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# ![@crux_capital_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1888599248654233600.png) @crux_capital_ Gaetano

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

### Engagements: XXXXXX [#](/creator/twitter::1888599248654233600/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1888599248654233600/c:line/m:interactions.svg)

- X Week XXXXXXX +318%
- X Month XXXXXXX +100%

### Mentions: XX [#](/creator/twitter::1888599248654233600/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1888599248654233600/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%

### Followers: XXXXX [#](/creator/twitter::1888599248654233600/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1888599248654233600/c:line/m:followers.svg)

- X Week XXXXX +52%
- X Month XXXXX +80%

### CreatorRank: XXXXXXX [#](/creator/twitter::1888599248654233600/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1888599248654233600/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3819 [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #3931 [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[ai](/topic/ai) #5475, [$cdns](/topic/$cdns) #3, [$lite](/topic/$lite) #2, [$snps](/topic/$snps) #28, [$poet](/topic/$poet) #1, [$nvda](/topic/$nvda) #474, [$almu](/topic/$almu) #1, [$cohr](/topic/$cohr) #3, [if you](/topic/if-you) #5820, [$mrvl](/topic/$mrvl) #1

**Top accounts mentioned or mentioned by**
[@betagraph](/creator/undefined) [@unusualwhales](/creator/undefined) [@deitaone](/creator/undefined) [@mikealfred](/creator/undefined) [@fransbakker9812](/creator/undefined) [@fundmyfund](/creator/undefined) [@grok](/creator/undefined) [@inquisitivemk](/creator/undefined) [@theodoreinvest](/creator/undefined) [@markosaaig](/creator/undefined) [@dolorescapital](/creator/undefined) [@joe59017](/creator/undefined) [@j_aja4](/creator/undefined) [@pearsonpc](/creator/undefined) [@jjperaltaa](/creator/undefined) [@stockstormx](/creator/undefined) [@theodore_invest](/creator/undefined) [@michaeljburry](/creator/undefined) [@amitisinvesting](/creator/undefined) [@stockmktnewz](/creator/undefined)

**Top assets mentioned**
[Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Synopsys, Inc. (SNPS)](/topic/$snps) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coherent Inc (COHR)](/topic/$cohr) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Ciena Corporation (CIEN)](/topic/$cien) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Rockwell Automation (ROK)](/topic/$rok) [Arista Networks Inc (ANET)](/topic/$anet) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Okta Inc (OKTA)](/topic/$okta) [Bridge Mutual (BMI)](/topic/$bmi) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Zscaler Inc (ZS)](/topic/$zs) [Xylem Inc (XYL)](/topic/$xyl) [Zebra Technologies Corp. (ZBRA)](/topic/$zbra) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Schrodinger, Inc. Common Stock (SDGR)](/topic/$sdgr) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Micron Technology, Inc. (MU)](/topic/$mu) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Entegris, Inc. (ENTG)](/topic/$entg) [Linde PLC (LIN)](/topic/$lin) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Teradyne, Inc. (TER)](/topic/$ter) [Oklo Inc. (OKLO)](/topic/$oklo) [Electroneum (ETN)](/topic/$etn) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Itron Inc (ITRI)](/topic/$itri) [Coldstack (CLS)](/topic/$cls) [Noble Corporation (NE)](/topic/$ne) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining)
### Top Social Posts
Top posts by engagements in the last XX hours

"Layer X - The Blueprints (EDA / Chip Design Software) $SNPS $CDNS This is where every chip begins. Before a wafer ever enters a fab these tools simulate how electrons will behave at near-atomic scales. They solve physics problems digitally long before billions are spent physically. Why it matters - AI chips fail without accurate design. This layer shapes the limits of every processor built above it. Investor angle: Recurring unavoidable software revenue tied directly to each generation of silicon. (Report posted on SS)"  
[X Link](https://x.com/crux_capital_/status/1996578232527913083)  2025-12-04T13:51Z 4969 followers, 4508 engagements


"Layer X - The Nervous System (Networking Optics Interconnects) $LITE $COHR $CRDO $ANET $CIEN This moves data between chips racks and clusters. Copper is strained at high speeds pushing the industry toward photonics optical switching and ultra-low-latency fabrics. Why it matters - Modern AI clusters are communication systems. Bandwidth and latency shape model performance as much as compute. Investor angle: Massive TAM expansion driven by cluster density"  
[X Link](https://x.com/crux_capital_/status/1996578248428331401)  2025-12-04T13:52Z 4971 followers, 7166 engagements


"🚨A SURGE IS BUILDING ACROSS AI SECURITY $RBRK $CRWD $ZS $PANW $S $OKTA $NET As AI infrastructure scales most of the attention goes to GPUs optics power cooling and networking. There is a parallel layer rising that keeps all of that safe. The AI Security Layer. The immune system of the stack. AI changes the physics of enterprise risk. Models store high value data. Agents take actions without human review. Identities multiply through automation. Attacks happen at machine speed. Enterprises want controls that operate at the same speed. The last month of earnings made it clear that spending is"  
[X Link](https://x.com/crux_capital_/status/1997848290361270709)  2025-12-08T01:58Z 4974 followers, 12.2K engagements


"AI clusters are blowing past the limits of copper power and rack design. $LITE $COHR $CRDO $POET $ALMU $MRVL Photonics is not optional. It is the only scalable way in the near future for hyperscalers to keep adding bandwidth without hitting hard thermal or congestion walls. That is exactly what every company in this thread has been signaling recently"  
[X Link](https://x.com/crux_capital_/status/1998043568641130799)  2025-12-08T14:54Z 4970 followers, 27.5K engagements


"I've spent the last week deep-diving into the physical infrastructure of AI What I found blew my mind. There's a critical non-negotiable resource dependency that underpins the entire revolution. Let's dive in.🧵 $NVDA $ITRI $XYL $ITRI $BMI"  
[X Link](https://x.com/crux_capital_/status/1978439456798425434)  2025-10-15T12:34Z 4676 followers, 1713 engagements


