productive work and engage on X. This parking maze is a total time sink. Actually Smart Summon (ASS) is great but my [----] Model Y (HW4) is more than ready for Banish I believe we need that "drop-off and go" magic ASAP. Parking shouldn't be a part-time job. :) https://twitter.com/i/web/status/2015466755171467733 https://twitter.com/i/web/status/2015466755171467733"
[X Link](https://x.com/PhotonCap/status/2015466755171467733) 2026-01-25T16:48Z [----] followers, [---] engagements
"Beyond HBM: Why HBF and Optics are the Future of AI Inference Training was all about HBM. But as we pivot to the Inference Era the bottleneck has shifted. Its no longer just about storage. Its about the Interconnect. In my latest article I deep dive into the "Missing Link" of AI infrastructure: High Bandwidth Flash (HBF) and its inevitable marriage with Optical Interconnects. On October 30th of last year I shared an initial perspective that was largely uncharted territory inspired by Prof. Jung-ho Kims (KAIST) architectural insights. My analysis on how the rise of HBF would act as a massive"
[X Link](https://x.com/PhotonCap/status/2015823961674911938) 2026-01-26T16:27Z [----] followers, [----] engagements
"For the HBF concept both $SNDK and Kioxia look attractive. (Samsung and SK Hynix as well definitely) Anyone interested in the HBF concept and the potential role of optics and photonics please take a look at my latest article. https://x.com/i/status/2015821922865692697 TLDR of my top foreign stocks: [--]. Nitto Boseki - T-Glass (Japan) [--]. Unimicron - Substrates/Glass Core (Taiwan) [--]. Samsung/SK Hynix - HBM (Korea) [--]. Kioxia - NAND w/ $SNDK (Japan) [--]. Nanya Technologies - Memory (Taiwan) US supply chains like $INTC (foundry) $MU https://t.co/Cx0jaufNNd https://x.com/i/status/2015821922865692697"
[X Link](https://x.com/PhotonCap/status/2015853038901330418) 2026-01-26T18:23Z [----] followers, [----] engagements
"@acoscap18259 amazing news I think LM would be one of the biggest candidate for the next round IPO sooner"
[X Link](https://x.com/PhotonCap/status/2016242001604444476) 2026-01-27T20:08Z [----] followers, [--] engagements
"Massive IPO in [----]. It's taking shape. "SpaceX lines up four Wall Street banks for mega [----] IPO source says" "Jan [--] (Reuters) - Elon Musk's space startup SpaceX is lining up four Wall Street banks for leading roles on a potential initial public offering that could rank among the largest market debuts ever according to a person familiar with the matter. Bank of America(BAC.N) opens new tab Goldman Sachs(GS.N) opens new tab JPMorgan Chase(JPM.N) opens new taband Morgan Stanley(MS.N) opens new tabare being considered for senior roles leading the IPO the person said cautioning that the"
[X Link](https://x.com/PhotonCap/status/2014780311692050610) 2026-01-23T19:20Z [----] followers, [----] engagements
"I am aware of both Infineon and Infleqtion. However I don't think quantum-related market breakout in the near/mid term specifically through [----]. So I'd like to focus on both SiPh and quantum markets at the same time while maintaning a strategic position in the long-term quantum roadmap. (also I am a bit in neutral atom approach as well) Great to hear them from you though. https://twitter.com/i/web/status/2015207886587302345 https://twitter.com/i/web/status/2015207886587302345"
[X Link](https://x.com/PhotonCap/status/2015207886587302345) 2026-01-24T23:39Z [----] followers, [--] engagements
"I think this is a well-written and structured article for understanding the semiconductor fabrication flow. It is worth noting that photonic wafers undergo nearly identical processes and the technical terminology remains largely the same. From FAB to PACKAGING and TEST the foundational steps used for electronic ICs are directly applicable to photonic integrated circuits (PICs). Semiconductor test . flow . ( ) . : https://x.com/damnang2/status/2014994867546702028 https://t.co/EdqTt0ZdGW https://x.com/damnang2/status/2014994867546702028 https://t.co/EdqTt0ZdGW"
[X Link](https://x.com/PhotonCap/status/2015211969574568274) 2026-01-24T23:55Z [----] followers, [----] engagements
"Beyond "Pick-and-Place": The Molecular Fusion Behind POETs Zero-Gap Technology (An Engineering Inference) While $POET Technologies often describes its process using accessible terms like "pick-and-place" "interposer" and "passive alignment" those who have never grappled with the realities of optical alignment and fabrication might take these descriptions too literally. From an engineering perspective these terms mask a monumental level of technical complexity. The Optical Engineering Reality Unlike electronic chips where a simple electrical connection through solder or bumps suffices optical"
[X Link](https://x.com/PhotonCap/status/2016055170623471780) 2026-01-27T07:46Z [----] followers, [----] engagements
"What a great new I think. Additionally by acquiring a hollow-core fiber specialist Microsoft is pushing the limits of low-latency connectivity to optimize AI performance. This signals a massive bull run for the optics sector. The demand is undeniable and many undervalued gems remain in the market. https://twitter.com/i/web/status/2016233473510670850 https://twitter.com/i/web/status/2016233473510670850"
[X Link](https://x.com/PhotonCap/status/2016233473510670850) 2026-01-27T19:34Z [----] followers, [---] engagements
"@Kalshi any reference handy"
[X Link](https://x.com/PhotonCap/status/2016254463481414087) 2026-01-27T20:58Z [----] followers, [---] engagements
"@johhnyWalkerAZ The optical sector including POET is showing incredible strength across the board. It appears the strategic partnership between Meta and Corning is acting as a major catalyst for this rally"
[X Link](https://x.com/PhotonCap/status/2016255223124418756) 2026-01-27T21:01Z [----] followers, [---] engagements
"@aleabitoreddit To be honest I haven't done a deep dive into $NBIS yet but I'm quite bullish on the Edutech field. My wife is actually pursuing a PhD in AI-driven edutech so I get a lot of exposure to how massive this market really is. Thanks for the detailed insights with me :)"
[X Link](https://x.com/PhotonCap/status/2016366553017782695) 2026-01-28T04:23Z [----] followers, [---] engagements
"@jukan05 Important news related to SK Hynix https://news.nate.com/view/20260128n33393 https://news.nate.com/view/20260128n33393"
[X Link](https://x.com/PhotonCap/status/2016439810832171492) 2026-01-28T09:14Z [----] followers, [----] engagements
"@rwang07 The next-generation memory architecture HBF led by $SNDK and SK Hynix is worth paying attention to. Silicon photonics a technology that addresses bottlenecks is also involved. Article related to SNDK's HBF: https://x.com/i/status/2015821922865692697 https://t.co/DN4T5uVhPe https://x.com/i/status/2015821922865692697 https://t.co/DN4T5uVhPe"
[X Link](https://x.com/PhotonCap/status/2016679219452146097) 2026-01-29T01:06Z [----] followers, [----] engagements
"@rwang07 appreciate it Ray for your comment. agreed"
[X Link](https://x.com/PhotonCap/status/2016680214999552438) 2026-01-29T01:10Z [----] followers, [---] engagements
"For AI inference and KV cache workloads SanDisk $SNDK SK Hynix and other memory key players (Samsung Kioxia) have jumped into HBF R&D. Ive published an article on this. Highly recommend giving it a read. It also covers optics/photonics which are becoming essential infrastructure for HBFswitch networks. KV SNDK SK Hynix (Samsung Kioxia) HBF . . HBF-Switch network . KOR: ENG: https://x.com/i/status/2015821922865692697 https://x.com/i/status/2015663035004911787 1) SK Hynix on NAND and SSD. $SNDK "NAND today is changing completely. Not only a data store but becoming a storage solution that"
[X Link](https://x.com/PhotonCap/status/2016682619434651729) 2026-01-29T01:19Z [----] followers, [----] engagements
"@crux_capital_ @VASTCNC Based on what I've seen I think IonQ has concluded that it's difficult to succeed purely with quantum computing alone so they're pretending to be a full-stack company while secretly developing other plans"
[X Link](https://x.com/PhotonCap/status/2016774156113891663) 2026-01-29T07:23Z [----] followers, [---] engagements
"@aleabitoreddit I don't think I am aware of AlSiC but it seems pretty awsome. Thank you for sharing your new position"
[X Link](https://x.com/PhotonCap/status/2016928151885271137) 2026-01-29T17:35Z [----] followers, [----] engagements
"@aleabitoreddit 👍👍👍 I will also do deep dive into it"
[X Link](https://x.com/PhotonCap/status/2016939358985867397) 2026-01-29T18:19Z [----] followers, [---] engagements
"Hope you kindly find it well. The next-generation memory architecture HBF led by $SNDK and SK Hynix is worth paying attention to. Silicon photonics a technology that addresses bottlenecks is also involved. Article related to SNDK's HBF: Please enjoy it https://x.com/i/status/2015821922865692697 https://x.com/i/status/2015821922865692697 https://t.co/DN4T5uVhPe https://x.com/i/status/2015821922865692697 https://x.com/i/status/2015821922865692697 https://t.co/DN4T5uVhPe"
[X Link](https://x.com/PhotonCap/status/2017002421135012175) 2026-01-29T22:30Z [----] followers, [----] engagements
"https://www.reuters.com/business/apple-acquires-audio-ai-startup-qai-2026-01-29/ https://www.reuters.com/business/apple-acquires-audio-ai-startup-qai-2026-01-29/"
[X Link](https://x.com/PhotonCap/status/2017015969978470786) 2026-01-29T23:24Z [----] followers, [----] engagements
"@quantum_otter @humphilomath @RYANHINGSHING @crux_capital_ @BSkypia59338 @celesthian 🤩🤩🤩"
[X Link](https://x.com/PhotonCap/status/2017051267231862920) 2026-01-30T01:44Z [----] followers, [---] engagements
"@semivision_tw That's right. Up until now they've been focused on minimizing losses but lately it is more important to scale up. Awesome images"
[X Link](https://x.com/PhotonCap/status/2017168125322834245) 2026-01-30T09:28Z [----] followers, [---] engagements
"PIC @semivision_tw Substack "Lightmatter Taiwan Tech Day in [--] Minutes: A Photonic Leap into the Future of AI" AI (Optical Interconnect) . (ENG) PIC community members may find it useful to read Semivisions Substack post Lightmatter Taiwan Tech Day in [--] Minutes: A Photonic Leap into the Future of AI. It provides a clear perspective on the growing importance of AI infrastructure and optical interconnect technologies. ------------------------------------------------------ "Lightmatters Taiwan Tech Day [----] held in Hsinchu on January 27/28 [----] concluded successfully offering analysts and"
[X Link](https://x.com/PhotonCap/status/2017289818364121414) 2026-01-30T17:32Z [----] followers, [----] engagements
"@crux_capital_ @daily_resting @theodore_invest awesome @crux_capital_ Thank you for your nice introduction :)"
[X Link](https://x.com/PhotonCap/status/2017503899591315875) 2026-01-31T07:43Z [----] followers, [---] engagements
"If youre really interested in photonics following this account will be very helpful. Ive been in touch with this person since we both had only 23K followers and Gaetano have been posting consistently without pause. @crux_capital_ posts a ton every day about photonics and tech stocks including $POET. . 2-3 . $POET :) There are lots of international accounts that follow $POET very closely @daily_resting is one of them and he posts really great insight (seen here) There is also @PhotonCap and @theodore_invest and many others If you follow poet I strongly recommend checking these"
[X Link](https://x.com/PhotonCap/status/2017504904089305291) 2026-01-31T07:47Z [----] followers, [----] engagements
"Note: English version is provided first followed by the Korean version. ( .) English Version Introduction The field of quantum computing is http://x.com/i/article/1977381377982291968 http://x.com/i/article/1977381377982291968"
[X Link](https://x.com/PhotonCap/status/1977585079942857058) 2025-10-13T03:59Z 10.3K followers, 65.4K engagements
"8 Celestial AI . http://x.com/i/article/1978685770660728832 http://x.com/i/article/1978685770660728832"
[X Link](https://x.com/PhotonCap/status/1978730346117288195) 2025-10-16T07:50Z 10.2K followers, 46.8K engagements
"9 Aeluma Inc. ($ALMU) . Aeluma POET Technologies ($POET) Optical Interposer http://x.com/i/article/1979934085679304704 http://x.com/i/article/1979934085679304704"
[X Link](https://x.com/PhotonCap/status/1979942859563581548) 2025-10-19T16:08Z 10.3K followers, 111.3K engagements
"$POET 30-minute chart. It' been holding around the blue triangle-convergence support line I drew earlier and is now making a strong move upward. Will have to see how it closes today but for a small-cap the trend looks solid in these days. I added a sizable position at $7.10 and I think that blue support line is worth keeping in mind. . . $7.10 . $POET . POET . https://t.co/FGtSkjI79F $POET . POET . https://t.co/FGtSkjI79F"
[X Link](https://x.com/PhotonCap/status/1980311108843106346) 2025-10-20T16:32Z 10.2K followers, 41.4K engagements
". AI model 99% / (). I earned my PhD in engineering in South Korea specializing in optics fiber optics and silicon photonics. A decade ago during my MS and PhD studies even graduating felt uncertain job prospects were unclear and publishing impactful papers was a real challenge. In the end I completed my doctorate and now Im in the United States working as an engineer at a photonics-related company (just around the corner from Teslas former HQ in Palo Alto CA). Thats why it feels especially meaningful and exciting to hear such encouraging words from the engineering giant himself @elonmusk."