"On my least thread we talked about AIs massive thirst for water. As cooling demands surge infrastructure players tied to water management are set to become critical. Heres the framework Im using for my investing strategy to capture this demand and the two companies at the center of my thesis: $XYL and $BMI"  
[X Link](https://x.com/crux_capital_/status/1978818437066670090)  2025-10-16T13:40Z 4781 followers, 2343 engagements


"Physical AI is the next trillion-dollar platform shift and the race to build it is on. Our 4-part investor series is your guide to this new era breaking down the strategies of key players from surgical leader $ISRG to logistics powerhouse $ZBRA and the AI titans like $NVDA and $MSFT fueling the humanoid revolution. Here we go🧵"  
[X Link](https://x.com/crux_capital_/status/1982867038751338544)  2025-10-27T17:48Z 4677 followers, XXX engagements


"What if you could invest in a company that has a virtual monopoly in a life-saving industry And it's just getting started. That's the story of Intuitive Surgical $ISRG The king of robotic surgery. Let's dig in🧵"  
[X Link](https://x.com/crux_capital_/status/1983010407028846970)  2025-10-28T03:18Z 4651 followers, 1668 engagements


"Current market volatility is creating a divergence in the AI sector. $ANET $CLS $CDNS $AMAT $LRCX While hype stocks remain expensive the physical and digital infrastructure layer is seeing indiscriminate selling. I screened for a specific high-conviction setup: Wide Moat: Structural competitive advantages Execution: Confirmed recent earnings beats and guidance raises. Valuation: Trading at a discount to intrinsic fair value. Here are X companies that I am watching where the fundamentals are accelerating but the price is goin down 🧵"  
[X Link](https://x.com/crux_capital_/status/1991851122206892073)  2025-11-21T12:48Z 4651 followers, 1082 engagements


"1/ Cadence Design Systems $CDNS As one half of the EDA duopoly Cadence provides the essential software required to design 3nm and 2nm AI chips. Its new "Cerebrus" tool has deepened this moat using AI to automate the chip design process itself. A feature that has already completed over 1000 successful commercial tape-outs. Q3 earnings beat expectations at $XXXX (vs $1.79) delivering a XXX% surprise. Management also raised full-year revenue guidance and reported a record backlog of $XXX billion securing high visibility into 2026 revenue despite broader macro volatility. This has left the stock"  
[X Link](https://x.com/crux_capital_/status/1991851124228579341)  2025-11-21T12:48Z 4680 followers, XXX engagements


"2/ Arista Networks $ANET Arista has established itself as the standard for high-speed Ethernet in hyperscale clusters displacing InfiniBand for many backend AI workloads. Its EOS operating system allows Cloud Titans to manage thousands of GPUs as a single cluster generating software-like gross margins consistently above 65%. Q3 results were a beat and raise with EPS of $XXXX (vs $XXXX expected) on $2.31B revenue. Management explicitly guided for AI networking revenue to reach $XXX billion in 2025 and nearly double to $XXXX billion in 2026 confirming the structural shift toward Ethernet. The"  
[X Link](https://x.com/crux_capital_/status/1991851126560563255)  2025-11-21T12:48Z 4651 followers, XXX engagements


"Pillar I represents the Silicon Foundation. $ASML $TSM This layer is defined by extreme physics and monopolistic choke points. It is one of the most complex manufacturing challenges in history. Value accrues to those who master the atomic precision required for the next decade of compute"  
[X Link](https://x.com/crux_capital_/status/1992322459513831589)  2025-11-22T20:01Z 4685 followers, 1033 engagements


"Chip design requires quantum physics simulation at the 2nm node. $SNPS $CDNS This software is a permanent tax on the industry. Below that lies the atoms. The supply chain for noble gases and metal oxide photoresists remains terrifyingly fragile and vulnerable to geopolitical shock"  
[X Link](https://x.com/crux_capital_/status/1992322462588289314)  2025-11-22T20:01Z 4685 followers, 1171 engagements


"The Process (Identify & Execute) The DOE is targeting 20+ challenges including biotech critical materials and semiconductors. The "Execute & Iterate" loop creates permanent demand for simulation software and inference compute to solve physics-based problems. $SDGR $CDNS $AVGO $ALMU"  
[X Link](https://x.com/crux_capital_/status/1993147857273340117)  2025-11-25T02:40Z 4562 followers, XXX engagements


"The AI era demands industrial-grade reliability mobilizing $X trillion in physical assets beyond just software. $NVDA $AMD $GOOG What unglamorous high-moat software provides the immutable foundation for this new physical reality The Duopoly of Physics which taxes every design that leaves the lab $SNPS $CDNS Let's dive in to Layer X of the AI Trade🧵"  
[X Link](https://x.com/crux_capital_/status/1993168744106143882)  2025-11-25T04:03Z 4651 followers, 2180 engagements


"The Construction Phase has begun. $SNPS $CDNS Intelligence is now an industrial commodity requiring a massive physical supply chain. We are moving from infinite software scalability to the stubborn constraints of the physical world"  
[X Link](https://x.com/crux_capital_/status/1993168746635301025)  2025-11-25T04:03Z 4651 followers, XXX engagements


"Value accrues to the architect. $SNPS $CDNS Layer X dictates the specifications for the entire stack solving the most severe physical constraints (heat electricity atomic precision) through software. This captures the upside of the physical build-out while retaining software-like margins"  
[X Link](https://x.com/crux_capital_/status/1993168749696880705)  2025-11-25T04:03Z 4643 followers, XX engagements


"At 2nm the physical environment turns hostile. $CDNS $SNPS Electrons tunnel through barriers. Nanowires generate immense internal heat. Survival in this regime requires quantum-calibrated physics engines. These simulations provide the only bridge between a digital design and a functioning silicon chip"  
[X Link](https://x.com/crux_capital_/status/1993168752834396414)  2025-11-25T04:03Z 4643 followers, XX engagements


"The Three Crises $SNPS $CDNS Electrons tunnel through barriers. Nanowires melt from internal heat. Interconnects become one of the primary bottlenecks here. Only calibrated simulation can predict and prevent these catastrophic failures before manufacturing begins. The physics are non-negotiable"  
[X Link](https://x.com/crux_capital_/status/1993168755418100086)  2025-11-25T04:03Z 4651 followers, XX engagements


"The Permanent Tax $SNPS $CDNS A single 2nm mask set costs $XX million. A failed product launch destroys billions in market cap. Layer X software provides the critical insurance policy against this capital destruction securing a permanent inelastic tax on the semiconductor supply chain"  
[X Link](https://x.com/crux_capital_/status/1993168757980873024)  2025-11-25T04:03Z 4643 followers, XXX engagements


"The Market Structure $SNPS $CDNS A mature oligopoly controls the future. Synopsys and Cadence hold a virtual lock on advanced logic design. Their decades of proprietary physics data create an unprecedented moat. Every entity building silicon pays the toll to Layer 1"  
[X Link](https://x.com/crux_capital_/status/1993168760841421203)  2025-11-25T04:03Z 4685 followers, XXX engagements


"Synopsys (The Platform) $SNPS $CDNS Synopsys has cornered the "Silicon-to-Systems" market. By integrating Ansys they unite the digital brain with the physical body. Their SysMoore strategy sells productivity via AI using reinforcement learning to optimize chip layouts and thermal performance"  
[X Link](https://x.com/crux_capital_/status/1993168763492220981)  2025-11-25T04:03Z 4684 followers, 1569 engagements


"Cadence (The Digital Twin) $SNPS $CDNS Cadence dominates the "Digital Twin" era. Their Palladium hardware emulation allows hyperscalers to "shift left"testing software on virtual chips months before physical silicon exists. This time-to-market advantage creates absolute demand for their custom supercomputers"  
[X Link](https://x.com/crux_capital_/status/1993168766348541970)  2025-11-25T04:03Z 4651 followers, XXX engagements


"The Ripple Effects $SNPS $CDNS Layer X acts as the connective tissue for the entire supply chain. From modeling stochastic photon interactions in EUV lithography to solving the thermal paradox of Co-Packaged Optics the blueprints dictate the viability of every subsequent layer"  
[X Link](https://x.com/crux_capital_/status/1993168769238417447)  2025-11-25T04:04Z 4651 followers, XXX engagements


"The Risk Profile $SNPS $CDNS Returns require rigorous risk assessment. We acknowledge the volatility of export controls and the friction of large-scale integration. However the secular growth of North American hyperscalers and the rise of "Sovereign AI" provide a robust counterbalance to geopolitical headwinds"  
[X Link](https://x.com/crux_capital_/status/1993168772170166571)  2025-11-25T04:04Z 4651 followers, XXX engagements


"The Conclusion $SNPS $CDNS The Construction Phase is a multi-year industrial revolution. The physics of the 2nm node serve as a forcing function transforming EDA software into the indispensable guarantor of the $X trillion ecosystem. In the industrialization of intelligence the architect always gets paid"  
[X Link](https://x.com/crux_capital_/status/1993168775286604007)  2025-11-25T04:04Z 4685 followers, XXX engagements


"Let's talk about one of the most critical lines in the Genesis Mission EO. $RXRX $SDGR $SYM $NVDA Its about "Robotic Laboratories" and "AI-Directed Experimentation." The government is explicitly building "Self-Driving Labs". Facilities where AI Agents generate hypotheses design the physical experiment control the robots to execute it and learn from the results in a closed loop. We are moving from "AI as a Tool" to "AI as the Scientist." The bottleneck for discovery is no longer human bandwidth but rather electricity and robot actuation speed. This is the industrial revolution for the"  
[X Link](https://x.com/crux_capital_/status/1993314983191494658)  2025-11-25T13:45Z 4562 followers, 2562 engagements


"Brain dump on $RXRX I don't have a position here but I wanted to talk through something and open up discussion The Genesis EO really got me thinking. What if Genesis ends up being the turning point for how investors see $RXRX strategy Putting SP and valuations to the side for now. Not addressing those. Governments have effectively said that AI-native closed-loop science is now a national priority. That is what Genesis represents: national compute national datasets automated experimentation and AI agents running the loop. That is very close to the Recursion worldview just applied to DOE labs"  
[X Link](https://x.com/crux_capital_/status/1993685646012002653)  2025-11-26T14:17Z 4562 followers, 1602 engagements


"5 Aeluma $ALMU ALMU sits in the frontier optics category for me. Their work in monolithic III-V on silicon and SWIR sensing ties into areas where performance-per-dollar yield and wavelength-specific advantages matter more over time. I follow them because they represent a set of technologies that could become relevant as edge AI autonomous systems and photonic interconnects evolve. I dont treat ALMU as a broad semiconductor proxy. Its a focused position tied to emerging components that may grow as new optical requirements appear. That optionality especially in areas like quantum links"  
[X Link](https://x.com/crux_capital_/status/1994932798147436969)  2025-11-30T00:53Z 4604 followers, XXX engagements


"6 Recursion $RXRX RXRX is my primary lens into AI-native biology. They sit outside traditional semiconductor cycles and give exposure to a domain where AI accelerates experiment generation rather than just model training. Their phenomics platform automated wet labs and closed-loop data engine form a business model with different demand drivers than the rest of the sector. RXRX shows up in my work because they represent an intersection of compute and experimental science that feels increasingly relevant. In a portfolio RXRX adds diversification into biotech workflows that could compound over"  
[X Link](https://x.com/crux_capital_/status/1994932800789832126)  2025-11-30T00:53Z 4570 followers, XXX engagements


"14 Micron $MU MU appears because memory throughput is becoming one of the primary constraints in AI. HBM demand reflects both training and inference growth and MU sits near the center of that supply chain. I follow MU because memory economics often shift earlier than compute cycles giving different signals about where the industry is heading. In a portfolio MU provides exposure to a part of the stack thats essential regardless of which accelerator wins. Their cycles run on different timelines which can help balance overall volatility"  
[X Link](https://x.com/crux_capital_/status/1994932833186713630)  2025-11-30T00:53Z 4678 followers, XXX engagements