[X Link](https://x.com/anyuser/status/1980505143725683164) 2025-10-21T05:23Z 10.2K followers, 13K engagements
"(10 [--] ) Nature [---] Google Quantum AI . http://x.com/i/article/1981271769161084928 http://x.com/i/article/1981271769161084928"
[X Link](https://x.com/PhotonCap/status/1981293200355840087) 2025-10-23T09:34Z 10.2K followers, 46.1K engagements
"$POET is exploding today up well over 15% for the first [--] hours Been patiently stacking shares in the low $7s and its paying off big. On a strong market Friday its crushing the rest of my portfolio. What a way to wrap up the week 🚀 POET [--] . $POET 30-minute chart. It' been holding around the blue triangle-convergence support line I drew earlier and is now making a strong move upward. Will have to see how it closes today but for a small-cap the trend looks solid in these days. I added a sizable position at $7.10 https://t.co/igiTAGuAof $POET 30-minute chart. It' been holding around the"
[X Link](https://x.com/PhotonCap/status/1981761400302449120) 2025-10-24T16:35Z 10.2K followers, 18.7K engagements
"(10/17) UC Berkeley Liner KGSA KSEA Berkeley Researcher Happy Hour . http://x.com/i/article/1982217270383497216 http://x.com/i/article/1982217270383497216"
[X Link](https://x.com/PhotonCap/status/1982224464487346361) 2025-10-25T23:15Z 10.2K followers, 96.1K engagements
"$TSLA What an incredible update. FSD v14 is just landed on my TESLA. Cant wait to unleash Mad Max mode. This is gonna be wild. 😎🔥 FSD [--] . 🤗 Mad Max 🤙"
[X Link](https://x.com/PhotonCap/status/1982885539176165479) 2025-10-27T19:02Z 10.2K followers, 18.1K engagements
"$POET $POET is exploding today up well over 15% for the first [--] hours Been patiently stacking shares in the low $7s and its paying off big. On a strong market Friday its crushing the rest of my portfolio. What a way to wrap up the week 🚀 POET [--] https://t.co/KpckEf82SN $POET is exploding today up well over 15% for the first [--] hours Been patiently stacking shares in the low $7s and its paying off big. On a strong market Friday its crushing the rest of my portfolio. What a way to wrap up the week 🚀 POET [--] https://t.co/KpckEf82SN"
[X Link](https://x.com/PhotonCap/status/1982919476208382176) 2025-10-27T21:16Z 10.2K followers, 29.3K engagements
"South Korea just became the third pillar of the global AI compute race. (The first two are far ahead but this is truly great news.) From chips (Samsung SK) to cars (Hyundai) cloud (Naver) and strong state support (The current administration is well aligned with this direction.) Its one of the few nations capable of utilizing 260K Blackwells end-to-end. Here is how these [------] Blackwells will be divvied up: - Korean government: [-----] - Samsung: [-----] - SK: [-----] - Hyundai: [-----] - Naver Cloud: [-----] Other than the US and China South Korea has arguably one of the most full-stack digital cloud"
[X Link](https://x.com/PhotonCap/status/1984702668200362479) 2025-11-01T19:22Z 10.2K followers, 26.4K engagements
"GlobalFoundries $GFS [--]. [--] X http://x.com/i/article/1985108718879735809 http://x.com/i/article/1985108718879735809"
[X Link](https://x.com/PhotonCap/status/1985126936897863842) 2025-11-02T23:28Z 10.3K followers, 14.6K engagements
"$LWLG 🚀 Lightwave Logic (LWLG) stock surged following the announcement that its partnership with an unnamed Fortune Global [---] company has advanced to the third phase of its "design win" cycle. This progression moves the collaboration from simple design evaluation to a formal engineering program with the goal of developing and testing high-performance silicon photonics integrated circuits (PICs) for hyperscale data centers and AI. commercial pipeline . . https://www.stocktitan.net/news/LWLG/lightwave-logic-inc-provides-update-on-commercial-u9muf9qon1qe.html $LWLG . . : ( ) (Fab)"
[X Link](https://x.com/PhotonCap/status/1985735204510867581) 2025-11-04T15:45Z 10.2K followers, 27.4K engagements
"POET (Light ) $LWLG 🚀 Lightwave Logic (LWLG) stock surged following the announcement that its partnership with an unnamed Fortune Global [---] company has advanced to the third phase of its "design win" cycle. This progression moves the collaboration from simple design evaluation to a formal https://t.co/ikMdP9wuwP $LWLG 🚀 Lightwave Logic (LWLG) stock surged following the announcement that its partnership with an unnamed Fortune Global [---] company has advanced to the third phase of its "design win" cycle. This progression moves the collaboration from simple design evaluation to a formal"
[X Link](https://x.com/PhotonCap/status/1985736153291710675) 2025-11-04T15:49Z 10.2K followers, [----] engagements
"(⚠ .) [--]. Nature Photonics . [----] http://x.com/i/article/1985990154520297472 http://x.com/i/article/1985990154520297472"
[X Link](https://x.com/PhotonCap/status/1986001439886369113) 2025-11-05T09:23Z 10.2K followers, 31.1K engagements
"10 [--] (AI) . (https://x.com/PhotonCap/status/1979456859032686932t=iHeR8w-N8G6Orqc4e5VLlA&s=19) http://x.com/i/article/1987428249656569856 http://x.com/i/article/1987428249656569856"
[X Link](https://x.com/PhotonCap/status/1987442336906019186) 2025-11-09T08:49Z 10.2K followers, 115.5K engagements
"What a good news for those who have $POET in their port $POET Morgan Stanley +300% increase in its stake. https://t.co/rTcg6ERFqw $POET Morgan Stanley +300% increase in its stake. https://t.co/rTcg6ERFqw"
[X Link](https://x.com/anyuser/status/1989645335128674639) 2025-11-15T10:43Z 10.2K followers, 10K engagements
"Let's set the record straight on the $POET institutional data. The +307.98% increase in Morgan Stanleys position is based on the Nasdaq institutional holdings update which aggregates and processes 13F filings. It isnt the raw SEC 13F form but it is the most up-to-date data feed reflecting Q3 positions reported through Nasdaqs provider. Even with that clarification the key point remains the same. This is not random accumulation. Morgan Stanley has teams of engineers scientists and quants who evaluate next-generation silicon photonics semiconductor technologies and connectivity architectures"
[X Link](https://x.com/PhotonCap/status/1989749147541598573) 2025-11-15T17:35Z 10.2K followers, [----] engagements
"GUC Ayar Labs: TSMC $TSM 100Tbps CPO [--] Ayar Labs GUC (TSM ASIC / TPE: 3443) . [--]. GUC Ayar Labs (a) -GUC(Global Unichip Corp.) Ayar Labs AIHPC Co-Packaged Optics(CPO) . -: (Optical I/O) XPU . (b) -Ayar Labs TeraPHY MCP(Multi-Chip Package) . - [---] Tbps+ ( 10+). -UCIe-S/UCIe-A I/OAI . -//(SI/PI) . [--]. : CPO (a) I/O AI SerDes I/O : CPO(Co-Packaged Optics) (b) AI -Google / Meta / Microsoft / OpenAI . -CPO . (c) GUC Ayar Labs CPO . [--]. GUC (a) -TSMC 35% (ASIC + Advanced Packaging) -TSMC / . (b) - AIHPC GUC TSMC -CoWoS InFO LSI UCIe MCP . (c) GUC"
[X Link](https://x.com/PhotonCap/status/1991398618293842063) 2025-11-20T06:50Z 10.6K followers, [----] engagements
"Strategic Outlook: Quantum and Silicon Photonics Infrastructure (2026) Based on the National Quantum Initiative Reauthorization Act the FY26 Appropriations (H.R. 7148/7147) and DARPAs PICASSO program I anticipate a structural surge in demand for Quantum and Silicon Photonics. My primary focus is on $FORM and $AEHR as they provide indispensable testing and measurement solutions for HBM3E/4 high-voltage applications and silicon photonics. $FORM (FormFactor): A dominant player in optical wafer measurement and the leader in probe cards for high-bandwidth memory (HBM3E/4). They are the"
[X Link](https://x.com/PhotonCap/status/2015156979673796898) 2026-01-24T20:17Z [----] followers, [----] engagements
"$IONQ $SKYT IonQ to Acquire SkyWater Technology Creating the Only Vertically Integrated Full-Stack Quantum Platform Company https://www.ionq.com/news/ionq-to-acquire-skywater-technology-creating-the-only-vertically-integrated-full-stack-quantum-platform-company https://www.ionq.com/news/ionq-to-acquire-skywater-technology-creating-the-only-vertically-integrated-full-stack-quantum-platform-company"
[X Link](https://x.com/PhotonCap/status/2015849769663660435) 2026-01-26T18:10Z 10.6K followers, [----] engagements
"Photonics West [----] $POET QCi $QUBT POET . [----] . 😭 TFLN . QCi foundry: POETxQCi 3.2Tbps engine: https://www.photonics.com/Articles/POET-Technologies-QCi-Partner-to-Co-Develop/p4/a71648 https://quantumcomputinginc.com/foundry https://www.photonics.com/Articles/POET-Technologies-QCi-Partner-to-Co-Develop/p4/a71648 https://quantumcomputinginc.com/foundry"
[X Link](https://x.com/PhotonCap/status/2015944879424323888) 2026-01-27T00:28Z 10.6K followers, [----] engagements
"CRWV and other Neocloud stocks have solid concepts and are clearly essential but Im hesitant to bet on a single stock. My concern is the displacement risk. I feel like these players could be replaced at any time (though I could be wrong). From an asymmetric risk-reward perspective I dont find it particularly compelling right now. That said Ive occasionally played short-term trading games with CRWV NBIS IREN to capitalize on their volatility technically. But from an asymmetric risk-reward perspective for a core holding I dont find them particularly compelling."
[X Link](https://x.com/PhotonCap/status/2016364467932823918) 2026-01-28T04:15Z [----] followers, [----] engagements
"I recently came across Neurophos a company claiming to reduce the size of optical tensor cores by a factor of [-----] using metasurfaces. Given that major players like M12 (Microsoft Venture Fund) Aramco and Bosch participated in their Series A it implies that technical due diligence has effectively been conducted. However I have a few technical observations and questions: #1. Scaling Factor: I tried to identify exactly what was scaled down by 1/10000. While not explicitly detailed in public sources I strongly suspect this refers to the modulator footprint. #2. Loss Mechanisms (MIM/Plasmons):"
[X Link](https://x.com/PhotonCap/status/2016988554552103013) 2026-01-29T21:35Z 10.3K followers, 11.3K engagements
"@aleabitoreddit Photonics by definition requires light. To generate that light IIIV compound semiconductors are necessary and InP substrates are essential for their fabrication/growth"
[X Link](https://x.com/PhotonCap/status/2017292134207144127) 2026-01-30T17:41Z [----] followers, [----] engagements
"@aleabitoreddit Thanks for sharing your insight. I guess it is time for a mild pullback for the memory sector"
[X Link](https://x.com/PhotonCap/status/2018203345270485215) 2026-02-02T06:02Z [----] followers, [----] engagements
"Is cutting-edge process technology the only answer to semiconductor investment In the world of Silicon Photonics this formula isn't always true. Without EUV equipment costing hundreds of billions of won it is possible to produce world-class optical semiconductors for telecommunications in "old factories" from [--] years ago that have already finished depreciation. In this second session we look at how Silicon Photonics creates overwhelming Capital Efficiency on the "shoulders of giants"the CMOS semiconductor industry that humanity has built for over [--] years. Core Summary [--]. Conductors (Metal)"
[X Link](https://x.com/PhotonCap/status/2018345715412672633) 2026-02-02T15:28Z [----] followers, [----] engagements
"@aleabitoreddit @KawzInvests oh. that's amazing"
[X Link](https://x.com/PhotonCap/status/2018477461647044665) 2026-02-03T00:11Z [----] followers, [---] engagements
"$FORM .🥺 after market +2.85% $SNDK 👍👍👍 https://t.co/6uL4tAOtaM after market +2.85% $SNDK 👍👍👍 https://t.co/6uL4tAOtaM"
[X Link](https://x.com/PhotonCap/status/2019100126854406647) 2026-02-04T17:25Z 10.6K followers, [----] engagements
"$FORM (+14.01%) [--]. [----] Q4 ( vs ) - : $215.2M ( $210.4M ) YoY( ) 13.6% . - (Non-GAAP EPS): $0.46 ( $0.35 ) 30% . - (Gross Margin): 43.9% ( 43.5% ) - (Non)-HBM DRAM(DDR5 ) . [--]. [----] Q1 () - : $225M ($5M) ($210M$215M) . - EPS : $0.45 ($0.04) ($0.30 ) . [--]. - DRAM : HBM DDR5 - SiPh/CPO : (Keystone Photonics) [--] - : 540bp [----] https://investors.formfactor.com/news-releases/news-release-details/formfactor-inc-reports-2025-fourth-quarter-results $FORM After-market +4.41% "FormFactor (NASDAQ:FORM) Given New $100.00 Price Target at Cantor Fitzgerald" Teradyne "
[X Link](https://x.com/PhotonCap/status/2019171203035066661) 2026-02-04T22:08Z 10.6K followers, [----] engagements
"$FORM 🚀🚀🚀 $FORM (+14.01%) [--]. [----] Q4 ( vs ) - : $215.2M ( $210.4M ) YoY( ) 13.6% . - (Non-GAAP EPS): $0.46 ( $0.35 ) https://t.co/n7UBezg9T4 $FORM (+14.01%) [--]. [----] Q4 ( vs ) - : $215.2M ( $210.4M ) YoY( ) 13.6% . - (Non-GAAP EPS): $0.46 ( $0.35 ) https://t.co/n7UBezg9T4"
[X Link](https://x.com/PhotonCap/status/2019441631129399671) 2026-02-05T16:02Z 10.6K followers, [----] engagements
"@BUZZ__tiab $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://x.com/PhotonCap/status/2019468647136203068 The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI https://x.com/PhotonCap/status/2019468647136203068 The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI"
[X Link](https://x.com/PhotonCap/status/2019469251539562728) 2026-02-05T17:52Z 10.6K followers, [---] engagements
"For those interested in $FORM Must read it. This posting was written by a CPO engineer in Korea. . [--] . @PhotonCap https://t.co/imycFZn16o . [--] . @PhotonCap https://t.co/imycFZn16o"
[X Link](https://x.com/PhotonCap/status/2019481644596621511) 2026-02-05T18:41Z 10.6K followers, [----] engagements
"SK hynix HBF . ( rigor ) . "LLM 1000(10M) HBM . SK HBM (HBF) H . [----] [----] . SRAM LHB(Latency Hiding Buffer) ." https://t.co/pJby6d6wyK https://t.co/pJby6d6wyK"
[X Link](https://x.com/PhotonCap/status/2019694237928026473) 2026-02-06T08:46Z 10.6K followers, [----] engagements
"$FORM +9.30% $TSEM +6.11% $LITE +3.45% $GLW +2.77% $GFS +2.77% $POET +7.63% (😆) The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI"
[X Link](https://x.com/PhotonCap/status/2019803773699592598) 2026-02-06T16:02Z 10.6K followers, [----] engagements
"@theodore_invest $FORM [--] "
[X Link](https://x.com/PhotonCap/status/2019808855992184933) 2026-02-06T16:22Z 10.6K followers, [---] engagements
"Youre absolutely right. Since its based on simulations theres always a gap between theory and actual silicon performance and the evaluation could indeed be skewed. However the fact that major players are converging on this path is hard to ignore. Were seeing SK hynix publishing this H paper Samsung announcing plans for CMM-H and Sandisk hinting at similar tiered architectures. (even Micron as well) Given the 'Memory Wall' in the 10M sequence era this hybrid approach leveraging NAND/or stacked NAND for capacity while hiding latency with SRAM feels less like an experimental choice and more like"
[X Link](https://x.com/PhotonCap/status/2019811204391477520) 2026-02-06T16:31Z 10.2K followers, [---] engagements
""Jensen Huang recently sat down with Joe Rogan for a wide-ranging two-hour conversation about computing AI and the future of technology (JRE episode #2422 Dec [--] 2025). Jensen is one of the clearest thinkers in tech and he has a gift for making complex ideas accessible. As someone working in quantum computing I found myself taking notes throughout. Much of what Jensen said resonated. Some of it prompted me to think about where quantum computing fits into this picture. [--]. The Platform That Made AI Possible One of Jensen's most compelling explanations in the podcast was about CUDA; Not as a"
[X Link](https://x.com/PhotonCap/status/2020208543719387580) 2026-02-07T18:50Z 10.4K followers, [---] engagements
"Regarding the three major memory manufacturers (SK hynix/Micron/Samsung) this is a worthwhile article to read given the current heated situation in the memory market. I highly recommend it. https://t.co/JMabtwZ4PT https://t.co/JMabtwZ4PT"
[X Link](https://x.com/PhotonCap/status/2020297281455767569) 2026-02-08T00:43Z 10.4K followers, [----] engagements
"Most sectors are getting hammered but memory(hdd as well) is holding up and pushing higher. still holding $SNDK $WDF $MU"
[X Link](https://x.com/PhotonCap/status/2022009894900232465) 2026-02-12T18:08Z 10.9K followers, [----] engagements
"ETRI GF(GlobalFoundries) . GF CMOS PsiQuantum . GFS . https://t.co/rZdCDK2sJS : . . . $GFS $AMAT https://t.co/rZdCDK2sJS : . . . $GFS $AMAT"
[X Link](https://x.com/PhotonCap/status/1972419571174047916) 2025-09-28T21:54Z 10.7K followers, [----] engagements
"Applied Materials GlobalFoundries AI ( IR) https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-and-globalfoundries-partner-accelerate-ai https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-and-globalfoundries-partner-accelerate-ai"
[X Link](https://x.com/PhotonCap/status/1972420393345618224) 2025-09-28T21:57Z 10.7K followers, [---] engagements
""Kpop Demon Hunters is a top Halloween Costume" . / (9 [--] ) $WEBT ( ) . https://www.msn.com/en-us/news/world/kpop-demon-hunters-is-a-top-halloween-costume-and-asian-kids-are-loving-the-representation/ar-AA1OjwHmocid=entnewsntp&pc=LCTS&cvid=68f13fad08904f8c8743784477046ac7&ei=24 https://www.msn.com/en-us/news/world/kpop-demon-hunters-is-a-top-halloween-costume-and-asian-kids-are-loving-the-representation/ar-AA1OjwHmocid=entnewsntp&pc=LCTS&cvid=68f13fad08904f8c8743784477046ac7&ei=24"
[X Link](https://x.com/PhotonCap/status/1979252229778628893) 2025-10-17T18:24Z 10.7K followers, [----] engagements
"$QCOM $GLW Zacks . $QCOM $GLW . . ( "key technology firms in the smartphone and communications value chain." ) . [--] [--] (2 LTE A [--] ) . (QCOM) (GLW) . [--] . (Red: GLW Green: IXIC Purple: QCOM). +2.06% ( ) +83.07% . IXIC +25.53% . Zacks . -GLW AI . QCOM . -QCOM AI Tech-Materials GLW . - GLW . . -QCOM ( ) -GLW AI ( X ). GLW QCOM On-device AI Edge AI AI PC 5G+ AI . QCOM . S24 AI ( ) [--] Gen [--] NPU . QCOM @Semicon_player . https://x.com/Semicon_player/status/1973380941516251646"
[X Link](https://x.com/PhotonCap/status/1981551723182493738) 2025-10-24T02:42Z 10.6K followers, 12.5K engagements
"Silicon Photonics/CPO MediaTek I believe MediaTek is making a major shift in its Photonics/CPO strategy. They have been directly hiring silicon photonics and CPO architecture engineers signaling a move beyond partnerships with Ranovus and Foxconn toward internalizing core photonics technologies such as optical I/O and co-packaged optics. CPO . . . http://2454.TW https://twitter.com/i/web/status/1985259268728398205 http://2454.TW http://2454.TW https://twitter.com/i/web/status/1985259268728398205 http://2454.TW"
[X Link](https://x.com/PhotonCap/status/1985259268728398205) 2025-11-03T08:14Z 10.6K followers, [----] engagements
"$GFS x $NVTS **GlobalFoundries(GF)** **Navitas Semiconductor(NVTS)** (GaN) . #GaN # #AI # https://gf.com/gf-press-release/globalfoundries-and-navitas-semiconductor-partner-to-accelerate-u-s-gan-technology-and-manufacturing-for-ai-datacenters-and-critical-power-applications/ https://gf.com/gf-press-release/globalfoundries-and-navitas-semiconductor-partner-to-accelerate-u-s-gan-technology-and-manufacturing-for-ai-datacenters-and-critical-power-applications/"
[X Link](https://x.com/PhotonCap/status/1991534843084304882) 2025-11-20T15:51Z 10.9K followers, 10.8K engagements
"$ALAB [--] optical interface aiXscale Photonics . Astera Labs(ALAB) 'NVLink Fusion ' . [--] [--] Heterogeneous AI NVIDIA TB/s (multiple terabytes per second of low-latency data throughput) . COSMOS (Photonic Chiplet) . Astera Labs (Rack-scale) AI 'Total Solution' . Astera Labs Coherent $COHR Lumentum $LITE . (.) COHR: AI 800G/1.6T . LITE: (EML VCSEL) (ELS) . https://www.asteralabs.com/news/astera-labs-expands-connectivity-portfolio-with-custom-solutions/ https://x.com/PhotonCap/status/1984861513694474244 $ALAB interface (fiber-to-chip coupling) ALAB ( ) "
[X Link](https://x.com/PhotonCap/status/1998358943463350436) 2025-12-09T11:47Z 10.9K followers, [----] engagements
"GFS AMF TSEM (Tower Semiconductor) :) https://x.com/PhotonCap/status/1995966551770697925 @PhotonCap $TSEM $GFS . $GFS Advanced micro foundry . https://x.com/PhotonCap/status/1995966551770697925 @PhotonCap $TSEM $GFS . $GFS Advanced micro foundry "
[X Link](https://x.com/PhotonCap/status/2008421058752262644) 2026-01-06T06:11Z 10.9K followers, [----] engagements
"(1/19) PIC Summit USA [----] GlobalFoundries(GFS) . Lightmatter NVIDIA Broadcom Celestial AI (POET) . AIDC PIC scalable interconnects CPO PIC packaging . https://www.picsummitusa.com/ https://www.picsummitusa.com/"
[X Link](https://x.com/PhotonCap/status/2011274480346415171) 2026-01-14T03:09Z 10.9K followers, 348.8K engagements
"Corning $GLW . AIDC . $GFS GLW . Corning crucial. https://x.com/i/status/1990322204031213924 Physical AI . . $GLW $NVTS https://x.com/i/status/1990322204031213924 Physical AI . . $GLW $NVTS"
[X Link](https://x.com/PhotonCap/status/2011926521146196222) 2026-01-15T22:20Z 10.9K followers, 15.4K engagements
"$MRVL $POET $MRVL $POET BOOM Check the transaction details. 20260573: David Lazovsky (Celestial CEO) Marvell Technology Status: GRANTED (Early Termination) The acquisition is happening. Regulatory green light is ON. Celestial's Photonic Fabric is powered by POET. Do the math. https://t.co/xTpt5bKsyw $MRVL $POET BOOM Check the transaction details. 20260573: David Lazovsky (Celestial CEO) Marvell Technology Status: GRANTED (Early Termination) The acquisition is happening. Regulatory green light is ON. Celestial's Photonic Fabric is powered by POET. Do the math. https://t.co/xTpt5bKsyw"
[X Link](https://x.com/PhotonCap/status/2014462020490559958) 2026-01-22T22:15Z 10.6K followers, [----] engagements
"@aleabitoreddit From a photonic and SiPh perspective glass substrates are a promising trend and I am personally very interested in them"
[X Link](https://x.com/PhotonCap/status/2014738622684266639) 2026-01-23T16:34Z 10.8K followers, [----] engagements
". ( .) $POET $MRVL Celestial AI . " '(Si)' Celestial AI 'GeSi' AI [--] . ( . ) [--]. Indirect Absorption (): " " (Si). : () . (L-valley) . : . '(Phonon )' . : " ." . . ( ) [--]. Direct Absorption (III-V ): " " (InP GaAs). : (-valley) . : (Vertical Boost). : . . (POET III-V optical interposer .) [--]. GeSi EAM (Celestial AI/Marvell): " (Shortcut) " GeSi. ''. : (Ge) [--] (Indirect) . (Strain & Alloying): Celestial AI . ' (-valley Shortcut)' . : (L-valley) . - ( ). reference . https://t.co/Es7CZxej3z"
[X Link](https://x.com/PhotonCap/status/2016036273010639192) 2026-01-27T06:31Z 10.6K followers, [----] engagements
"@aleabitoreddit Keep an eye on $VICR. Most people see them as just a power module play but they actually sit at the intersection of thermal material composites and 2000W+ Rubin deployments"
[X Link](https://x.com/PhotonCap/status/2016253222860775730) 2026-01-27T20:53Z 10.8K followers, [----] engagements
"$VICR [----] 70% (@10sec_genius @theodore_invest . 11/11 1/13 . TSEM ) XPU XPU . ( ) . I2 * R (**) . (=) CPO . https://x.com/PhotonCap/status/1988253321313087588 @PhotonCap $VICR . GPU (die) [----] . https://x.com/PhotonCap/status/1988253321313087588 @PhotonCap $VICR . GPU (die) [----] "
[X Link](https://x.com/PhotonCap/status/2016273355759067267) 2026-01-27T22:13Z 10.7K followers, [----] engagements
". $FORM . "12 wafer [--] shot [--] shot [--] chip chip test wafer [---] .😁 wafer test wafer . . [---] . ." [--] 100% . . . PI positioner FORM . FORM PI . https://x.com/PhotonCap/status/2015233997090201777 PIC . . PIC Wafer [--] . [--]. https://t.co/rqtNIM0nxd https://x.com/PhotonCap/status/2015233997090201777 PIC . . PIC Wafer [--] . [--]. https://t.co/rqtNIM0nxd"
[X Link](https://x.com/PhotonCap/status/2016286410618372441) 2026-01-27T23:05Z 10.6K followers, [----] engagements
"$MRVL 6.4Tb/s 3D SiPho CPO [--] x 200Gb/s - AI Co-Packaged Optics (CPO) Architecture: In January [----] Marvell announced its CPO architecture which places the 3D SiPho optical engine alongside customers AI accelerators (XPUs) HBM chips and other components on the same substrate. By integrating optics directly within the https://t.co/jnMezpiBTx Co-Packaged Optics (CPO) Architecture: In January [----] Marvell announced its CPO architecture which places the 3D SiPho optical engine alongside customers AI accelerators (XPUs) HBM chips and other components on the same substrate. By integrating"
[X Link](https://x.com/PhotonCap/status/2016643610016698686) 2026-01-28T22:44Z 10.6K followers, [----] engagements
"$SNDK SanDisk stock price target raised to $1000 by Bernstein on strong earnings (SNDK) [----] . - Bernstein SocGen Group has raised its price target on SanDisk (NASDAQ:SNDK) to $1000.00 from $580.00 while maintaining an Outperform rating. The significant price target increase follows SanDisks second-quarter results that exceeded expectations with revenue up 31% to $3.0 billion compared to consensus estimates of $2.67 billion. The company reported non-GAAP earnings per share of $6.20 substantially above the consensus of $3.49. SanDisks third-quarter guidance emerged as the primary catalyst"
[X Link](https://x.com/PhotonCap/status/2017284856900989100) 2026-01-30T17:12Z 10.9K followers, [----] engagements
"http://x.com/i/article/2017823805625012228 http://x.com/i/article/2017823805625012228"
[X Link](https://x.com/PhotonCap/status/2017858648979202235) 2026-02-01T07:12Z 10.9K followers, 28.8K engagements
"If I have seen further it is by standing on the shoulders of giants Hello this is PhotonCap. If Lecture [--] explored "Why" Silicon Photonics is necessary todays story is about "How" to make it and http://x.com/i/article/2017983535811108864 http://x.com/i/article/2017983535811108864"
[X Link](https://x.com/PhotonCap/status/2017993693073125453) 2026-02-01T16:09Z 10.7K followers, 53K engagements
"In my port $SNDK +200.54% $WDC +115.26% $MU +119.05% total gain % 10"
[X Link](https://x.com/PhotonCap/status/2018353917755879846) 2026-02-02T16:00Z 10.7K followers, 13.1K engagements
"$FORM After-market +4.41% "FormFactor (NASDAQ:FORM) Given New $100.00 Price Target at Cantor Fitzgerald" Teradyne https://www.marketbeat.com/instant-alerts/formfactor-nasdaqform-given-new-10000-price-target-at-cantor-fitzgerald-2026-02-02/ . $FORM . "12 wafer [--] shot [--] shot [--] chip chip test wafer [---] .😁 https://t.co/lBDrB9jpUG https://www.marketbeat.com/instant-alerts/formfactor-nasdaqform-given-new-10000-price-target-at-cantor-fitzgerald-2026-02-02/ . $FORM . "12 wafer [--] shot [--] shot [--] chip chip test wafer [---] .😁 https://t.co/lBDrB9jpUG"
[X Link](https://x.com/PhotonCap/status/2018486562871455901) 2026-02-03T00:47Z 10.7K followers, [----] engagements
"@jukan05 ASML is the key player"
[X Link](https://x.com/PhotonCap/status/2018846765332758613) 2026-02-04T00:39Z 10.7K followers, [----] engagements
"Hanwha Solutions Corp KRX: [------] 1/8 . 1/19 conviction . https://t.co/WU5gTUsTKQ https://t.co/WU5gTUsTKQ"
[X Link](https://x.com/PhotonCap/status/2018910735573893360) 2026-02-04T04:53Z 10.7K followers, 11.5K engagements
"@aleabitoreddit Nice summary and insight. Google's CapEx expansion is expected to trigger similar moves by other hyperscalers making increased investment in $GLW and OCS-related infrastructure a natural corollary"
[X Link](https://x.com/PhotonCap/status/2019185821950308689) 2026-02-04T23:06Z 10.9K followers, [----] engagements
"$GLW is everywhere @PhotonCap I found these OCS partners listed on $NVDA page. Problem I find as investor is estimating timeline of actual ramp up of OCS by big [--] $MST $NVDA $AMZN . Looks like [--] years at least before any P&L impact smaller partners https://t.co/jaT0PIoRhG @PhotonCap I found these OCS partners listed on $NVDA page. Problem I find as investor is estimating timeline of actual ramp up of OCS by big [--] $MST $NVDA $AMZN . Looks like [--] years at least before any P&L impact smaller partners https://t.co/jaT0PIoRhG"
[X Link](https://x.com/PhotonCap/status/2019205034463084639) 2026-02-05T00:22Z 10.9K followers, 18.4K engagements
"AI design . . 100% [--]. prompt [--]. prompt AI knowledge [--]. AI /limit parameter ( ) AI . save . . " AI ' ' ."" . "AI Race Condition (Hallucination) . AI ' ' ." https://t.co/60XaH9UYQq https://t.co/60XaH9UYQq"
[X Link](https://x.com/PhotonCap/status/2019277020304474376) 2026-02-05T05:08Z 10.7K followers, [----] engagements
"TI x Silicon Labs "Texas Instruments will acquire Silicon Labs for $231.00 per share in an all-cash transaction representing a total enterprise value of approximately $7.5 billion." https://investor.ti.com/news-releases/news-release-details/texas-instruments-acquire-silicon-labs Texas Instruments : We has announced an agreement to acquire Silicon Labs creating a leader in embedded wireless technology. I'm excited about what our teams will be able to accomplish together with our combined portfolio of embedded wireless connectivity products TI's https://t.co/yNK5uMzRYB"
[X Link](https://x.com/PhotonCap/status/2019323633987121368) 2026-02-05T08:14Z 10.9K followers, [----] engagements
"The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲)"
[X Link](https://x.com/PhotonCap/status/2019468647136203068) 2026-02-05T17:50Z 10.7K followers, [----] engagements
". . . https://x.com/BSkypia59338/status/2016280454312427936 @PhotonCap optical https://x.com/BSkypia59338/status/2016280454312427936 @PhotonCap optical"
[X Link](https://x.com/PhotonCap/status/2019568420682178597) 2026-02-06T00:26Z 10.9K followers, [----] engagements
"Capex . $LITE $GLW $AVGO $FORM $SNDK $POET / . . . . . "
[X Link](https://x.com/PhotonCap/status/2019570281103388693) 2026-02-06T00:34Z 10.9K followers, 14.7K engagements
"$SNDK . LLM SaaS . LLM SaaS "
[X Link](https://x.com/PhotonCap/status/2019609422235070693) 2026-02-06T03:09Z 10.8K followers, [----] engagements
"SK hynix Inc. Just In: "H3 : Hybrid Architecture using High Bandwidth Memory and High Bandwidth Flash for Cost-Efficient LLM Inference" (DOI: 10.1109/LCA.2026.3660969) Published in: IEEE Computer Architecture Letters ( Early Access ) "AbstractLarge language model (LLM) inference requires massive memory capacity to process long sequences posing a challenge due to the capacity limitations of high bandwidth memory (HBM). High bandwidth flash (HBF) is an emerging memory device based on NAND flash that offers HBMcomparable bandwidth with much larger capacity but suffers from disadvantages such as"
[X Link](https://x.com/PhotonCap/status/2019648509935513720) 2026-02-06T05:45Z 10.7K followers, [----] engagements
"@gwontae51496115 . 2-3 [----] https://www.hanwha.co.kr/newsroom/media_center/news/news_view.doseq=13460 https://www.mt.co.kr/industry/2026/02/05/2026020515503796843 https://www.hanwha.co.kr/newsroom/media_center/news/news_view.doseq=13460 https://www.mt.co.kr/industry/2026/02/05/2026020515503796843"
[X Link](https://x.com/PhotonCap/status/2019693174739112446) 2026-02-06T08:42Z 10.7K followers, [---] engagements
"$NVDA x $TSEM $TSEM x InnoLight InnoLight x $POET Its not induction but its a simple syllogism along the value chain. As a result $NVDA x $POET $POET NVIDIA-POET [--]. NVIDIA - Tower Semiconductor .(2026.02.05) [--]. AI 1.6T . [--]. Tower (SiPho) NVIDIA . https://t.co/TnxfA6FFDV $POET NVIDIA-POET [--]. NVIDIA - Tower Semiconductor .(2026.02.05) [--]. AI 1.6T . [--]. Tower (SiPho) NVIDIA . https://t.co/TnxfA6FFDV"
[X Link](https://x.com/PhotonCap/status/2019708725377007944) 2026-02-06T09:44Z 10.9K followers, [----] engagements
"KOR https://x.com/PhotonCap/status/2019692432984862755 Summary As LLM sequence lengths surge to the [--] million (10M) token scale the shortage of HBM capacity has become a reality. To address this SK Hynix has proposed the http://x.com/i/article/2019799388403716096 http://x.com/i/article/2019799388403716096"
[X Link](https://x.com/PhotonCap/status/2019801247021470143) 2026-02-06T15:51Z 10.7K followers, [----] engagements
"$FORM's CM300 tool is a kind of standard in photonics market FORM CM300 silicon photonics wafer-level testing market . https://www.formfactor.com/product/probe-systems/300-mm-systems/cm300xi-siph/ $FORM +9% [--]. . . https://t.co/A6eQdXWA10 https://www.formfactor.com/product/probe-systems/300-mm-systems/cm300xi-siph/ $FORM +9% [--]. . . https://t.co/A6eQdXWA10"
[X Link](https://x.com/PhotonCap/status/2019807089317871657) 2026-02-06T16:15Z 10.6K followers, [----] engagements
"@aleabitoreddit Congrats"
[X Link](https://x.com/PhotonCap/status/2019952387268743322) 2026-02-07T01:52Z 10.9K followers, [----] engagements
"@Xterbase . [--] "
[X Link](https://x.com/PhotonCap/status/2019953109364273248) 2026-02-07T01:55Z 10.9K followers, [--] engagements
"Index 90-80 10-20 . beta . 10-20 / . $FORM $GLW $TSEM $GFS @PhotonCap @PhotonCap"
[X Link](https://x.com/PhotonCap/status/2019955199872541000) 2026-02-07T02:03Z 10.9K followers, [----] engagements
"@Xterbase @theodore_invest DCA . 30"
[X Link](https://x.com/PhotonCap/status/2019955541104357564) 2026-02-07T02:05Z 10.9K followers, [--] engagements
"Lightmatter . . $SNPS . PDK Ansys/Lumerical . $SNPS (.) . . Lightmatter Collaborates with Synopsys $SNPS Lightmatter a leader in photonic computing has announced a strategic collaboration with Synopsys to integrate advanced interface IP into its Passage 3D Co-Packaged Optics (CPO) platform. Lightmatter will incorporate Synopsys Lightmatter Collaborates with Synopsys $SNPS Lightmatter a leader in photonic computing has announced a strategic collaboration with Synopsys to integrate advanced interface IP into its Passage 3D Co-Packaged Optics (CPO) platform."
[X Link](https://x.com/PhotonCap/status/2020004522941440223) 2026-02-07T05:19Z 10.9K followers, [----] engagements
"I gave up trying to park in the Costco parking lot. Its getting way harder to find an empty spot. Ended up parking outside the Costco parking lot. Is it time to add $COST"
[X Link](https://x.com/PhotonCap/status/2020285833585263093) 2026-02-07T23:57Z 10.9K followers, [----] engagements
"VRAM) 288G (36GB x 8) x [--] = 2.3TB Model) 1E12 x 2bytes = 2TB Can it handle 1T parameters Based on the calculation the answer would be "YES" Samsung Electronics to Begin World's First HBM4 Mass Production After Lunar New Year HolidaySeizing Initiative in Next-Generation Market Samsung Electronics will become the world's first to mass-produce and ship the next-generation High Bandwidth Memory (HBM) HBM4a 'game https://t.co/Fuf6617jCx Samsung Electronics to Begin World's First HBM4 Mass Production After Lunar New Year HolidaySeizing Initiative in Next-Generation Market Samsung Electronics will"
[X Link](https://x.com/PhotonCap/status/2020308226630435038) 2026-02-08T01:26Z 10.6K followers, [----] engagements
"Nvidia HQ . [--] 8M USD (117 [------] KRW/USD) CFO "$8M for [--] seconds: A CFOs guide to Super Bowl ad spend Advertising around the Super Bowl can be worth it if you run it like a CFO. Not if you let the marketing team treat it like a trophy." https://www.cfo.com/news/a-cfo-guide-to-super-bowl-ad-spend-jason-hershman-point-/811381/ https://www.cfo.com/news/a-cfo-guide-to-super-bowl-ad-spend-jason-hershman-point-/811381/"
[X Link](https://x.com/PhotonCap/status/2020345973634203845) 2026-02-08T03:56Z 10.6K followers, [----] engagements
"" " . . @PhotonCap [--]. . QKD (PQC ) . 1) (The Money Game) - (China): [---] ( [--] ) @PhotonCap [--]. . QKD (PQC ) . 1) (The Money Game) - (China): [---] ( [--] )"
[X Link](https://x.com/PhotonCap/status/2020379762745831794) 2026-02-08T06:10Z 10.9K followers, [----] engagements
"$AXTI Fiber optic network . [--]. mode (1.45) speed . 30km/s / [----] = [----] km/s [--]. optics data latency (carrier frequency -- data packet ) 193THz (1% ) (GHz ) . . [--]. [--] latency . mm/s ( ) () . /PTFE speed of light 70% [--] km/s [--]. 1-3 "light speed" . copper . [--]. "McKay Brothers" high frequency trading . Chicago() - NY() Arbitrage /microwave . https://perspectives.mvdirona.com/2012/02/communicating-data-beyond-the-speed-of-light/ $AXTI Mini Thesis - Indium Phospide (InP) is the essential substrate for lasers that connect AI-superclusters."