"15 Applied Materials $AMAT AMAT shows up because they supply the tools that enable every major manufacturing advance from deposition and etch to patterning and packaging. Their exposure spans leading-edge logic memory power semis and specialty nodes a mix that captures AI-driven demand indirectly through capex expansion. In a portfolio AMAT is a long-duration position tied to the physical constraints of making chips. It behaves differently from companies tied to specific architectures or product cycles giving the allocation a foundational steady component connected to global semiconductor"  
[X Link](https://x.com/crux_capital_/status/1994932839729807822)  2025-11-30T00:53Z 4679 followers, XXX engagements


"🚨Save this as a simple cheat sheet for what these frequently talked about companies actually do in AI. $NBIS $NVDA $AMD $CIFR $POET This is a broad overview of how each one fits into the AI buildout. Enough so that you can read a ticker and picture the real-world business behind it. Nebius AI $NBIS Nebius builds and runs AI data centers. Think of them as landlords and utilities for GPUs: they secure the power buildings and infrastructure so customers can rent compute instead of buying their own. Their focus is on AI-first facilities that are tuned for dense GPU clusters cooling and high"  
[X Link](https://x.com/crux_capital_/status/1995150713723424870)  2025-11-30T15:19Z 4961 followers, 12.8K engagements


"At 2nm chipmaking runs into a strange problem: The ink used to draw the circuit sometimes reacts and sometimes doesnt. $Q Not because anyone made a mistake but because the light hits some spots more than others. That randomness creates tiny gaps and rough edges that ruin chips. Metal-oxide resists (MOR) change the game. They grab more of that light react more reliably and make the printed patterns much cleaner. Thats why companies like Qnity $Q matter. They provide the materials that turn inconsistent patterns into consistent yield which directly impacts how many good chips come off the line"  
[X Link](https://x.com/crux_capital_/status/1995286220432421334)  2025-12-01T00:18Z 4964 followers, 1903 engagements


"@amitisinvesting Recently did a whole thread and research report on $SNPS and $CDNS if anyone is interested Also covers this entire 'layer' of the AI trade"  
[X Link](https://x.com/crux_capital_/status/1995507343396909531)  2025-12-01T14:56Z 4651 followers, XXX engagements


"@StockMKTNewz Recently did a whole thread and research report on $SNPS and $CDNS if anyone is interested Also covers this entire 'layer' of the AI trade"  
[X Link](https://x.com/crux_capital_/status/1995507494714757579)  2025-12-01T14:57Z 4651 followers, XXX engagements


"A solid grasp of this layer gives helpful context for the rest of the stack $ENTG $LIN $Q $MTRN $AMAT How materials chemistry and fabrication interact with the chips and systems investors follow. Highly recommend checking it out"  
[X Link](https://x.com/crux_capital_/status/1995508310989263013)  2025-12-01T15:00Z 4964 followers, 3006 engagements


"The SynopsysNVIDIA announcement today feels like one of those moments where the industrial side of AI steps into full view for a second. $SNPS $NVDA $CDNS A $2B equity investment. A multi-year plan to combine CUDA acceleration physics-aware simulation agentic design tools and Omniverse digital twins into a single environment. For once its not a headline about GPUs or data centers. A headline about the engines that design them. Layer X has always been an interesting place to watch because so many of the hard problems show up here first. As the industry pushes toward 2nm chiplets CPO and denser"  
[X Link](https://x.com/crux_capital_/status/1995526555020226631)  2025-12-01T16:13Z 4559 followers, XXX engagements


"Why the Future Looks Bright for Aeluma $ALMU AI had been dominating headlines. AI bubble this NVDA GPU GOOGLE TPU that etc. Peel back the layers dig further into the bottlenecks and you find small companies that are doing some really cool stuff that are rarely talked about Data needs to move between chips at (literal) light speed. Current infra is hitting a thermal and physics wall This is where Aeluma steps in. They have many exciting applications but in this post ill focus on two of the most exciting (AI DC and wearables) While legacy companies struggle with supply constraints and outdated"  
[X Link](https://x.com/crux_capital_/status/1995869499682423098)  2025-12-02T14:55Z 4642 followers, 4731 engagements


"Thank you Solid talking points Short answer: hyperscalers dont all use the same optics vendor but they pretty much all buy from the same small circle of trusted high-volume suppliers. Broadcom LITE Coherent InnoLight Acacia etc. The entire game is about cost thermal stability and reliability at scale. POET's goal isnt compete with those guys head-on. Theyre trying to slot into that supply chain as the engine provider inside the modules these big vendors already build. Thats why the Foxconn/Luxshare/Celestial relationships are significant. POET sells the engine the partners sell the finished"  
[X Link](https://x.com/crux_capital_/status/1996440347438928357)  2025-12-04T04:44Z 4643 followers, XXX engagements


"@dolores_capital Drop your best sand companies"  
[X Link](https://x.com/crux_capital_/status/1996599417986744749)  2025-12-04T15:16Z 4594 followers, XX engagements


"@FransBakker9812 @tune_ventures @IBKR I was literally just thinking about how its been a month since someone told me poet is a scam😂 I am about due so this is good"  
[X Link](https://x.com/crux_capital_/status/1996767928231108982)  2025-12-05T02:25Z 4712 followers, XXX engagements


"🚨 $IBM CEO Says the AI Buildout Doesnt Work at Todays Costs. Lets unpack what that actually means. Arvind Krishnas statementt is simple: If you freeze the world exactly as it exists today - current power costs current cooling limits current optical economics current utilization then a X GW AI data center really does cost something like $80B. Scale that to global demand and the capex crosses trillions. On that snapshot the ROI looks rough. But there is a key phrase in his statement at todays cost structure and tech stack. So lets talk about what today actually looks like and why several of"  
[X Link](https://x.com/crux_capital_/status/1996924809553305850)  2025-12-05T12:49Z 4641 followers, 2219 engagements