[X Link](https://x.com/PhotonCap/status/2020443102352150564) 2026-02-08T10:22Z 10.8K followers, 19.4K engagements
"$IONQ . ( -- ) [--]. Oxford Ionics EQC pros/cons [--]. [--]. $SKYT / SKYT / . IP . https://t.co/RDKalw8j8V https://t.co/RDKalw8j8V"
[X Link](https://x.com/PhotonCap/status/2020461428373930163) 2026-02-08T11:35Z 10.6K followers, 10.3K engagements
"@love_mech17458 RocketRibbon solution Buy American GLW . https://x.com/i/status/2014227926901027200 PW2026 1: CORNING $GLW [----] (Gorilla Glass) [----] (1970 [--] dB/km ) https://t.co/X24justrak https://x.com/i/status/2014227926901027200 PW2026 1: CORNING $GLW [----] (Gorilla Glass) [----] (1970 [--] dB/km ) https://t.co/X24justrak"
[X Link](https://x.com/PhotonCap/status/2020582060965163388) 2026-02-08T19:34Z 10.6K followers, [---] engagements
"AI Compute Interconnect Lightmatter Envise (Photonic Computing) Passage (Optical Interconnect) . "PRODUCTS" tab Interconnect Passage Envise . "RESEARCH" . [----] . "Nature640 [------] (2025). . [--]. Lightmatter Compute Interconnect [--]. Compute GPU ROI bandwidth interconnect (Compute ) [--]. : "Compute (Scale-out) " ( 1) AI (LLM) (Compute) (Interconnect) Interconnect Wall ( ): NVIDIA H100/Blackwell GPU . . . Lightmatter (Passage): Passage GPU "NVIDIA AMD " . . [--]. (Envise) ROI ( 2) Nature Envise 'Research' . - (Analog Noise): . " (Analog"
[X Link](https://x.com/PhotonCap/status/2020619931587637314) 2026-02-08T22:05Z 10.9K followers, [----] engagements
"The Proliferation of Academic Journals and the "Post-Journal" Education Phenomenon I brought up the topic of Nature Portfolios expansion out of the blue and as expected there wasn't much of a reaction. Recently Springer Nature announced the launch of 'Nature Sensors' and 'Nature Health' scheduled for January [----]. With the first volumes already released it is time to interpret this not as a mere expansion of a portfolio that already exceeds [---] journals but as a massive tectonic shift in the knowledge ecosystem. Moving from traditional scientific pillars like Nature Physics and Chemistry into"
[X Link](https://x.com/PhotonCap/status/2020650426123846037) 2026-02-09T00:06Z 10.7K followers, [----] engagements
"This is too much like science fiction. (The technology doesn't support it at the moment.) But it's worth considering -- it's a concept actually used in delay lines in quantum computing. If it were possible GLW would be LONG. Optical memory: https://x.com/PhotonCap/status/2019289574263177697 Good for Corning and Fujikura https://x.com/PhotonCap/status/2019289574263177697 Good for Corning and Fujikura"
[X Link](https://x.com/PhotonCap/status/2020655470189613454) 2026-02-09T00:26Z 10.6K followers, [----] engagements
"$GFS $TSEM . @PhotonCap @PhotonCap"
[X Link](https://x.com/PhotonCap/status/2020667041745637874) 2026-02-09T01:12Z 10.9K followers, [----] engagements
"@RealChickenBoy9 GFS "
[X Link](https://x.com/PhotonCap/status/2020667128739738092) 2026-02-09T01:12Z 10.6K followers, [---] engagements
"@semivision_tw Nice I'd like to share another big new with you as well. Lightmatter x $SNPS: https://lightmatter.co/press-release/lightmatter-collaborates-with-synopsys-to-integrate-advanced-interface-ip-with-its-passage-co-packaged-optics-platform/ https://lightmatter.co/press-release/lightmatter-collaborates-with-synopsys-to-integrate-advanced-interface-ip-with-its-passage-co-packaged-optics-platform/"
[X Link](https://x.com/PhotonCap/status/2020750756362744108) 2026-02-09T06:44Z 10.9K followers, [---] engagements
"SpaceX really is planning to deploy data center in the sapce Responsibilities: [--]. Work with a cross-discipline team including electrical mechanical and software engineers to conceptualize and develop test systems used to test and validate flight hardware [--]. Define document and present test system requirements coverage designs and operational strategies [--]. Design and produce test assets such as test racks electrical panels electrical test fixtures harnessing connectors PCBAs machinery tools processes etc. [--]. Select commercial-off-the-shelf hardware and/or design custom PCBAs to measure signals"
[X Link](https://x.com/PhotonCap/status/2020767032082636958) 2026-02-09T07:49Z 10.6K followers, [----] engagements
"My favorite optics/photonics-related stocks🚀 $FORM +6.22% $TSEM +6.56% $LITE +4.25% $GLW +5.84% $GFS +0.29% $POET +4.34% $FORM +9.30% $TSEM +6.11% $LITE +3.45% $GLW +2.77% $GFS +2.77% $POET +7.63% (😆) https://t.co/QUzWjnj3kN $FORM +9.30% $TSEM +6.11% $LITE +3.45% $GLW +2.77% $GFS +2.77% $POET +7.63% (😆) https://t.co/QUzWjnj3kN"
[X Link](https://x.com/PhotonCap/status/2020905371444051986) 2026-02-09T16:59Z 10.7K followers, [----] engagements
"Navitas has developed their partnership with $GFS https://x.com/i/status/1991534843084304882 Now guess which fab they are using to manufacture it ;) https://x.com/i/status/1991534843084304882 Now guess which fab they are using to manufacture it ;)"
[X Link](https://x.com/PhotonCap/status/2020915463371276348) 2026-02-09T17:39Z 10.9K followers, [----] engagements
"@zephyr_z9 great point"
[X Link](https://x.com/PhotonCap/status/2020915505696325674) 2026-02-09T17:39Z 10.9K followers, [----] engagements
"@zoomyzoomm I'd like to add another sector of test and measurement with $FORM $TER + $KEYS"
[X Link](https://x.com/PhotonCap/status/2020979556585439328) 2026-02-09T21:54Z 10.9K followers, [---] engagements
"Forward PER of $SNDK 15.81(2026E) 7.46(2027E) Today I've added some $SNDK to my port. In my port $SNDK +200.54% $WDC +115.26% $MU +119.05% total gain % [--] https://t.co/bj3uWJgu88 In my port $SNDK +200.54% $WDC +115.26% $MU +119.05% total gain % [--] https://t.co/bj3uWJgu88"
[X Link](https://x.com/PhotonCap/status/2020997206363578438) 2026-02-09T23:04Z 10.9K followers, [----] engagements
"@drakeondigital CAMP4 Therapeutics Corp"
[X Link](https://x.com/PhotonCap/status/2021026199837999363) 2026-02-10T00:59Z 10.7K followers, [---] engagements
"Apple Apple Recruiter . login "
[X Link](https://x.com/PhotonCap/status/2021133664197935199) 2026-02-10T08:06Z 10.7K followers, 36.6K engagements
"@michaelnicollsx It sounds like your team wants to test cheaper off-the-shelf chips instead of using rad-hard ones"
[X Link](https://x.com/PhotonCap/status/2021177395076620372) 2026-02-10T11:00Z 10.7K followers, [--] engagements
"If you unfold the global map of perovskite technology Korean universities are everywhereUNIST and Sungkyunkwan University leading the charge alongside Korea University Hanyang University SNU KAIST and POSTECH. SpaceXs latest job posting reads like an open love call from Texas to Koreas solar talent. And one small footnote: dont forget the lifting exercisesthis role literally requires lifting [--] lbs unassisted. Even space solar starts hands-on. https://t.co/WU5gTUsTKQ https://t.co/WU5gTUsTKQ"
[X Link](https://x.com/PhotonCap/status/2021268511289639221) 2026-02-10T17:02Z 10.7K followers, [----] engagements
"UNIST KAIST POSTECH . SpaceX . 11kg(25) . . 💪"
[X Link](https://x.com/PhotonCap/status/2021269100006449563) 2026-02-10T17:04Z 10.7K followers, [----] engagements
"@zen_xen_horizen 😊"
[X Link](https://x.com/PhotonCap/status/2021450931548848454) 2026-02-11T05:07Z 10.8K followers, [--] engagements
"$SNDK Day 2/2 RSI [--] . indicator 2/3 " " . (credit: @danjang1205) @PhotonCap . . 😏 @PhotonCap . . 😏"
[X Link](https://x.com/PhotonCap/status/2021465803409981652) 2026-02-11T06:06Z 10.8K followers, 16.7K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PhotonCap Photon Capital
Photon Capital posts on X about ai, $poet, $gfs, $form the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-------] +275%
- [--] Month [---------] +3,273%
- [--] Months [---------] +258,752,200%
Mentions: [---] #
- [--] Week [--] -38%
- [--] Month [--] +1,283%
- [--] Months [---] +27,400%
Followers: [------] #
- [--] Week [------] +9.60%
- [--] Month [------] +43%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #4651 technology brands finance cryptocurrencies countries celebrities automotive brands currencies travel destinations exchanges
Social topic influence ai #3112, $poet #3, $gfs #1, $form #14, $glw #29, spacex #1498, $sndk #75, strong #2634, $tsem #6, $lite #54
Top accounts mentioned or mentioned by @aleabitoreddit @humphilomath @xterbase @theodoreinvest @cruxcapital @theodore_invest @iamfabian @hamsarris6 @grok @stockwellsstock @jukan05 @rwang07 @semivisiontw @drakeondigital @rklbinvest @pearsonpc @tleroy5 @harryhh1993 @soykanyes @hypertechinvest
Top assets mentioned GlobalFoundries (GFS) Four (FORM) Corning Incorporated (GLW) Sandisk Corporation (SNDK) Tower Semiconductor Ltd (TSEM) Lumentum Holdings Inc. Common Stock (LITE) Marvell Technology Inc (MRVL) NVIDIA Corp. (NVDA) Coherent Inc (COHR) IonQ, Inc. (IONQ) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Metadium (META) Micron Technology, Inc. (MU) Navitas Semiconductor Corporation Common Stock (NVTS) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Vicor Corp (VICR) AppLovin Corporation (APP) Nebius Group N.V. Class A Ordinary Shares (NBIS) IBM (IBM) SkyWater Technology, Inc. (SKYT) Western Digital Corp (WDC) Amazon.com, Inc. (AMZN) Synopsys, Inc. (SNPS) KEYS (KEYS)
Top Social Posts
Top posts by engagements in the last [--] hours
"This account curates public signals on: Photonics & Quantum ✨ Semiconductor trends ⚙ Investment implications 📊 Simplifying complex tech into clear market insights. All views personal at your own risk. #NFA #DYOS"
X Link 2025-09-28T22:31Z [---] followers, [---] engagements
"@Buldak_Crypto Hey thanks for sharing this posting with your followers. BTW is your name Korean instant noodle Buldak"
X Link 2025-10-11T21:21Z [----] followers, [---] engagements
"@Thomas_james_1 Do you think $BULL deserves a spot on your list instead of $HOOD"
X Link 2025-10-11T23:57Z [----] followers, [---] engagements
"Such a great comment. Couldn't agree more. When you ignore these principles you might beat the market in an uptrend but face huge losses in a downturn. For me after my returns turned negative during the tariff issue last April I started off by ensuring every trade had a clear basis whether chart fundamentals or undervaluation. Once you manage points [--] to [--] controlling your portfolios beta through cash and risk management makes the effect even stronger I believe. For sure. [--]. (Emotional Control) : . : . (stop loss) . [--]. (Lack of Patience) : (overtrading) . : . 3."
X Link 2025-10-12T00:17Z [----] followers, [----] engagements
"@aleabitoreddit I have't found a great basis to buy BULL yet. May I ask you what makes you to buy it I've used webull but I couldn't find very interesting and stong points yet"
X Link 2025-10-12T04:03Z [----] followers, [---] engagements
"Thanks for the heads up. It is very valuable. I dont know all the details though but from what Ive learned MMCAP is known for strict risk management and has been a long-term investor in POET. They reportedly hold POET as the second-largest position in their portfolio. Given these points it seems like they see significant potential in POET. From MMCAP's perspective their decision to exceed 10% ownership reflects strong confidence and conviction in POET's potential. (I have also the same view but in my portfolio POET is not as large as 10% yet but maybe it will be coming soon lol) For POET and"
X Link 2025-10-12T16:01Z [----] followers, [----] engagements
"@crux_capital_ I found it frustrating that Fidelity prevents trading $ALMU. I have no idea what's going on :("
X Link 2025-10-13T19:45Z [----] followers, [---] engagements
"same view here and there are already pretty big giants in the data center market such as $AVGO $CSCO $MRVL and many more you know. But the they own exclusive IP on interposer technologies for the MUCH lower cost though and technical view (chart) looks also pretty beautiful. I plan to be cautious while managing risk"
X Link 2025-10-13T23:40Z [----] followers, [---] engagements
"The Korean proverb "When whales fight the shrimp's back is broken" perfectly fits the US-China trade spat where poor South Korea is the shrimp caught in the middle while the big players duke it out. This situation is similar to the African proverb "When elephants fight the grass gets trampled." I hope this is over soon"
X Link 2025-10-14T05:10Z [----] followers, [----] engagements
"@crux_capital_ looking forward to hearing about the foundry partnerssoon"
X Link 2025-10-14T14:37Z [----] followers, [---] engagements
"@crux_capital_ I ended up calling Fidelity to buy it. I felt like a pro making the trade over the phone though the amount I bought definitely didnt scream PRO. lol"
X Link 2025-10-14T14:59Z [----] followers, [---] engagements
"@HarryHH1993 @soykanyes hope so"
X Link 2025-10-15T20:13Z [----] followers, [---] engagements
"@HarryHH1993 @soykanyes Great to hear from you. I am also thiniking about opening a new account on a new plarform. I won't have to spend [--] minutes calling just to add more lol"
X Link 2025-10-16T14:43Z [----] followers, [--] engagements
"Series B(2021) $80M Viking Global Series C(2023) $154M Fidelity Viking GV HPE Series D(2024) $400M T. Rowe Price; Fidelity GV $850M"
X Link 2025-09-30T04:09Z [----] followers, [---] engagements
"We are still in the early days of the silicon photonics era and $AEVA is starting to attract attention. The sharp rise between April and August was largely irrational hype. Even an Aeva engineer I know personally said he couldnt understand why the stock was going up that much. Now that the bubble has passed the trajectory looks much healthier. With Trump and Xi expected to reconcile at APEC Id say the stock is likely to find its footing and continue on a steady upward trend. I've studied a bit on this (written in Korean though but I say you have Grok)"
X Link 2025-10-11T07:40Z [----] followers, [---] engagements
"$GFS started off weaker in the US while many Asian fabs such as TSMC and Samsung did a great job with much lower costs (you know US GDP per person is way higher than those two). I know these days in the US many younger generations prefer jobs in front of a monitor rather than wearing a bunny gown. (I had a lot of experience when I did interviews as an interviewer) So GFS changed its strategy and target from pure electronics to photonics. You know we are slowly moving into the EPIC (Electronics-Photonics Integrated Circuit) era and photonics will be really needed to solve the bottlenecks in"
X Link 2025-10-11T07:52Z [----] followers, [----] engagements
"@HyperTechInvest I am interested in $OCC and $ALMU hete. Additionally I'd like to add two more $POET and $GLW"
X Link 2025-10-11T15:19Z [----] followers, [---] engagements
"Great list Big thanks to @HyperTechInvest However most of these names are small and mid-cap growth plays I guess (Idk all the tickers but thats my impression.) but $COHR feels a bit out of place. Coherent is already a mature optics company and the C-band market has mostly plateaued since most of the telecom and metro infrastructure is already built. Thats why $POET looks more compelling. Its O-band optical interposer technology is still in the early adoption stage and could benefit directly from the next wave of AI data center demand especially intra- and interconnects inside AI clusters. I"
X Link 2025-10-11T15:49Z [----] followers, [----] engagements
"Im also keeping an eye on $INVZ. I think 3D MEMS LiDAR is quite a solid choice (though I personally prefer $Aeva s FMCW type eventually. You should be aware of this ticker.). From the chart perspective the big cup and handle pattern looks worth paying attention to. https://x.com/PhotonCap/status/1973382519274770552 https://x.com/PhotonCap/status/1973382519274770552"
X Link 2025-10-11T15:53Z [----] followers, [----] engagements
"@GauchoRico I didnt realize earlier that $APP had such potential in the market but I was wrong. I picked up some shares when it abruptly dropped a few days ago. It was a great chance to add"
X Link 2025-10-11T15:56Z [----] followers, [---] engagements
"pretty cool plot to see all the major SaaS companies in a single chart Curious which company do you think stands out the most based on this data It might be $APP Also which parameter do you think is the most impactful among EV/Gross Profit revenue growth estimates and operating margin"
X Link 2025-10-12T00:49Z [----] followers, [---] engagements
"Kpop Demon Hunters x Nongshim Nongshim Co Ltd KRX: [------] Kpop Demon Hunters"
X Link 2025-10-19T04:58Z [----] followers, [----] engagements
"I don't disagree but theres no rule that says a commercial contract has to be reflected in the stock price immediately. Just look at Qualcomm currently. You dont want to be the one regretting later when the price rockets. Of course I also dont want to get burned by being overweight in a small-cap name like this so Im building my position with a balanced allocation"
X Link 2025-10-23T20:14Z [----] followers, [--] engagements
"@crux_capital_ I got $NBIS yesterday. I found it the good timing to add NBIS in my pocket"
X Link 2025-10-24T00:44Z [----] followers, [---] engagements
"@craigers211 on that same line I bought some $GFS"
X Link 2025-10-24T20:31Z [----] followers, [---] engagements
"This is definitely a thought-provoking question. I believe the fundamental technological moat remains intact so long-term growth shouldnt be an issue. While the 8% figure may appear small thats expected for equipment makers. In addition AMAT holds a strong position in the emerging photonics market as well. If you consider its existing share together with the AI-driven 8% uplift and the added momentum from photonics the overall growth outlook looks even stronger. (For full disclosure I dont hold AMAT shares myself but I will have some portions in my port)"
X Link 2025-10-26T15:54Z [----] followers, [----] engagements
"Its still too early to tell but in terms of mass production and thermal management this approach could eventually surpass not only traditional copper cables but also CPO technologies from players like Broadcom Lumentum and Marvell. The real challenge is capital and scale but fundamentally it offers advantages that overcome the core limitations those companies still face. Please take a look into these. https://x.com/PhotonCap/status/1982181651871625265t=DULmbJ2OcBDTYvj76O63Bw&s=19 https://x.com/PhotonCap/status/1975448497358070037t=auu22y4UCJfPfjbeqvmN6Q&s=19"
X Link 2025-10-26T17:54Z [----] followers, [---] engagements
"$LWLG Lightwave Logic Inc I recently came across $LWLG (Lightwave Logic) while talking with an overseas investor. In the era of AI data centers and silicon photonics many people are excited about $POET but I believe LWLG is another company worth watching. (I still need to study the company in greater depth but after spending about an hour looking into it I found it compelling enough to share. A more detailed analysis will follow soon.) Looking at the chart the weekly trend is very clean and trading volume has picked up noticeably since June this year. That said the RSI is in overbought"
X Link 2025-10-27T13:42Z [----] followers, [----] engagements
"$NVDA CEO WILL DISCUSS AI 6G QUANTUM ROBOTICS IN SPEECH $NVDA CEO WILL DISCUSS AI 6G QUANTUM ROBOTICS IN SPEECH"
X Link 2025-10-28T17:40Z [----] followers, [----] engagements
"@crux_capital_ Hey bro you should take a look at [--]. OE Solutions Co Ltd KOSDAQ: [------] [--]. Opticore Inc KOSDAQ: [------] [--]. Lightron Fiber-Optic Devices Inc KOSDAQ: [------] as well. You know South Korea has the most powerful fiber-optic infrastructure in the world. 🤙"
X Link 2025-10-29T02:20Z [----] followers, [----] engagements
"$NVDA becomes the first company in history to reach a $5T market cap. 4.9T * 206.43/201.03 = 5.01T"
X Link 2025-10-29T05:32Z [----] followers, [----] engagements
"Theres a lot of debate on whether Metas drop is a buy-the-dip opportunity or the start of a deeper decline to the hell or something. Not sure if this is truly a dip but I bought it in my long-term IRA account. Bought the $META dip. Everyones scared of CapEx but thats the whole point. Metas shifting from the worlds biggest social media company to one of the largest AI compute platforms on earth built inside the most engaged network ever created. https://t.co/2aX8Ky77VW Bought the $META dip. Everyones scared of CapEx but thats the whole point. Metas shifting from the worlds biggest social media"
X Link 2025-11-02T08:40Z [----] followers, [----] engagements
"@brilliant_qstar @nyse_min"
X Link 2025-11-02T08:45Z [----] followers, [--] engagements
"@D27357 whay brings you there I have no idea on it. have you found something from Skywater"
X Link 2025-11-02T23:33Z [----] followers, [--] engagements
"@Mooni_Global I'd love to study with Mooni. It's been amazingly changing my approach to investing. 🫡"
X Link 2025-11-03T00:50Z [----] followers, [---] engagements
"$LWLG just above $5.0 $LWLG . . : ( ) (Fab) (BEOL) * . $LWLG . . : ( ) (Fab) (BEOL) * "
X Link 2025-11-03T15:06Z [----] followers, [----] engagements
"Added more $ALMU at $15.69 to my position. (accumulating whenever it touches the white line below.)"
X Link 2025-11-03T19:30Z [----] followers, [----] engagements
"I believe based on the spec of the splicer you can precisely control with the arc power duration time steps etc. it would depend on the precision of the tool cause fiber itself is really pure material. However based on my experiences with a fujikura splicer (not so fancier) it was tough to make them reiably and repeatibly"
X Link 2025-11-06T08:13Z [----] followers, [--] engagements
"@humphilomath in Palo Alto CA"
X Link 2025-11-06T16:34Z [----] followers, [--] engagements
"DARPA Quantum Benchmarking Initiative Atom Computing IBM IonQ Xanadu QuEra Computing https://www.darpa.mil/research/programs/quantum-benchmarking-initiative https://www.darpa.mil/research/programs/quantum-benchmarking-initiative"
X Link 2025-11-07T00:31Z [----] followers, [----] engagements
"$LWLG Two Pieces of Big News and What a Beautiful Chart: [--]. Analysis of the November [--] Update Call Announcement Lightwave Logic (LWLG) announced a special "CEO Update Call" for November [--] [----] deferring its standard Q3 financial report. The market reacted very positively to this news (stock up +11.47%) interpreting it as a strong bullish signal. This suggests the company is preparing to announce significant positive newslikely a major commercialization update such as details on its Fortune [---] partnerwhich merits a special call rather than a routine earnings release. [--]. Analysis of the"
X Link 2025-11-11T13:08Z [----] followers, [----] engagements
"Spending Veterans Day catching up on work and doing some stock research at a cafe inside The BioFarm in South SF. This area is one of the biggest biotech hubs in the Bay Area which is home to companies like Genentech Twist Bioscience $TWST Eli Lilly $LLY Verily 10x Genomics $TXG and many more The BioFarm . The US stock market will not be closed tomorrow. It will be open as usual (Veterans Day). 💯💯💯 Veterans Day .👍 https://t.co/WGMnvYZVuu The US stock market will not be closed tomorrow. It will be open as usual (Veterans Day). 💯💯💯 Veterans Day .👍 https://t.co/WGMnvYZVuu"
X Link 2025-11-11T22:03Z [----] followers, [----] engagements
"@humphilomath I have no idea but I saw some non Korean there"
X Link 2025-11-14T04:12Z [----] followers, [--] engagements
"@UsernameAndStuf Great but Im not interested in getting my money back in the near term. I invested because of their fundamental skillset and technology thats where the real value is for me. But appreciate your comment though"
X Link 2025-11-15T21:12Z [----] followers, [---] engagements
"GlobalFoundries Seizes the Speed of Light Advantage: AMF Acquisition Completes the Final Piece of AI Infrastructure GlobalFoundries (GF) has officially acquired Advanced Micro Foundry (AMF) of Singapore and this is far more than a simple fab expansion. It is a strategic move in the escalating Silicon Photonics (SiPh) arms race aimed at breaking through the physical limits of AI data centers: heat bandwidth and interconnect bottlenecks. The goal is clear: strengthen GFs leadership in Silicon Photonics for AI and communications infrastructure and position itself against competitors like TSMC"
X Link 2025-11-19T08:44Z [----] followers, [---] engagements
"@umddid_j NVDA 🙏🙏🙏"
X Link 2025-11-19T16:22Z [----] followers, [--] engagements
"GUC Ayar Labs: TSMC $TSM ecosystem opens the 100Tbps CPO era Ayar Labs which I covered in Silicon Photonics Company Deep-Dive #3 has announced a collaboration with Taiwans GUC (TSMs ASIC design/packaging house TPE: 3443). Here is a summary. [--]. GUC Ayar Labs Partnership (a) Announcement -GUC (Global Unichip Corp.) and Ayar Labs announced a co-development partnership for next-generation AIHPC systems using Co-Packaged Optics (CPO). -Goal: Integrate optical I/O directly inside the XPU package to overcome the limitations of electrical signaling. (b) Key achievements -Ayar Labs TeraPHY optical"
X Link 2025-11-20T06:57Z [----] followers, [---] engagements
". SemiAnalysis [----] report "The Road Ahead: Anticipating Future AI Hardware Innovations Looking ahead the continued collaboration between Broadcom and Google particularly on advanced TPUs sets a clear trajectory for future developments in AI hardware. In the near-term we can expect to see further refinements and performance enhancements in the TPU v7 and subsequent iterations likely focusing on even greater energy efficiency higher computational density and improved capabilities for emerging AI paradigms like multimodal models and sparse expert systems. Broadcom's commitment to rolling"
X Link 2025-11-23T18:43Z [----] followers, [---] engagements
"AI Comes to Google Scholar: A New Era for Research Discovery Today we are introducing Google Scholar Labs a new feature that explores how generative AI can transform the process of answering detailed scholarly research questions. Scholar Labs is powered by AI to act as an advanced research tool helping you tackle questions that require looking at a subject from multiple angles. It analyzes your question to identify key topics aspects and relationships then searches all of them on Scholar. For example lets say youre looking to find out how caffeine consumption might affect short-term memory."
X Link 2025-11-23T20:42Z [----] followers, 12.7K engagements
"Q2B Silicon Valley (Dec [---] [----] Silicon Valley) is an in-person industry-focused quantum technologies conference. It brings together quantum computing hardware and software vendors end-users government/lab representatives and investors to showcase real-world quantum applications (computing communication sensing security) discuss industry case studies and explore the commercialisation / investment roadmap of quantum. Even if you dont attend in person you can still understand the current direction of the quantum industry by looking at the participating organizations the speakers backgrounds"
X Link 2025-11-25T20:22Z [----] followers, [----] engagements
"Beautiful. Appreciate the mention. Termans role in shaping the talent behind Koreas industrial rise is undeniable alongside government support of course. But HBM and semiconductors becoming dinner-table topics is actually very recent. I bieve probably less than a decade. Even DRAM and NAND were never talked about like this lol. This feels largely driven by NVIDIA and Hynix/Samsungs HBM boom and their stocks going up🚀"
X Link 2025-11-26T22:10Z [----] followers, [--] engagements
"Big News for $POET https://openai.com/index/openai-and-foxconn-collaborate/ . $POET https://t.co/9xdoYFnUkb https://openai.com/index/openai-and-foxconn-collaborate/ . $POET https://t.co/9xdoYFnUkb"
X Link 2025-12-04T07:06Z [----] followers, 13.3K engagements
"@humphilomath English version od that https://news.kaist.ac.kr/newsen/html/news/mode=V&mng_no=55470 https://news.kaist.ac.kr/newsen/html/news/mode=V&mng_no=55470"
X Link 2025-12-05T05:08Z [----] followers, [--] engagements
"SpaceX: Beyond the $800B Valuation Rumors 🚀 Elon Musk denied the recent valuation reports but the market's excitement is real. The key isn't the rocketsit's the lasers connecting them. In my first Substack deep dive I analyze the Optical Value Chain behind Starlink. 📡 Why it matters: The Tech: Why 1550nm (Eye-safe) lasers are the only choice. The Strategy: How SpaceX uses COTS to cut costs. The Stocks: Finding the "Pick and Shovel" plays ( $COHR $LITE $MRVL etc.) for the space era. Don't chase the headlines. Study the supply chain. 👇 Read the full analysis: #SpaceX #Starlink #Stocks"
X Link 2025-12-07T01:05Z [----] followers, 10.3K engagements
"http://x.com/i/article/2007225607462244352 http://x.com/i/article/2007225607462244352"
X Link 2026-01-02T23:12Z [----] followers, 32.4K engagements
"sell on the news"
X Link 2026-01-06T06:03Z [----] followers, [--] engagements
"Corning is insane $GLW LCD platform looks like a [--] year suicide pack for display manufacturers characterized by hyper- competition over investment periodic non-profitability but requiring sustained investment for product differentiation with poor return -Corning https://t.co/rFOgR2hsdx LCD platform looks like a [--] year suicide pack for display manufacturers characterized by hyper- competition over investment periodic non-profitability but requiring sustained investment for product differentiation with poor return -Corning https://t.co/rFOgR2hsdx"
X Link 2026-01-09T21:51Z [----] followers, [----] engagements
"@grok @goAI88 @grok Are you sure I don't think I've discussed quantum computing including those related companies a lot in my article"
X Link 2026-01-18T21:23Z [----] followers, [--] engagements
"While photonics is certainly important in quantum computing there's hardly any discussion of quantum computing including Rigetti or IonQ in my article and it's a shame that Grok gave an answer about them. @PhotonCap @goAI88 You're rightthanks for the correction. Upon reflection my summary overemphasized quantum computing. The article focuses more on photonics' role in AI integrated optics and semiconductors for efficient data handling. Revised stock highlights: $NVDA (AI chips) $COHR (optics) @PhotonCap @goAI88 You're rightthanks for the correction. Upon reflection my summary overemphasized"
X Link 2026-01-18T21:38Z [----] followers, [----] engagements
"So glad you visited Korea I road-tripped through Sicily Rome Tuscany Venice Milan and the Dolomites last year and saw and felt the true power of Italy. (wine is incredibly great) The evolution from Roman history to modern science manufacturing and culture is amazingly breathtaking. Looking forward to the amazing synergy between Korea and Italy https://twitter.com/i/web/status/2013312107652227272 https://twitter.com/i/web/status/2013312107652227272"
X Link 2026-01-19T18:06Z [----] followers, [---] engagements
"PW2026 2: AELUMA $ALMU : III-V (InGaAs ) (Si) (Heterogeneous Integration) (Scale) . . "Phillip Skahan" UCSB (/CEO Daniel Blumenthal ) ALMU [--] sort . ( .) [--]. What is the current status of Telcordia GR-468 certification "No comment" [--]. HTOL & Thermal Stability: regarding the lattice mismatch between Si and InGaAs/AlGaAs have HTOL (High Temperature Operating Life) tests confirmed stability against heat and dislocations over time "No comment" [--]. Wafer Bow: What is the extent of wafer bow "No comment" [--]. Can you provide key specs such as power linewidth IL and PDL "Power is always"
X Link 2026-01-22T07:12Z [----] followers, 10.9K engagements
"Elon Musk is a surprise addition to the Davos schedule https://www.businessinsider.com/elon-musk-speaking-davos-wef-larry-fink-panel-2026-1 https://www.businessinsider.com/elon-musk-speaking-davos-wef-larry-fink-panel-2026-1 https://www.businessinsider.com/elon-musk-speaking-davos-wef-larry-fink-panel-2026-1 https://www.businessinsider.com/elon-musk-speaking-davos-wef-larry-fink-panel-2026-1"
X Link 2026-01-22T10:12Z [----] followers, [----] engagements
"InP $ALMU $POET ALMU POET Celestial Marvell $POET has crashed 17% after a direct offering of $150m in shares at $7.25. Theyre now sitting on a $420-$450m war chest with a $1.02B MC factoring in 20.6M new shares. IMO this is a decent opportunity as the institutional offering price was $7.25. Poets optical interposers https://t.co/JsECweQm53 $POET has crashed 17% after a direct offering of $150m in shares at $7.25. Theyre now sitting on a $420-$450m war chest with a $1.02B MC factoring in 20.6M new shares. IMO this is a decent opportunity as the institutional offering price was"
X Link 2026-01-22T23:32Z [----] followers, [----] engagements
"I can recall that I really enjoyed your post on the InP shortage. (thanks to @jukan05) To address that issue it seems like they would need technologies like interposers or solutions like Aeluma. If the 'moonshot' fails (the bust scenario) do you see any other valid alternatives (just curious). https://x.com/aleabitoreddit/status/2007202015940931878 https://x.com/aleabitoreddit/status/2007202015940931878 The InP substrate shortage and "Spread" Arbitrage - $AXTI Market research is showing InP and optical components to become analogous to the HBM shortage and price craze. The initial bottleneck"
X Link 2026-01-23T00:29Z [----] followers, [----] engagements
"@elonmusk @Tesla I spent [--] mins just trying to get into a parking tower yesterday for a quick cafe run to do some productive work and engage on X. This parking maze is a total time sink. Actually Smart Summon (ASS) is great but my [----] Model Y (HW4) is more than ready for Banish I believe we need that "drop-off and go" magic ASAP. Parking shouldn't be a part-time job. :) https://twitter.com/i/web/status/2015466755171467733 https://twitter.com/i/web/status/2015466755171467733"
X Link 2026-01-25T16:48Z [----] followers, [---] engagements
"Beyond HBM: Why HBF and Optics are the Future of AI Inference Training was all about HBM. But as we pivot to the Inference Era the bottleneck has shifted. Its no longer just about storage. Its about the Interconnect. In my latest article I deep dive into the "Missing Link" of AI infrastructure: High Bandwidth Flash (HBF) and its inevitable marriage with Optical Interconnects. On October 30th of last year I shared an initial perspective that was largely uncharted territory inspired by Prof. Jung-ho Kims (KAIST) architectural insights. My analysis on how the rise of HBF would act as a massive"
X Link 2026-01-26T16:27Z [----] followers, [----] engagements
"For the HBF concept both $SNDK and Kioxia look attractive. (Samsung and SK Hynix as well definitely) Anyone interested in the HBF concept and the potential role of optics and photonics please take a look at my latest article. https://x.com/i/status/2015821922865692697 TLDR of my top foreign stocks: [--]. Nitto Boseki - T-Glass (Japan) [--]. Unimicron - Substrates/Glass Core (Taiwan) [--]. Samsung/SK Hynix - HBM (Korea) [--]. Kioxia - NAND w/ $SNDK (Japan) [--]. Nanya Technologies - Memory (Taiwan) US supply chains like $INTC (foundry) $MU https://t.co/Cx0jaufNNd https://x.com/i/status/2015821922865692697"
X Link 2026-01-26T18:23Z [----] followers, [----] engagements
"@acoscap18259 amazing news I think LM would be one of the biggest candidate for the next round IPO sooner"
X Link 2026-01-27T20:08Z [----] followers, [--] engagements
"Massive IPO in [----]. It's taking shape. "SpaceX lines up four Wall Street banks for mega [----] IPO source says" "Jan [--] (Reuters) - Elon Musk's space startup SpaceX is lining up four Wall Street banks for leading roles on a potential initial public offering that could rank among the largest market debuts ever according to a person familiar with the matter. Bank of America(BAC.N) opens new tab Goldman Sachs(GS.N) opens new tab JPMorgan Chase(JPM.N) opens new taband Morgan Stanley(MS.N) opens new tabare being considered for senior roles leading the IPO the person said cautioning that the"
X Link 2026-01-23T19:20Z [----] followers, [----] engagements
"I am aware of both Infineon and Infleqtion. However I don't think quantum-related market breakout in the near/mid term specifically through [----]. So I'd like to focus on both SiPh and quantum markets at the same time while maintaning a strategic position in the long-term quantum roadmap. (also I am a bit in neutral atom approach as well) Great to hear them from you though. https://twitter.com/i/web/status/2015207886587302345 https://twitter.com/i/web/status/2015207886587302345"
X Link 2026-01-24T23:39Z [----] followers, [--] engagements
"I think this is a well-written and structured article for understanding the semiconductor fabrication flow. It is worth noting that photonic wafers undergo nearly identical processes and the technical terminology remains largely the same. From FAB to PACKAGING and TEST the foundational steps used for electronic ICs are directly applicable to photonic integrated circuits (PICs). Semiconductor test . flow . ( ) . : https://x.com/damnang2/status/2014994867546702028 https://t.co/EdqTt0ZdGW https://x.com/damnang2/status/2014994867546702028 https://t.co/EdqTt0ZdGW"
X Link 2026-01-24T23:55Z [----] followers, [----] engagements