"@joe59017 I like them both But yes I have a larger position in $lite"  
[X Link](https://x.com/crux_capital_/status/1997836347202298320)  2025-12-08T01:11Z 4651 followers, XXX engagements


"@Mr_Derivatives The Celestial AI news was significant. Rough timing for the downgrade"  
[X Link](https://x.com/crux_capital_/status/1998038566182772867)  2025-12-08T14:34Z 4717 followers, XXX engagements


"@unusual_whales What companies is everyone tracking here"  
[X Link](https://x.com/crux_capital_/status/1998055230173565378)  2025-12-08T15:41Z 4828 followers, XXX engagements


"Thank you for explaining Yeah I can see where you are coming from if there is concern about a global recession. There is definitely alot of growth priced in to many of these names and if that growth is challenged in a meaningful way there is significant downside risk Gotta stay nimble always"  
[X Link](https://x.com/crux_capital_/status/1998240638375252342)  2025-12-09T03:57Z 4963 followers, XX engagements


"With the $300M+ commercial floor from Fab XX And the high-margin moat from TaaS $SKYT is now positioned to attack multiple massive growth markets. Let's break down what I believe to be the X largest growth engines"  
[X Link](https://x.com/crux_capital_/status/1991175601659760797)  2025-11-19T16:03Z 4966 followers, 13K engagements


"Copper can't keep up with the AI explosion. $LITE $POET $COHR Photonics is essential for the modern data center Breaking bandwidth bottlenecks with light. Its faster greener and scalable efficiently powering the future of cloud computing and next-gen networks. $NVDA"  
[X Link](https://x.com/crux_capital_/status/1992942276381999426)  2025-11-24T13:04Z 4963 followers, 4292 engagements


"One of the most important shifts in AI infrastructure is happening inside the optical layer. $LITE $COHR The industry is leaning heavily on 200G Indium Phosphide EML lasers the light sources that sit inside every 800G and 1.6T link. Demand is climbing quickly as clusters move to higher speeds and larger network footprints. Only a limited group of facilities worldwide can produce these lasers at high yield. Most 800G modules use four. Standard 1.6T designs use eight. Early 3.2T prototypes in the field rely on either sixteen 200G lanes or eight 400G lanes which increases the pull on III-V laser"  
[X Link](https://x.com/crux_capital_/status/1995620109751386158)  2025-12-01T22:24Z 4902 followers, 7902 engagements


"Layer 2B - The Physics Wall (Structural & Enabling Materials) $ASPI $GLW $COHR $ALMU $CRS This layer contains the hard materials that keep the AI stack operating under massive heat power and bandwidth loads. Isotopically pure silicon immersion fluids glass substrates photonics materials nuclear fuel and advanced alloys all live here. Why it matters - AI has reached physical limits. Scaling requires newer materials that manage heat power and mechanical stress. Investor angle - Scarcity + irreplaceability define the economic moat. (Report in progress available by 12/7)"  
[X Link](https://x.com/crux_capital_/status/1996578237863084491)  2025-12-04T13:52Z 4974 followers, 3595 engagements


"Layer X - The Foundry (Manufacturing Across All Nodes) $TSM $SKYT $TSEM $GFS Where atoms turn into logic. This includes leading-edge 2nm fabs and strategically important specialty fabs producing power RF sensors BCD mixed-signal and defense silicon. Why it matters - AI demand pressures every node not just the cutting edge. The entire silicon spectrum scales together. Investor angle - Multi-year capex pipelines national-security support and huge barriers to entry"  
[X Link](https://x.com/crux_capital_/status/1996578240283185399)  2025-12-04T13:52Z 4969 followers, 3626 engagements


"Layer X - The Toll Booths (Fab Equipment + Test & Burn-In) $ASML $AMAT $LRCX $AEHR Every chip requires lithography deposition etch metrology packaging and finally burn-in and reliability testing. These companies supply the tools that make semiconductor production possible. Why it matters - Without equipment no fabs run. Without testing no chip ships. Investor angle - Oligopoly-level moats and consistent demand across every node and market cycle"  
[X Link](https://x.com/crux_capital_/status/1996578242934009949)  2025-12-04T13:52Z 4974 followers, 2833 engagements


"Layer X - The Sovereign Cloud (Infrastructure & Borders) $MSFT $AMZN $GOOGL $NBIS $ORCL Countries are building their own AI factories: sovereign regions regulated clouds local data centers and national compute capacity. Why it matters - AI is now a national-power asset. Sovereignty drives duplicated infrastructure and long-term demand. Investor angle - Nations overbuild for control increasing TAM far beyond pure efficiency models"  
[X Link](https://x.com/crux_capital_/status/1996578257026875409)  2025-12-04T13:52Z 4974 followers, 2138 engagements


"Layer XX - The Immune System (Security for Autonomous Systems) $PANW $ZS $CRWD $OKTA As agents proliferate identity permissions and real-time trust become non-optional. This layer protects autonomous systems from bad actors and bad outcomes. Why it matters - AI expansion requires new security primitives built for machine decision-making. Investor angle - Security budgets expand as enterprises adopt autonomous agents"  
[X Link](https://x.com/crux_capital_/status/1996578262332694576)  2025-12-04T13:52Z 4971 followers, 2103 engagements


"For those of you watching $LITE Or want to learn more about photonics and why they are gaining so much traction You've got to check out this breakdown and read the full report"  
[X Link](https://x.com/crux_capital_/status/1997462470206865618)  2025-12-07T00:25Z 4969 followers, 21.4K engagements


"🚨 MAJOR Upgrade for $LITE and what it's signaling. Rosenblatt lifted their price target on $LITE to $XXX after meeting with management and the note basically reinforced some things we've been talking about Lumentum is one of the most leveraged names to the next cycle of AI optical scale. Not only does it have the hype. Not only does it have the narrative. It has the actual physics and capacity to back it up Here is the bigger picture. X. This upgrade signals confidence in the AI optical cycle. Rosenblatt is now modeling FY26 and FY27 above Street by a meaningful margin. Not because sentiment"  
[X Link](https://x.com/crux_capital_/status/1997782685465670034)  2025-12-07T21:38Z 4969 followers, 6837 engagements