"Beyond "Pick-and-Place": The Molecular Fusion Behind POETs Zero-Gap Technology (An Engineering Inference) While $POET Technologies often describes its process using accessible terms like "pick-and-place" "interposer" and "passive alignment" those who have never grappled with the realities of optical alignment and fabrication might take these descriptions too literally. From an engineering perspective these terms mask a monumental level of technical complexity. The Optical Engineering Reality Unlike electronic chips where a simple electrical connection through solder or bumps suffices optical"
X Link 2026-01-27T07:46Z [----] followers, [----] engagements
"What a great new I think. Additionally by acquiring a hollow-core fiber specialist Microsoft is pushing the limits of low-latency connectivity to optimize AI performance. This signals a massive bull run for the optics sector. The demand is undeniable and many undervalued gems remain in the market. https://twitter.com/i/web/status/2016233473510670850 https://twitter.com/i/web/status/2016233473510670850"
X Link 2026-01-27T19:34Z [----] followers, [---] engagements
"@Kalshi any reference handy"
X Link 2026-01-27T20:58Z [----] followers, [---] engagements
"@johhnyWalkerAZ The optical sector including POET is showing incredible strength across the board. It appears the strategic partnership between Meta and Corning is acting as a major catalyst for this rally"
X Link 2026-01-27T21:01Z [----] followers, [---] engagements
"@aleabitoreddit To be honest I haven't done a deep dive into $NBIS yet but I'm quite bullish on the Edutech field. My wife is actually pursuing a PhD in AI-driven edutech so I get a lot of exposure to how massive this market really is. Thanks for the detailed insights with me :)"
X Link 2026-01-28T04:23Z [----] followers, [---] engagements
"@jukan05 Important news related to SK Hynix https://news.nate.com/view/20260128n33393 https://news.nate.com/view/20260128n33393"
X Link 2026-01-28T09:14Z [----] followers, [----] engagements
"@rwang07 The next-generation memory architecture HBF led by $SNDK and SK Hynix is worth paying attention to. Silicon photonics a technology that addresses bottlenecks is also involved. Article related to SNDK's HBF: https://x.com/i/status/2015821922865692697 https://t.co/DN4T5uVhPe https://x.com/i/status/2015821922865692697 https://t.co/DN4T5uVhPe"
X Link 2026-01-29T01:06Z [----] followers, [----] engagements
"@rwang07 appreciate it Ray for your comment. agreed"
X Link 2026-01-29T01:10Z [----] followers, [---] engagements
"For AI inference and KV cache workloads SanDisk $SNDK SK Hynix and other memory key players (Samsung Kioxia) have jumped into HBF R&D. Ive published an article on this. Highly recommend giving it a read. It also covers optics/photonics which are becoming essential infrastructure for HBFswitch networks. KV SNDK SK Hynix (Samsung Kioxia) HBF . . HBF-Switch network . KOR: ENG: https://x.com/i/status/2015821922865692697 https://x.com/i/status/2015663035004911787 1) SK Hynix on NAND and SSD. $SNDK "NAND today is changing completely. Not only a data store but becoming a storage solution that"
X Link 2026-01-29T01:19Z [----] followers, [----] engagements
"@crux_capital_ @VASTCNC Based on what I've seen I think IonQ has concluded that it's difficult to succeed purely with quantum computing alone so they're pretending to be a full-stack company while secretly developing other plans"
X Link 2026-01-29T07:23Z [----] followers, [---] engagements
"@aleabitoreddit I don't think I am aware of AlSiC but it seems pretty awsome. Thank you for sharing your new position"
X Link 2026-01-29T17:35Z [----] followers, [----] engagements
"@aleabitoreddit 👍👍👍 I will also do deep dive into it"
X Link 2026-01-29T18:19Z [----] followers, [---] engagements
"Hope you kindly find it well. The next-generation memory architecture HBF led by $SNDK and SK Hynix is worth paying attention to. Silicon photonics a technology that addresses bottlenecks is also involved. Article related to SNDK's HBF: Please enjoy it https://x.com/i/status/2015821922865692697 https://x.com/i/status/2015821922865692697 https://t.co/DN4T5uVhPe https://x.com/i/status/2015821922865692697 https://x.com/i/status/2015821922865692697 https://t.co/DN4T5uVhPe"
X Link 2026-01-29T22:30Z [----] followers, [----] engagements
"https://www.reuters.com/business/apple-acquires-audio-ai-startup-qai-2026-01-29/ https://www.reuters.com/business/apple-acquires-audio-ai-startup-qai-2026-01-29/"
X Link 2026-01-29T23:24Z [----] followers, [----] engagements
"@quantum_otter @humphilomath @RYANHINGSHING @crux_capital_ @BSkypia59338 @celesthian 🤩🤩🤩"
X Link 2026-01-30T01:44Z [----] followers, [---] engagements
"@semivision_tw That's right. Up until now they've been focused on minimizing losses but lately it is more important to scale up. Awesome images"
X Link 2026-01-30T09:28Z [----] followers, [---] engagements
"PIC @semivision_tw Substack "Lightmatter Taiwan Tech Day in [--] Minutes: A Photonic Leap into the Future of AI" AI (Optical Interconnect) . (ENG) PIC community members may find it useful to read Semivisions Substack post Lightmatter Taiwan Tech Day in [--] Minutes: A Photonic Leap into the Future of AI. It provides a clear perspective on the growing importance of AI infrastructure and optical interconnect technologies. ------------------------------------------------------ "Lightmatters Taiwan Tech Day [----] held in Hsinchu on January 27/28 [----] concluded successfully offering analysts and"
X Link 2026-01-30T17:32Z [----] followers, [----] engagements
"@crux_capital_ @daily_resting @theodore_invest awesome @crux_capital_ Thank you for your nice introduction :)"
X Link 2026-01-31T07:43Z [----] followers, [---] engagements
"If youre really interested in photonics following this account will be very helpful. Ive been in touch with this person since we both had only 23K followers and Gaetano have been posting consistently without pause. @crux_capital_ posts a ton every day about photonics and tech stocks including $POET. . 2-3 . $POET :) There are lots of international accounts that follow $POET very closely @daily_resting is one of them and he posts really great insight (seen here) There is also @PhotonCap and @theodore_invest and many others If you follow poet I strongly recommend checking these"
X Link 2026-01-31T07:47Z [----] followers, [----] engagements
"Note: English version is provided first followed by the Korean version. ( .) English Version Introduction The field of quantum computing is http://x.com/i/article/1977381377982291968 http://x.com/i/article/1977381377982291968"
X Link 2025-10-13T03:59Z 10.3K followers, 65.4K engagements
"8 Celestial AI . http://x.com/i/article/1978685770660728832 http://x.com/i/article/1978685770660728832"
X Link 2025-10-16T07:50Z 10.2K followers, 46.8K engagements
"9 Aeluma Inc. ($ALMU) . Aeluma POET Technologies ($POET) Optical Interposer http://x.com/i/article/1979934085679304704 http://x.com/i/article/1979934085679304704"
X Link 2025-10-19T16:08Z 10.3K followers, 111.3K engagements
"$POET 30-minute chart. It' been holding around the blue triangle-convergence support line I drew earlier and is now making a strong move upward. Will have to see how it closes today but for a small-cap the trend looks solid in these days. I added a sizable position at $7.10 and I think that blue support line is worth keeping in mind. . . $7.10 . $POET . POET . https://t.co/FGtSkjI79F $POET . POET . https://t.co/FGtSkjI79F"
X Link 2025-10-20T16:32Z 10.2K followers, 41.4K engagements
". AI model 99% / (). I earned my PhD in engineering in South Korea specializing in optics fiber optics and silicon photonics. A decade ago during my MS and PhD studies even graduating felt uncertain job prospects were unclear and publishing impactful papers was a real challenge. In the end I completed my doctorate and now Im in the United States working as an engineer at a photonics-related company (just around the corner from Teslas former HQ in Palo Alto CA). Thats why it feels especially meaningful and exciting to hear such encouraging words from the engineering giant himself @elonmusk."
X Link 2025-10-21T05:23Z 10.2K followers, 13K engagements
"(10 [--] ) Nature [---] Google Quantum AI . http://x.com/i/article/1981271769161084928 http://x.com/i/article/1981271769161084928"
X Link 2025-10-23T09:34Z 10.2K followers, 46.1K engagements
"$POET is exploding today up well over 15% for the first [--] hours Been patiently stacking shares in the low $7s and its paying off big. On a strong market Friday its crushing the rest of my portfolio. What a way to wrap up the week 🚀 POET [--] . $POET 30-minute chart. It' been holding around the blue triangle-convergence support line I drew earlier and is now making a strong move upward. Will have to see how it closes today but for a small-cap the trend looks solid in these days. I added a sizable position at $7.10 https://t.co/igiTAGuAof $POET 30-minute chart. It' been holding around the"
X Link 2025-10-24T16:35Z 10.2K followers, 18.7K engagements
"(10/17) UC Berkeley Liner KGSA KSEA Berkeley Researcher Happy Hour . http://x.com/i/article/1982217270383497216 http://x.com/i/article/1982217270383497216"
X Link 2025-10-25T23:15Z 10.2K followers, 96.1K engagements
"$TSLA What an incredible update. FSD v14 is just landed on my TESLA. Cant wait to unleash Mad Max mode. This is gonna be wild. 😎🔥 FSD [--] . 🤗 Mad Max 🤙"
X Link 2025-10-27T19:02Z 10.2K followers, 18.1K engagements
"$POET $POET is exploding today up well over 15% for the first [--] hours Been patiently stacking shares in the low $7s and its paying off big. On a strong market Friday its crushing the rest of my portfolio. What a way to wrap up the week 🚀 POET [--] https://t.co/KpckEf82SN $POET is exploding today up well over 15% for the first [--] hours Been patiently stacking shares in the low $7s and its paying off big. On a strong market Friday its crushing the rest of my portfolio. What a way to wrap up the week 🚀 POET [--] https://t.co/KpckEf82SN"
X Link 2025-10-27T21:16Z 10.2K followers, 29.3K engagements
"South Korea just became the third pillar of the global AI compute race. (The first two are far ahead but this is truly great news.) From chips (Samsung SK) to cars (Hyundai) cloud (Naver) and strong state support (The current administration is well aligned with this direction.) Its one of the few nations capable of utilizing 260K Blackwells end-to-end. Here is how these [------] Blackwells will be divvied up: - Korean government: [-----] - Samsung: [-----] - SK: [-----] - Hyundai: [-----] - Naver Cloud: [-----] Other than the US and China South Korea has arguably one of the most full-stack digital cloud"
X Link 2025-11-01T19:22Z 10.2K followers, 26.4K engagements
"GlobalFoundries $GFS [--]. [--] X http://x.com/i/article/1985108718879735809 http://x.com/i/article/1985108718879735809"
X Link 2025-11-02T23:28Z 10.3K followers, 14.6K engagements
"$LWLG 🚀 Lightwave Logic (LWLG) stock surged following the announcement that its partnership with an unnamed Fortune Global [---] company has advanced to the third phase of its "design win" cycle. This progression moves the collaboration from simple design evaluation to a formal engineering program with the goal of developing and testing high-performance silicon photonics integrated circuits (PICs) for hyperscale data centers and AI. commercial pipeline . . https://www.stocktitan.net/news/LWLG/lightwave-logic-inc-provides-update-on-commercial-u9muf9qon1qe.html $LWLG . . : ( ) (Fab)"
X Link 2025-11-04T15:45Z 10.2K followers, 27.4K engagements
"POET (Light ) $LWLG 🚀 Lightwave Logic (LWLG) stock surged following the announcement that its partnership with an unnamed Fortune Global [---] company has advanced to the third phase of its "design win" cycle. This progression moves the collaboration from simple design evaluation to a formal https://t.co/ikMdP9wuwP $LWLG 🚀 Lightwave Logic (LWLG) stock surged following the announcement that its partnership with an unnamed Fortune Global [---] company has advanced to the third phase of its "design win" cycle. This progression moves the collaboration from simple design evaluation to a formal"
X Link 2025-11-04T15:49Z 10.2K followers, [----] engagements
"(⚠ .) [--]. Nature Photonics . [----] http://x.com/i/article/1985990154520297472 http://x.com/i/article/1985990154520297472"
X Link 2025-11-05T09:23Z 10.2K followers, 31.1K engagements
"10 [--] (AI) . (https://x.com/PhotonCap/status/1979456859032686932t=iHeR8w-N8G6Orqc4e5VLlA&s=19) http://x.com/i/article/1987428249656569856 http://x.com/i/article/1987428249656569856"
X Link 2025-11-09T08:49Z 10.2K followers, 115.5K engagements
"What a good news for those who have $POET in their port $POET Morgan Stanley +300% increase in its stake. https://t.co/rTcg6ERFqw $POET Morgan Stanley +300% increase in its stake. https://t.co/rTcg6ERFqw"
X Link 2025-11-15T10:43Z 10.2K followers, 10K engagements
"Let's set the record straight on the $POET institutional data. The +307.98% increase in Morgan Stanleys position is based on the Nasdaq institutional holdings update which aggregates and processes 13F filings. It isnt the raw SEC 13F form but it is the most up-to-date data feed reflecting Q3 positions reported through Nasdaqs provider. Even with that clarification the key point remains the same. This is not random accumulation. Morgan Stanley has teams of engineers scientists and quants who evaluate next-generation silicon photonics semiconductor technologies and connectivity architectures"
X Link 2025-11-15T17:35Z 10.2K followers, [----] engagements
"GUC Ayar Labs: TSMC $TSM 100Tbps CPO [--] Ayar Labs GUC (TSM ASIC / TPE: 3443) . [--]. GUC Ayar Labs (a) -GUC(Global Unichip Corp.) Ayar Labs AIHPC Co-Packaged Optics(CPO) . -: (Optical I/O) XPU . (b) -Ayar Labs TeraPHY MCP(Multi-Chip Package) . - [---] Tbps+ ( 10+). -UCIe-S/UCIe-A I/OAI . -//(SI/PI) . [--]. : CPO (a) I/O AI SerDes I/O : CPO(Co-Packaged Optics) (b) AI -Google / Meta / Microsoft / OpenAI . -CPO . (c) GUC Ayar Labs CPO . [--]. GUC (a) -TSMC 35% (ASIC + Advanced Packaging) -TSMC / . (b) - AIHPC GUC TSMC -CoWoS InFO LSI UCIe MCP . (c) GUC"
X Link 2025-11-20T06:50Z 10.6K followers, [----] engagements
"Strategic Outlook: Quantum and Silicon Photonics Infrastructure (2026) Based on the National Quantum Initiative Reauthorization Act the FY26 Appropriations (H.R. 7148/7147) and DARPAs PICASSO program I anticipate a structural surge in demand for Quantum and Silicon Photonics. My primary focus is on $FORM and $AEHR as they provide indispensable testing and measurement solutions for HBM3E/4 high-voltage applications and silicon photonics. $FORM (FormFactor): A dominant player in optical wafer measurement and the leader in probe cards for high-bandwidth memory (HBM3E/4). They are the"
X Link 2026-01-24T20:17Z [----] followers, [----] engagements
"$IONQ $SKYT IonQ to Acquire SkyWater Technology Creating the Only Vertically Integrated Full-Stack Quantum Platform Company https://www.ionq.com/news/ionq-to-acquire-skywater-technology-creating-the-only-vertically-integrated-full-stack-quantum-platform-company https://www.ionq.com/news/ionq-to-acquire-skywater-technology-creating-the-only-vertically-integrated-full-stack-quantum-platform-company"
X Link 2026-01-26T18:10Z 10.6K followers, [----] engagements
"Photonics West [----] $POET QCi $QUBT POET . [----] . 😭 TFLN . QCi foundry: POETxQCi 3.2Tbps engine: https://www.photonics.com/Articles/POET-Technologies-QCi-Partner-to-Co-Develop/p4/a71648 https://quantumcomputinginc.com/foundry https://www.photonics.com/Articles/POET-Technologies-QCi-Partner-to-Co-Develop/p4/a71648 https://quantumcomputinginc.com/foundry"
X Link 2026-01-27T00:28Z 10.6K followers, [----] engagements
"CRWV and other Neocloud stocks have solid concepts and are clearly essential but Im hesitant to bet on a single stock. My concern is the displacement risk. I feel like these players could be replaced at any time (though I could be wrong). From an asymmetric risk-reward perspective I dont find it particularly compelling right now. That said Ive occasionally played short-term trading games with CRWV NBIS IREN to capitalize on their volatility technically. But from an asymmetric risk-reward perspective for a core holding I dont find them particularly compelling."