"The story of $SKYT and why it's a core allocation 📔 SkyWater spent years as a focused U.S. foundry supporting defense aerospace and specialty programs. Important work but limited scale. 2025 changed the trajectory. The Texas acquisition took SkyWater from a small high-mix operation to a mid-scale manufacturing platform with meaningful commercial weight. The company added an operating fab with real customers a workforce of roughly 1000 people and a revenue base above $300M. Capacity expanded immediately. The business profile expanded with it. The effect showed up the moment Q3 results were"  
[X Link](https://x.com/crux_capital_/status/1998110948285100122)  2025-12-08T19:22Z 4969 followers, 5033 engagements


"📑Unpacking the Robotics Frontier $TSLA $NVDA $SYM $ROK $ISRG Robotics is expanding across more of the real economy than I ever expected. The deeper I go the clearer it becomes that what looks like a single category is actually a set of industries each evolving on its own timeline. This shift is accelerating now because automation is finally meeting two pressures that matter most: persistent labor scarcity and rising physical complexity across every major sector. This thread is the framework that helped me make sense of the entire landscape🧵"  
[X Link](https://x.com/crux_capital_/status/1998375069094162670)  2025-12-09T12:51Z 4974 followers, 11.5K engagements


"A clear structure for a complex space Separating robotics into individual industries reveals how different these worlds really are. Factories scale through precision. Warehouses scale through density. Healthcare scales through outcomes. Oceans farms construction sites and space stations each follow their own physics and economics. The return on autonomy is improving faster than the cost of deployment which is why multiple industries are hitting inflection points at once. Understanding these lines brings the sector into focus"  
[X Link](https://x.com/crux_capital_/status/1998375072722297178)  2025-12-09T12:52Z 4974 followers, XXX engagements


"Surgical Robotics $ISRG and $SYK built platforms that improve precision shorten recovery times and generate recurring revenue through instruments. $MDT is scaling its Hugo system as an alternative to Da Vinci focusing on modularity and global hospital adoption where cost sensitivity is higher. This category is hitting its moment because demographics are pushing procedure volumes higher while surgeon availability remains flat. Outcomes and efficiency drive adoption"  
[X Link](https://x.com/crux_capital_/status/1998375083291902242)  2025-12-09T12:52Z 4969 followers, XXX engagements


"Defense Robotics (The Drone Layer) Defense is where drones have found product-market fit. Companies like $AVAV and $KTOS reflect the transition toward unmanned attritable systems that can be produced quickly and deployed at scale. Momentum is building because modern conflict demands platforms that are flexible expendable and constantly iterated. Characteristics where robotics has a structural advantage over manned systems"  
[X Link](https://x.com/crux_capital_/status/1998375089281376270)  2025-12-09T12:52Z 4969 followers, XXX engagements


"Thoughts on $CRDO earnings as a $LITE Bull $LITE stock was getting hit yesterday and I think part of it was people reacting to headlines from Credos earnings. So lets unpack this properly. First off hats off to Credo. They delivered. Again. XXX% YoY revenue growth. Next quarter guide: $340M. Crushing it AI spending is not slowing down. Its accelerating. Hyperscalers are building infrastructure at a record pace and the plumbing of the data center is running just as hot as the GPUs powering it. This is all good news right now for the entire interconnect stack. Both copper and optical. X Yes"  
[X Link](https://x.com/crux_capital_/status/1996224859022795157)  2025-12-03T14:27Z 4971 followers, 24.2K engagements


"I think $ALMU has the greatest chance of being a 10x in X years while also having the lowest chance of dropping XX% in the meantime from these levels. There are lots of emerging tech companies and suppliers that have massive potential but also massive risk. ALMU has a solid floor with all the gov contracts that fund operations and allows them to validate their tech with some of the most stringent agencies in the world From there they can push the limits and create massively disruptive tech and figure out how to commercialize at scale They make some really bold claims that I would typically"  
[X Link](https://x.com/crux_capital_/status/1996431969241190500)  2025-12-04T04:10Z 4971 followers, 1314 engagements


"Layer X - The Disruptors (Photonics & Physics Breakthroughs) $POET $ALMU $LITE $LWLG This layer captures emerging paradigm-shifting architectures: wafer-scale compute photonic I/O optical circuit switching and physics-driven designs that break todays limits. Why it matters - These technologies change how entire AI systems are built and where the bottlenecks move. Investor angle - High beta exposure to technologies that can reshape infrastructure"  
[X Link](https://x.com/crux_capital_/status/1996578251821765082)  2025-12-04T13:52Z 4974 followers, 3180 engagements


"Layer XX - The Physical Body (Robotics & Automation) $SYM $ROK $TSLA $TER $ISRG AI leaves the data center and enters the physical world: humanoids warehouse automation manipulators logistics robots and real-world VLA stacks. Why it matters - Robotics is a major link between AI and real GDP productivity. Investor angle - A direct play on labor shortages automation and real-world deployment"  
[X Link](https://x.com/crux_capital_/status/1996578264723427655)  2025-12-04T13:52Z 4969 followers, 2881 engagements


"🚨Data Centers Are Pushing the U.S. Power Grid Toward Its Limits $VRT $ETN $VST $CEG $TE $OKLO AI demand keeps climbing and the strain is showing up everywhere Power thermal transmission fuel and nuclear. Here are some of the names that keep surfacing and how Im thinking about this sector moving forward. $VST Vistra is becoming one of the most closely watched power players in the U.S. A fleet of gas + nuclear assets. Direct exposure to wholesale pricing. And now hyperscalers exploring long-term power arrangements around key units. Their footprint puts them right in the middle of several"  
[X Link](https://x.com/crux_capital_/status/1996685883999961139)  2025-12-04T20:59Z 4969 followers, 48.6K engagements


"Industrial Automation $ROK $TER $AMAT Industrial automation is the anchor of the robotics world. Reshoring has pushed factories toward automation-first design making systems from $ROK and $TER essential infrastructure. $AMAT brings robotics deep into semiconductor manufacturing where precision and repeatability define output. Adoption is accelerating now because the cost of labor volatility exceeds the cost of automation. A reversal that changes plant economics entirely"  
[X Link](https://x.com/crux_capital_/status/1998375077981950333)  2025-12-09T12:52Z 4974 followers, XXX engagements


"Logistics Robotics Warehouses are evolving into dense high-throughput machines and robotics defines their ceiling. $SYM structures the physical flow of goods while $ZBRA orchestrates the digital workflow around it. $GXO scales these systems inside real operations. The inflection here is straightforward: cubic-foot efficiency is now the limiting factor and robotics is the only answer that keeps pace with e-commerce velocity"  
[X Link](https://x.com/crux_capital_/status/1998375080473375194)  2025-12-09T12:52Z 4969 followers, XXX engagements


"Consumer Robotics Consumer robotics is moving from novelty to appliance. $SN and $IRBT are shaping this category as autonomy improves and price points fall. Momentum is building because reliability has finally crossed a threshold where these systems feel like infrastructure not gadgets and adoption follows that shift"  
[X Link](https://x.com/crux_capital_/status/1998375097221169332)  2025-12-09T12:52Z 4964 followers, XXX engagements


"$POET Technologies reported its third-quarter 2025 financial results yesterday. This quarter was particularly important as its the first financial report since the company secured its war chest in October with a raise of over $XXX million. This influx of capital has fundamentally shifted the investment thesis. The primary risks for POET has long been a combination of financial technical and commercial hurdles. With the financial questions now largely answered for the foreseeable future the markets focus must shift to the remaining risks: can the company execute and is its strategy the right"  
[X Link](https://x.com/crux_capital_/status/1989387230973149616)  2025-11-14T17:37Z 4924 followers, 3797 engagements


"This is textbook execution of a wartime pivot. $LITE By vertically integrating Lumentum did more than boost margins They secured a defensible moat Transforming from a replaceable parts vendor into a critical strategic partner for the AI arms race"  
[X Link](https://x.com/crux_capital_/status/1994428065938846198)  2025-11-28T15:28Z 4969 followers, 5506 engagements


"I just published a deep dive on Symbotic $SYM This company is reshaping the physical flow of goods in a way most investors still underestimate. If you care about automation AI infrastructure or the future of retail logistics this one is worth your time. Here's a sneak peak🧵"  
[X Link](https://x.com/crux_capital_/status/1995340359258538037)  2025-12-01T03:53Z 4964 followers, 6902 engagements


"🚨 I've got some good content coming this weekend $RBRK $TSLA $ROK $LITE X - An analysis of $RBRK earnings and what it means for the entire 'Security' layer of the AI investment $CRWD $PANW $OKTA X - Similar to my '12 Layer' Framework for investing in AI infrastructure I'll be posting my investment framework for capturing the entire Robotics build out from the actuators to sensing to the end markets X - A brain dump post about the most recent $LITE PT upgrade and what its telling about the stage of the photonics sector X - A summary of my Layer 2B deep dive. Honing in on the structural"  
[X Link](https://x.com/crux_capital_/status/1997134666067849378)  2025-12-06T02:43Z 4969 followers, 3034 engagements


"🚨POETs 1.6T News Drop Today If you are tracking $POET you need to know the significance of this announcement $POET announced a 1.6T transmitter today. Here is why this is a real moment for the optical stack. 1.6T is the bandwidth the next wave of AI systems requires. Most designs start to break at that level because thermal load RF noise and packaging limits get exposed. POET built a 1.6T engine that avoids those limits entirely by removing wires and lenses and moving to a wafer-level integration approach. This is the direction high-density optics has to move if AI clusters keep scaling."  
[X Link](https://x.com/crux_capital_/status/1998215257488302526)  2025-12-09T02:16Z 4969 followers, 14K engagements


"Field Robotics Agriculture mining construction and utilities remain some of the least automated but most labor-constrained industries. $DE and $TRMB are pushing autonomy into machines that historically required full manual control while $CAT advances in mining and construction. The adoption curve is steepening because the ROI shows up immediately: fewer injuries lower operating costs and higher utilization in environments that never shut down"  
[X Link](https://x.com/crux_capital_/status/1998375092339053047)  2025-12-09T12:52Z 4970 followers, XXX engagements


"Maritime Robotics Subsea infrastructure creates one of the most robotics-dependent environments on earth. $OII and $HII operate ROVs and UUVs for inspection repair and naval applications where pressure communication and reliability define the challenge. Demand is rising as offshore wind expands subsea cables multiply and defense requirements shift toward persistent ocean awareness"  
[X Link](https://x.com/crux_capital_/status/1998375095107260852)  2025-12-09T12:52Z 4969 followers, XXX engagements


"$TE and $FLNC both hitting XX week highs There is ALOT of attention right now on energy with the AI buildout. Rightfully so If you can find the alpha and locate the winners and where the market will go the potential for excess returns is significant"  
[X Link](https://x.com/crux_capital_/status/1998474412279083140)  2025-12-09T19:26Z 4970 followers, 2510 engagements


"As a follow-up to our deep dive on the AI-water thesis the Q3 earnings from one of my core holdings Badger Meter $BMI just dropped this morning. The results are a powerful validation of the strategy. $BMI reported a strong beat on both revenue and EPS with sales growing XX% year-over-year to $XXXXX million. The growth engine is exactly what we discussed: strong customer adoption of their digital smart water solutions which drove utility water sales up 14%. The most bullish signal - Management raised their normalized gross margin guidance to a new higher range of 39-42% proving the shift to"  
[X Link](https://x.com/crux_capital_/status/1980632642459684943)  2025-10-21T13:49Z 4885 followers, 1218 engagements