X Link 2026-01-28T04:15Z [----] followers, [----] engagements
"I recently came across Neurophos a company claiming to reduce the size of optical tensor cores by a factor of [-----] using metasurfaces. Given that major players like M12 (Microsoft Venture Fund) Aramco and Bosch participated in their Series A it implies that technical due diligence has effectively been conducted. However I have a few technical observations and questions: #1. Scaling Factor: I tried to identify exactly what was scaled down by 1/10000. While not explicitly detailed in public sources I strongly suspect this refers to the modulator footprint. #2. Loss Mechanisms (MIM/Plasmons):"
X Link 2026-01-29T21:35Z 10.3K followers, 11.3K engagements
"@aleabitoreddit Photonics by definition requires light. To generate that light IIIV compound semiconductors are necessary and InP substrates are essential for their fabrication/growth"
X Link 2026-01-30T17:41Z [----] followers, [----] engagements
"@aleabitoreddit Thanks for sharing your insight. I guess it is time for a mild pullback for the memory sector"
X Link 2026-02-02T06:02Z [----] followers, [----] engagements
"Is cutting-edge process technology the only answer to semiconductor investment In the world of Silicon Photonics this formula isn't always true. Without EUV equipment costing hundreds of billions of won it is possible to produce world-class optical semiconductors for telecommunications in "old factories" from [--] years ago that have already finished depreciation. In this second session we look at how Silicon Photonics creates overwhelming Capital Efficiency on the "shoulders of giants"the CMOS semiconductor industry that humanity has built for over [--] years. Core Summary [--]. Conductors (Metal)"
X Link 2026-02-02T15:28Z [----] followers, [----] engagements
"@aleabitoreddit @KawzInvests oh. that's amazing"
X Link 2026-02-03T00:11Z [----] followers, [---] engagements
"$FORM .🥺 after market +2.85% $SNDK 👍👍👍 https://t.co/6uL4tAOtaM after market +2.85% $SNDK 👍👍👍 https://t.co/6uL4tAOtaM"
X Link 2026-02-04T17:25Z 10.6K followers, [----] engagements
"$FORM (+14.01%) [--]. [----] Q4 ( vs ) - : $215.2M ( $210.4M ) YoY( ) 13.6% . - (Non-GAAP EPS): $0.46 ( $0.35 ) 30% . - (Gross Margin): 43.9% ( 43.5% ) - (Non)-HBM DRAM(DDR5 ) . [--]. [----] Q1 () - : $225M ($5M) ($210M$215M) . - EPS : $0.45 ($0.04) ($0.30 ) . [--]. - DRAM : HBM DDR5 - SiPh/CPO : (Keystone Photonics) [--] - : 540bp [----] https://investors.formfactor.com/news-releases/news-release-details/formfactor-inc-reports-2025-fourth-quarter-results $FORM After-market +4.41% "FormFactor (NASDAQ:FORM) Given New $100.00 Price Target at Cantor Fitzgerald" Teradyne "
X Link 2026-02-04T22:08Z 10.6K followers, [----] engagements
"$FORM 🚀🚀🚀 $FORM (+14.01%) [--]. [----] Q4 ( vs ) - : $215.2M ( $210.4M ) YoY( ) 13.6% . - (Non-GAAP EPS): $0.46 ( $0.35 ) https://t.co/n7UBezg9T4 $FORM (+14.01%) [--]. [----] Q4 ( vs ) - : $215.2M ( $210.4M ) YoY( ) 13.6% . - (Non-GAAP EPS): $0.46 ( $0.35 ) https://t.co/n7UBezg9T4"
X Link 2026-02-05T16:02Z 10.6K followers, [----] engagements
"@BUZZ__tiab $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://x.com/PhotonCap/status/2019468647136203068 The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI https://x.com/PhotonCap/status/2019468647136203068 The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI"
X Link 2026-02-05T17:52Z 10.6K followers, [---] engagements
"For those interested in $FORM Must read it. This posting was written by a CPO engineer in Korea. . [--] . @PhotonCap https://t.co/imycFZn16o . [--] . @PhotonCap https://t.co/imycFZn16o"
X Link 2026-02-05T18:41Z 10.6K followers, [----] engagements
"SK hynix HBF . ( rigor ) . "LLM 1000(10M) HBM . SK HBM (HBF) H . [----] [----] . SRAM LHB(Latency Hiding Buffer) ." https://t.co/pJby6d6wyK https://t.co/pJby6d6wyK"
X Link 2026-02-06T08:46Z 10.6K followers, [----] engagements
"$FORM +9.30% $TSEM +6.11% $LITE +3.45% $GLW +2.77% $GFS +2.77% $POET +7.63% (😆) The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲) https://t.co/S2yLEqbciI"
X Link 2026-02-06T16:02Z 10.6K followers, [----] engagements
"@theodore_invest $FORM [--] "
X Link 2026-02-06T16:22Z 10.6K followers, [---] engagements
"Youre absolutely right. Since its based on simulations theres always a gap between theory and actual silicon performance and the evaluation could indeed be skewed. However the fact that major players are converging on this path is hard to ignore. Were seeing SK hynix publishing this H paper Samsung announcing plans for CMM-H and Sandisk hinting at similar tiered architectures. (even Micron as well) Given the 'Memory Wall' in the 10M sequence era this hybrid approach leveraging NAND/or stacked NAND for capacity while hiding latency with SRAM feels less like an experimental choice and more like"
X Link 2026-02-06T16:31Z 10.2K followers, [---] engagements
""Jensen Huang recently sat down with Joe Rogan for a wide-ranging two-hour conversation about computing AI and the future of technology (JRE episode #2422 Dec [--] 2025). Jensen is one of the clearest thinkers in tech and he has a gift for making complex ideas accessible. As someone working in quantum computing I found myself taking notes throughout. Much of what Jensen said resonated. Some of it prompted me to think about where quantum computing fits into this picture. [--]. The Platform That Made AI Possible One of Jensen's most compelling explanations in the podcast was about CUDA; Not as a"
X Link 2026-02-07T18:50Z 10.4K followers, [---] engagements
"Regarding the three major memory manufacturers (SK hynix/Micron/Samsung) this is a worthwhile article to read given the current heated situation in the memory market. I highly recommend it. https://t.co/JMabtwZ4PT https://t.co/JMabtwZ4PT"
X Link 2026-02-08T00:43Z 10.4K followers, [----] engagements
"Most sectors are getting hammered but memory(hdd as well) is holding up and pushing higher. still holding $SNDK $WDF $MU"
X Link 2026-02-12T18:08Z 10.9K followers, [----] engagements
"ETRI GF(GlobalFoundries) . GF CMOS PsiQuantum . GFS . https://t.co/rZdCDK2sJS : . . . $GFS $AMAT https://t.co/rZdCDK2sJS : . . . $GFS $AMAT"
X Link 2025-09-28T21:54Z 10.7K followers, [----] engagements
"Applied Materials GlobalFoundries AI ( IR) https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-and-globalfoundries-partner-accelerate-ai https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-and-globalfoundries-partner-accelerate-ai"
X Link 2025-09-28T21:57Z 10.7K followers, [---] engagements
""Kpop Demon Hunters is a top Halloween Costume" . / (9 [--] ) $WEBT ( ) . https://www.msn.com/en-us/news/world/kpop-demon-hunters-is-a-top-halloween-costume-and-asian-kids-are-loving-the-representation/ar-AA1OjwHmocid=entnewsntp&pc=LCTS&cvid=68f13fad08904f8c8743784477046ac7&ei=24 https://www.msn.com/en-us/news/world/kpop-demon-hunters-is-a-top-halloween-costume-and-asian-kids-are-loving-the-representation/ar-AA1OjwHmocid=entnewsntp&pc=LCTS&cvid=68f13fad08904f8c8743784477046ac7&ei=24"
X Link 2025-10-17T18:24Z 10.7K followers, [----] engagements
"$QCOM $GLW Zacks . $QCOM $GLW . . ( "key technology firms in the smartphone and communications value chain." ) . [--] [--] (2 LTE A [--] ) . (QCOM) (GLW) . [--] . (Red: GLW Green: IXIC Purple: QCOM). +2.06% ( ) +83.07% . IXIC +25.53% . Zacks . -GLW AI . QCOM . -QCOM AI Tech-Materials GLW . - GLW . . -QCOM ( ) -GLW AI ( X ). GLW QCOM On-device AI Edge AI AI PC 5G+ AI . QCOM . S24 AI ( ) [--] Gen [--] NPU . QCOM @Semicon_player . https://x.com/Semicon_player/status/1973380941516251646"
X Link 2025-10-24T02:42Z 10.6K followers, 12.5K engagements
"Silicon Photonics/CPO MediaTek I believe MediaTek is making a major shift in its Photonics/CPO strategy. They have been directly hiring silicon photonics and CPO architecture engineers signaling a move beyond partnerships with Ranovus and Foxconn toward internalizing core photonics technologies such as optical I/O and co-packaged optics. CPO . . . http://2454.TW https://twitter.com/i/web/status/1985259268728398205 http://2454.TW http://2454.TW https://twitter.com/i/web/status/1985259268728398205 http://2454.TW"
X Link 2025-11-03T08:14Z 10.6K followers, [----] engagements
"$GFS x $NVTS GlobalFoundries(GF) Navitas Semiconductor(NVTS) (GaN) . #GaN # #AI # https://gf.com/gf-press-release/globalfoundries-and-navitas-semiconductor-partner-to-accelerate-u-s-gan-technology-and-manufacturing-for-ai-datacenters-and-critical-power-applications/ https://gf.com/gf-press-release/globalfoundries-and-navitas-semiconductor-partner-to-accelerate-u-s-gan-technology-and-manufacturing-for-ai-datacenters-and-critical-power-applications/"
X Link 2025-11-20T15:51Z 10.9K followers, 10.8K engagements
"$ALAB [--] optical interface aiXscale Photonics . Astera Labs(ALAB) 'NVLink Fusion ' . [--] [--] Heterogeneous AI NVIDIA TB/s (multiple terabytes per second of low-latency data throughput) . COSMOS (Photonic Chiplet) . Astera Labs (Rack-scale) AI 'Total Solution' . Astera Labs Coherent $COHR Lumentum $LITE . (.) COHR: AI 800G/1.6T . LITE: (EML VCSEL) (ELS) . https://www.asteralabs.com/news/astera-labs-expands-connectivity-portfolio-with-custom-solutions/ https://x.com/PhotonCap/status/1984861513694474244 $ALAB interface (fiber-to-chip coupling) ALAB ( ) "
X Link 2025-12-09T11:47Z 10.9K followers, [----] engagements
"GFS AMF TSEM (Tower Semiconductor) :) https://x.com/PhotonCap/status/1995966551770697925 @PhotonCap $TSEM $GFS . $GFS Advanced micro foundry . https://x.com/PhotonCap/status/1995966551770697925 @PhotonCap $TSEM $GFS . $GFS Advanced micro foundry "
X Link 2026-01-06T06:11Z 10.9K followers, [----] engagements
"(1/19) PIC Summit USA [----] GlobalFoundries(GFS) . Lightmatter NVIDIA Broadcom Celestial AI (POET) . AIDC PIC scalable interconnects CPO PIC packaging . https://www.picsummitusa.com/ https://www.picsummitusa.com/"
X Link 2026-01-14T03:09Z 10.9K followers, 348.8K engagements
"Corning $GLW . AIDC . $GFS GLW . Corning crucial. https://x.com/i/status/1990322204031213924 Physical AI . . $GLW $NVTS https://x.com/i/status/1990322204031213924 Physical AI . . $GLW $NVTS"
X Link 2026-01-15T22:20Z 10.9K followers, 15.4K engagements
"$MRVL $POET $MRVL $POET BOOM Check the transaction details. 20260573: David Lazovsky (Celestial CEO) Marvell Technology Status: GRANTED (Early Termination) The acquisition is happening. Regulatory green light is ON. Celestial's Photonic Fabric is powered by POET. Do the math. https://t.co/xTpt5bKsyw $MRVL $POET BOOM Check the transaction details. 20260573: David Lazovsky (Celestial CEO) Marvell Technology Status: GRANTED (Early Termination) The acquisition is happening. Regulatory green light is ON. Celestial's Photonic Fabric is powered by POET. Do the math. https://t.co/xTpt5bKsyw"
X Link 2026-01-22T22:15Z 10.6K followers, [----] engagements
"@aleabitoreddit From a photonic and SiPh perspective glass substrates are a promising trend and I am personally very interested in them"
X Link 2026-01-23T16:34Z 10.8K followers, [----] engagements
". ( .) $POET $MRVL Celestial AI . " '(Si)' Celestial AI 'GeSi' AI [--] . ( . ) [--]. Indirect Absorption (): " " (Si). : () . (L-valley) . : . '(Phonon )' . : " ." . . ( ) [--]. Direct Absorption (III-V ): " " (InP GaAs). : (-valley) . : (Vertical Boost). : . . (POET III-V optical interposer .) [--]. GeSi EAM (Celestial AI/Marvell): " (Shortcut) " GeSi. ''. : (Ge) [--] (Indirect) . (Strain & Alloying): Celestial AI . ' (-valley Shortcut)' . : (L-valley) . - ( ). reference . https://t.co/Es7CZxej3z"
X Link 2026-01-27T06:31Z 10.6K followers, [----] engagements
"@aleabitoreddit Keep an eye on $VICR. Most people see them as just a power module play but they actually sit at the intersection of thermal material composites and 2000W+ Rubin deployments"
X Link 2026-01-27T20:53Z 10.8K followers, [----] engagements
"$VICR [----] 70% (@10sec_genius @theodore_invest . 11/11 1/13 . TSEM ) XPU XPU . ( ) . I2 * R (**) . (=) CPO . https://x.com/PhotonCap/status/1988253321313087588 @PhotonCap $VICR . GPU (die) [----] . https://x.com/PhotonCap/status/1988253321313087588 @PhotonCap $VICR . GPU (die) [----] "
X Link 2026-01-27T22:13Z 10.7K followers, [----] engagements
". $FORM . "12 wafer [--] shot [--] shot [--] chip chip test wafer [---] .😁 wafer test wafer . . [---] . ." [--] 100% . . . PI positioner FORM . FORM PI . https://x.com/PhotonCap/status/2015233997090201777 PIC . . PIC Wafer [--] . [--]. https://t.co/rqtNIM0nxd https://x.com/PhotonCap/status/2015233997090201777 PIC . . PIC Wafer [--] . [--]. https://t.co/rqtNIM0nxd"
X Link 2026-01-27T23:05Z 10.6K followers, [----] engagements
"$MRVL 6.4Tb/s 3D SiPho CPO [--] x 200Gb/s - AI Co-Packaged Optics (CPO) Architecture: In January [----] Marvell announced its CPO architecture which places the 3D SiPho optical engine alongside customers AI accelerators (XPUs) HBM chips and other components on the same substrate. By integrating optics directly within the https://t.co/jnMezpiBTx Co-Packaged Optics (CPO) Architecture: In January [----] Marvell announced its CPO architecture which places the 3D SiPho optical engine alongside customers AI accelerators (XPUs) HBM chips and other components on the same substrate. By integrating"
X Link 2026-01-28T22:44Z 10.6K followers, [----] engagements
"$SNDK SanDisk stock price target raised to $1000 by Bernstein on strong earnings (SNDK) [----] . - Bernstein SocGen Group has raised its price target on SanDisk (NASDAQ:SNDK) to $1000.00 from $580.00 while maintaining an Outperform rating. The significant price target increase follows SanDisks second-quarter results that exceeded expectations with revenue up 31% to $3.0 billion compared to consensus estimates of $2.67 billion. The company reported non-GAAP earnings per share of $6.20 substantially above the consensus of $3.49. SanDisks third-quarter guidance emerged as the primary catalyst"
X Link 2026-01-30T17:12Z 10.9K followers, [----] engagements
"http://x.com/i/article/2017823805625012228 http://x.com/i/article/2017823805625012228"
X Link 2026-02-01T07:12Z 10.9K followers, 28.8K engagements
"If I have seen further it is by standing on the shoulders of giants Hello this is PhotonCap. If Lecture [--] explored "Why" Silicon Photonics is necessary todays story is about "How" to make it and http://x.com/i/article/2017983535811108864 http://x.com/i/article/2017983535811108864"
X Link 2026-02-01T16:09Z 10.7K followers, 53K engagements
"In my port $SNDK +200.54% $WDC +115.26% $MU +119.05% total gain % 10"
X Link 2026-02-02T16:00Z 10.7K followers, 13.1K engagements
"$FORM After-market +4.41% "FormFactor (NASDAQ:FORM) Given New $100.00 Price Target at Cantor Fitzgerald" Teradyne https://www.marketbeat.com/instant-alerts/formfactor-nasdaqform-given-new-10000-price-target-at-cantor-fitzgerald-2026-02-02/ . $FORM . "12 wafer [--] shot [--] shot [--] chip chip test wafer [---] .😁 https://t.co/lBDrB9jpUG https://www.marketbeat.com/instant-alerts/formfactor-nasdaqform-given-new-10000-price-target-at-cantor-fitzgerald-2026-02-02/ . $FORM . "12 wafer [--] shot [--] shot [--] chip chip test wafer [---] .😁 https://t.co/lBDrB9jpUG"
X Link 2026-02-03T00:47Z 10.7K followers, [----] engagements
"@jukan05 ASML is the key player"
X Link 2026-02-04T00:39Z 10.7K followers, [----] engagements
"Hanwha Solutions Corp KRX: [------] 1/8 . 1/19 conviction . https://t.co/WU5gTUsTKQ https://t.co/WU5gTUsTKQ"
X Link 2026-02-04T04:53Z 10.7K followers, 11.5K engagements
"@aleabitoreddit Nice summary and insight. Google's CapEx expansion is expected to trigger similar moves by other hyperscalers making increased investment in $GLW and OCS-related infrastructure a natural corollary"
X Link 2026-02-04T23:06Z 10.9K followers, [----] engagements
"$GLW is everywhere @PhotonCap I found these OCS partners listed on $NVDA page. Problem I find as investor is estimating timeline of actual ramp up of OCS by big [--] $MST $NVDA $AMZN . Looks like [--] years at least before any P&L impact smaller partners https://t.co/jaT0PIoRhG @PhotonCap I found these OCS partners listed on $NVDA page. Problem I find as investor is estimating timeline of actual ramp up of OCS by big [--] $MST $NVDA $AMZN . Looks like [--] years at least before any P&L impact smaller partners https://t.co/jaT0PIoRhG"
X Link 2026-02-05T00:22Z 10.9K followers, 18.4K engagements
"AI design . . 100% [--]. prompt [--]. prompt AI knowledge [--]. AI /limit parameter ( ) AI . save . . " AI ' ' ."" . "AI Race Condition (Hallucination) . AI ' ' ." https://t.co/60XaH9UYQq https://t.co/60XaH9UYQq"
X Link 2026-02-05T05:08Z 10.7K followers, [----] engagements
"TI x Silicon Labs "Texas Instruments will acquire Silicon Labs for $231.00 per share in an all-cash transaction representing a total enterprise value of approximately $7.5 billion." https://investor.ti.com/news-releases/news-release-details/texas-instruments-acquire-silicon-labs Texas Instruments : We has announced an agreement to acquire Silicon Labs creating a leader in embedded wireless technology. I'm excited about what our teams will be able to accomplish together with our combined portfolio of embedded wireless connectivity products TI's https://t.co/yNK5uMzRYB"
X Link 2026-02-05T08:14Z 10.9K followers, [----] engagements
"The four optics/photonics-related stocks that have been mentioned frequently recently. $FORM +18.05% $TSEM +6.33% $LITE +4.86% $GLW +2.11% $GFS -0.78% $POET 3.21% (🥲)"
X Link 2026-02-05T17:50Z 10.7K followers, [----] engagements
". . . https://x.com/BSkypia59338/status/2016280454312427936 @PhotonCap optical https://x.com/BSkypia59338/status/2016280454312427936 @PhotonCap optical"
X Link 2026-02-06T00:26Z 10.9K followers, [----] engagements
"Capex . $LITE $GLW $AVGO $FORM $SNDK $POET / . . . . . "
X Link 2026-02-06T00:34Z 10.9K followers, 14.7K engagements
"$SNDK . LLM SaaS . LLM SaaS "
X Link 2026-02-06T03:09Z 10.8K followers, [----] engagements
"SK hynix Inc. Just In: "H3 : Hybrid Architecture using High Bandwidth Memory and High Bandwidth Flash for Cost-Efficient LLM Inference" (DOI: 10.1109/LCA.2026.3660969) Published in: IEEE Computer Architecture Letters ( Early Access ) "AbstractLarge language model (LLM) inference requires massive memory capacity to process long sequences posing a challenge due to the capacity limitations of high bandwidth memory (HBM). High bandwidth flash (HBF) is an emerging memory device based on NAND flash that offers HBMcomparable bandwidth with much larger capacity but suffers from disadvantages such as"
X Link 2026-02-06T05:45Z 10.7K followers, [----] engagements
"@gwontae51496115 . 2-3 [----] https://www.hanwha.co.kr/newsroom/media_center/news/news_view.doseq=13460 https://www.mt.co.kr/industry/2026/02/05/2026020515503796843 https://www.hanwha.co.kr/newsroom/media_center/news/news_view.doseq=13460 https://www.mt.co.kr/industry/2026/02/05/2026020515503796843"
X Link 2026-02-06T08:42Z 10.7K followers, [---] engagements
"$NVDA x $TSEM $TSEM x InnoLight InnoLight x $POET Its not induction but its a simple syllogism along the value chain. As a result $NVDA x $POET $POET NVIDIA-POET [--]. NVIDIA - Tower Semiconductor .(2026.02.05) [--]. AI 1.6T . [--]. Tower (SiPho) NVIDIA . https://t.co/TnxfA6FFDV $POET NVIDIA-POET [--]. NVIDIA - Tower Semiconductor .(2026.02.05) [--]. AI 1.6T . [--]. Tower (SiPho) NVIDIA . https://t.co/TnxfA6FFDV"
X Link 2026-02-06T09:44Z 10.9K followers, [----] engagements
"KOR https://x.com/PhotonCap/status/2019692432984862755 Summary As LLM sequence lengths surge to the [--] million (10M) token scale the shortage of HBM capacity has become a reality. To address this SK Hynix has proposed the http://x.com/i/article/2019799388403716096 http://x.com/i/article/2019799388403716096"
X Link 2026-02-06T15:51Z 10.7K followers, [----] engagements
"$FORM's CM300 tool is a kind of standard in photonics market FORM CM300 silicon photonics wafer-level testing market . https://www.formfactor.com/product/probe-systems/300-mm-systems/cm300xi-siph/ $FORM +9% [--]. . . https://t.co/A6eQdXWA10 https://www.formfactor.com/product/probe-systems/300-mm-systems/cm300xi-siph/ $FORM +9% [--]. . . https://t.co/A6eQdXWA10"
X Link 2026-02-06T16:15Z 10.6K followers, [----] engagements
"@aleabitoreddit Congrats"
X Link 2026-02-07T01:52Z 10.9K followers, [----] engagements
"@Xterbase . [--] "
X Link 2026-02-07T01:55Z 10.9K followers, [--] engagements
"Index 90-80 10-20 . beta . 10-20 / . $FORM $GLW $TSEM $GFS @PhotonCap @PhotonCap"
X Link 2026-02-07T02:03Z 10.9K followers, [----] engagements
"@Xterbase @theodore_invest DCA . 30"
X Link 2026-02-07T02:05Z 10.9K followers, [--] engagements
"Lightmatter . . $SNPS . PDK Ansys/Lumerical . $SNPS (.) . . Lightmatter Collaborates with Synopsys $SNPS Lightmatter a leader in photonic computing has announced a strategic collaboration with Synopsys to integrate advanced interface IP into its Passage 3D Co-Packaged Optics (CPO) platform. Lightmatter will incorporate Synopsys Lightmatter Collaborates with Synopsys $SNPS Lightmatter a leader in photonic computing has announced a strategic collaboration with Synopsys to integrate advanced interface IP into its Passage 3D Co-Packaged Optics (CPO) platform."
X Link 2026-02-07T05:19Z 10.9K followers, [----] engagements
"I gave up trying to park in the Costco parking lot. Its getting way harder to find an empty spot. Ended up parking outside the Costco parking lot. Is it time to add $COST"
X Link 2026-02-07T23:57Z 10.9K followers, [----] engagements
"VRAM) 288G (36GB x 8) x [--] = 2.3TB Model) 1E12 x 2bytes = 2TB Can it handle 1T parameters Based on the calculation the answer would be "YES" Samsung Electronics to Begin World's First HBM4 Mass Production After Lunar New Year HolidaySeizing Initiative in Next-Generation Market Samsung Electronics will become the world's first to mass-produce and ship the next-generation High Bandwidth Memory (HBM) HBM4a 'game https://t.co/Fuf6617jCx Samsung Electronics to Begin World's First HBM4 Mass Production After Lunar New Year HolidaySeizing Initiative in Next-Generation Market Samsung Electronics will"
X Link 2026-02-08T01:26Z 10.6K followers, [----] engagements
"Nvidia HQ . [--] 8M USD (117 [------] KRW/USD) CFO "$8M for [--] seconds: A CFOs guide to Super Bowl ad spend Advertising around the Super Bowl can be worth it if you run it like a CFO. Not if you let the marketing team treat it like a trophy." https://www.cfo.com/news/a-cfo-guide-to-super-bowl-ad-spend-jason-hershman-point-/811381/ https://www.cfo.com/news/a-cfo-guide-to-super-bowl-ad-spend-jason-hershman-point-/811381/"
X Link 2026-02-08T03:56Z 10.6K followers, [----] engagements
"" " . . @PhotonCap [--]. . QKD (PQC ) . 1) (The Money Game) - (China): [---] ( [--] ) @PhotonCap [--]. . QKD (PQC ) . 1) (The Money Game) - (China): [---] ( [--] )"
X Link 2026-02-08T06:10Z 10.9K followers, [----] engagements
"$AXTI Fiber optic network . [--]. mode (1.45) speed . 30km/s / [----] = [----] km/s [--]. optics data latency (carrier frequency -- data packet ) 193THz (1% ) (GHz ) . . [--]. [--] latency . mm/s ( ) () . /PTFE speed of light 70% [--] km/s [--]. 1-3 "light speed" . copper . [--]. "McKay Brothers" high frequency trading . Chicago() - NY() Arbitrage /microwave . https://perspectives.mvdirona.com/2012/02/communicating-data-beyond-the-speed-of-light/ $AXTI Mini Thesis - Indium Phospide (InP) is the essential substrate for lasers that connect AI-superclusters."
X Link 2026-02-08T10:22Z 10.8K followers, 19.4K engagements
"$IONQ . ( -- ) [--]. Oxford Ionics EQC pros/cons [--]. [--]. $SKYT / SKYT / . IP . https://t.co/RDKalw8j8V https://t.co/RDKalw8j8V"
X Link 2026-02-08T11:35Z 10.6K followers, 10.3K engagements
"@love_mech17458 RocketRibbon solution Buy American GLW . https://x.com/i/status/2014227926901027200 PW2026 1: CORNING $GLW [----] (Gorilla Glass) [----] (1970 [--] dB/km ) https://t.co/X24justrak https://x.com/i/status/2014227926901027200 PW2026 1: CORNING $GLW [----] (Gorilla Glass) [----] (1970 [--] dB/km ) https://t.co/X24justrak"
X Link 2026-02-08T19:34Z 10.6K followers, [---] engagements
"AI Compute Interconnect Lightmatter Envise (Photonic Computing) Passage (Optical Interconnect) . "PRODUCTS" tab Interconnect Passage Envise . "RESEARCH" . [----] . "Nature640 [------] (2025). . [--]. Lightmatter Compute Interconnect [--]. Compute GPU ROI bandwidth interconnect (Compute ) [--]. : "Compute (Scale-out) " ( 1) AI (LLM) (Compute) (Interconnect) Interconnect Wall ( ): NVIDIA H100/Blackwell GPU . . . Lightmatter (Passage): Passage GPU "NVIDIA AMD " . . [--]. (Envise) ROI ( 2) Nature Envise 'Research' . - (Analog Noise): . " (Analog"
X Link 2026-02-08T22:05Z 10.9K followers, [----] engagements
"The Proliferation of Academic Journals and the "Post-Journal" Education Phenomenon I brought up the topic of Nature Portfolios expansion out of the blue and as expected there wasn't much of a reaction. Recently Springer Nature announced the launch of 'Nature Sensors' and 'Nature Health' scheduled for January [----]. With the first volumes already released it is time to interpret this not as a mere expansion of a portfolio that already exceeds [---] journals but as a massive tectonic shift in the knowledge ecosystem. Moving from traditional scientific pillars like Nature Physics and Chemistry into"
X Link 2026-02-09T00:06Z 10.7K followers, [----] engagements
"This is too much like science fiction. (The technology doesn't support it at the moment.) But it's worth considering -- it's a concept actually used in delay lines in quantum computing. If it were possible GLW would be LONG. Optical memory: https://x.com/PhotonCap/status/2019289574263177697 Good for Corning and Fujikura https://x.com/PhotonCap/status/2019289574263177697 Good for Corning and Fujikura"
X Link 2026-02-09T00:26Z 10.6K followers, [----] engagements
"$GFS $TSEM . @PhotonCap @PhotonCap"
X Link 2026-02-09T01:12Z 10.9K followers, [----] engagements
"@RealChickenBoy9 GFS "
X Link 2026-02-09T01:12Z 10.6K followers, [---] engagements
"@semivision_tw Nice I'd like to share another big new with you as well. Lightmatter x $SNPS: https://lightmatter.co/press-release/lightmatter-collaborates-with-synopsys-to-integrate-advanced-interface-ip-with-its-passage-co-packaged-optics-platform/ https://lightmatter.co/press-release/lightmatter-collaborates-with-synopsys-to-integrate-advanced-interface-ip-with-its-passage-co-packaged-optics-platform/"
X Link 2026-02-09T06:44Z 10.9K followers, [---] engagements
"SpaceX really is planning to deploy data center in the sapce Responsibilities: [--]. Work with a cross-discipline team including electrical mechanical and software engineers to conceptualize and develop test systems used to test and validate flight hardware [--]. Define document and present test system requirements coverage designs and operational strategies [--]. Design and produce test assets such as test racks electrical panels electrical test fixtures harnessing connectors PCBAs machinery tools processes etc. [--]. Select commercial-off-the-shelf hardware and/or design custom PCBAs to measure signals"
X Link 2026-02-09T07:49Z 10.6K followers, [----] engagements
"My favorite optics/photonics-related stocks🚀 $FORM +6.22% $TSEM +6.56% $LITE +4.25% $GLW +5.84% $GFS +0.29% $POET +4.34% $FORM +9.30% $TSEM +6.11% $LITE +3.45% $GLW +2.77% $GFS +2.77% $POET +7.63% (😆) https://t.co/QUzWjnj3kN $FORM +9.30% $TSEM +6.11% $LITE +3.45% $GLW +2.77% $GFS +2.77% $POET +7.63% (😆) https://t.co/QUzWjnj3kN"
X Link 2026-02-09T16:59Z 10.7K followers, [----] engagements
"Navitas has developed their partnership with $GFS https://x.com/i/status/1991534843084304882 Now guess which fab they are using to manufacture it ;) https://x.com/i/status/1991534843084304882 Now guess which fab they are using to manufacture it ;)"
X Link 2026-02-09T17:39Z 10.9K followers, [----] engagements
"@zephyr_z9 great point"
X Link 2026-02-09T17:39Z 10.9K followers, [----] engagements
"@zoomyzoomm I'd like to add another sector of test and measurement with $FORM $TER + $KEYS"
X Link 2026-02-09T21:54Z 10.9K followers, [---] engagements
"Forward PER of $SNDK 15.81(2026E) 7.46(2027E) Today I've added some $SNDK to my port. In my port $SNDK +200.54% $WDC +115.26% $MU +119.05% total gain % [--] https://t.co/bj3uWJgu88 In my port $SNDK +200.54% $WDC +115.26% $MU +119.05% total gain % [--] https://t.co/bj3uWJgu88"
X Link 2026-02-09T23:04Z 10.9K followers, [----] engagements
"@drakeondigital CAMP4 Therapeutics Corp"
X Link 2026-02-10T00:59Z 10.7K followers, [---] engagements
"Apple Apple Recruiter . login "
X Link 2026-02-10T08:06Z 10.7K followers, 36.6K engagements
"@michaelnicollsx It sounds like your team wants to test cheaper off-the-shelf chips instead of using rad-hard ones"
X Link 2026-02-10T11:00Z 10.7K followers, [--] engagements
"If you unfold the global map of perovskite technology Korean universities are everywhereUNIST and Sungkyunkwan University leading the charge alongside Korea University Hanyang University SNU KAIST and POSTECH. SpaceXs latest job posting reads like an open love call from Texas to Koreas solar talent. And one small footnote: dont forget the lifting exercisesthis role literally requires lifting [--] lbs unassisted. Even space solar starts hands-on. https://t.co/WU5gTUsTKQ https://t.co/WU5gTUsTKQ"
X Link 2026-02-10T17:02Z 10.7K followers, [----] engagements
"UNIST KAIST POSTECH . SpaceX . 11kg(25) . . 💪"
X Link 2026-02-10T17:04Z 10.7K followers, [----] engagements
"@zen_xen_horizen 😊"
X Link 2026-02-11T05:07Z 10.8K followers, [--] engagements
"$SNDK Day 2/2 RSI [--] . indicator 2/3 " " . (credit: @danjang1205) @PhotonCap . . 😏 @PhotonCap . . 😏"
X Link 2026-02-11T06:06Z 10.8K followers, 16.7K engagements
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