"1 Nvidia $NVDA NVDA remains the closest thing to a core position in the sector because so much work still relies on accelerated compute. I dont see it as a bet on endless GPU demand but rather its exposure to a company with real influence over system design software ecosystems and the economics of training. NVDA gives a portfolio baseline participation in model scaling enterprise adoption and hyperscaler expansion without needing to guess which workloads win. Their roadmap matters less for its specific specs and more for the direction it sets for the rest of the industry. To me NVDA creates"  
[X Link](https://x.com/crux_capital_/status/1994932787816927532)  2025-11-30T00:53Z 4911 followers, XXX engagements


"2 Lumentum $LITE LITE shows up consistently because optical bandwidth increasingly sits at the center of scaling limitations. I keep them in my research universe because they touch key components - InP lasers modulators silicon photonics - that matter as clusters get denser and electrical interconnects strain. I dont view LITE as a narrow CPO trade. Its a way to capture the gradual shift toward photonics across multiple layers of infrastructure. As models grow and data movement becomes more expensive companies in this category tend to absorb more of the spend. In a portfolio LITE acts as a"  
[X Link](https://x.com/crux_capital_/status/1994932790404813197)  2025-11-30T00:53Z 4911 followers, XXX engagements


"What do you think happens to $LITE if $NVDA gets into China in a meaningful way"  
[X Link](https://x.com/crux_capital_/status/1995523775396491289)  2025-12-01T16:01Z 4911 followers, 1139 engagements


"Its definitely run very fast My rule of thumb flr this type of chart is to wait for a pullback to a support level take a 25-50% position and then DCA from there. I still own a majority of my position in $lite. Very comfortable at these levels for the long term for me. That being said I always trade a small portion of my position around my core holding and buy back at support. I believe the market will be very volatile these next few weeks and will provide another buy op where ill add to my position"  
[X Link](https://x.com/crux_capital_/status/1995638524973121915)  2025-12-01T23:37Z 4911 followers, XXX engagements


"$LITE stock was under some pressure this morning I believe it is partly due to $CRDO earnings I've seen the highlights of the earnings but I am going to go in and listen soon I'll post my thoughts later today on what impact Credo's updates has on Lumentum Notis on"  
[X Link](https://x.com/crux_capital_/status/1995941668684705972)  2025-12-02T19:42Z 4911 followers, 1392 engagements


"🚨Why I think $MRVL acquisition of Celestial AI is a MASSIVE tailwind for $POET technologies Marvell just shook the semiconductor stack. The Celestial AI acquisition $3.25B upfront potentially $5.5B is more than a headline. Its a direct swing at the memory wall. A very loud message that the next phase of AI scaling runs on light not electrons. Credits to Marvell for locking down the Photonic Fabric. Fair. They NEEDED that IMO. Its one of the most important architectures in the industry. But if your analysis stops there youre overlooking the second-order name with far more torque: POET"  
[X Link](https://x.com/crux_capital_/status/1996195211332993494)  2025-12-03T12:30Z 4974 followers, 113.1K engagements


"🚨There is a ton of momentum building in photonics right now. $POET $MRVL $LITE $COHR $AAOI $TSEM $CIEN Every part of the stack is heating up and management teams have basically spent the last month broadcasting the same story. Lets dig into some of the recent bits Ive been watching. $LITE Q1 revenue up XX% YoY to $533.8M with next quarter guided to $650M hitting their mid-2026 target two quarters early. Management pointed to cloud-optics demand running well above supply with transceivers optical circuit switches and early co-packaged optics driving the next leg. $COHR AI data centers and"  
[X Link](https://x.com/crux_capital_/status/1996305227625140357)  2025-12-03T19:47Z 4970 followers, 110.6K engagements


"If you want to invest in AI with clarity you need to see the entire system end to end $POET $NVDA $GOOG $GFS $AMAT I mapped the entire 12-Layer stack Every bottleneck every physics wall every place value accrues. Heres the full system 🧵"  
[X Link](https://x.com/crux_capital_/status/1996578230128803974)  2025-12-04T13:51Z 4970 followers, 96.2K engagements


"Layer 2A - The Atoms (Consumables & Chemicals) $ENTG $LIN $CCMP These are the ultra-pure chemicals gases slurries cleans and resists fabs use every hour. Every wafer pass consumes materials that must meet near-perfect purity standards. Why it matters - AI scaling depends just as much on chemical precision as transistor counts. Purity equals yield. Investor angle - High recurrence high visibility and protected by strict copy exact rules. (Report posted on SS)"  
[X Link](https://x.com/crux_capital_/status/1996578234952204758)  2025-12-04T13:52Z 4969 followers, 3892 engagements


"Layer X - The Compute (GPUs Custom Silicon HBM) $NVDA $AMD $AVGO $MRVL $MU This is the AI engine room: GPUs for training custom ASICs for inference and High Bandwidth Memory as the throughput lifeline. Why it matters - AI performance depends on feeding chips fast data. Compute is evolving toward workload-specific architectures. Investor angle - Explosive growth with major architectural shifts underway"  
[X Link](https://x.com/crux_capital_/status/1996578245865828565)  2025-12-04T13:52Z 4969 followers, 2686 engagements


"Layer X - The Power Plant (Energy & Grid) $GEV $VRT $FLNC $LEU AI demand is colliding with grid constraints. Hyperscalers are turning to behind-the-meter power: gas turbines microgrids HV gear SMRs solar deployments batteries and nuclear-grade materials. Why it matters - Compute follows power. Energy availability determines which regions can support AI growth. Investor angle - Turbines transformers substations storage nuclear fuel and grid upgrades enter a multi-year capex boom"  
[X Link](https://x.com/crux_capital_/status/1996578254527053951)  2025-12-04T13:52Z 4969 followers, 2640 engagements


"Layer XX - The Digital Worker (Agentic Software) $GOOG $MSFT $ADBE $CRM $PATH AI shifts from tools to autonomous workers. Agents complete tasks create output and interact with workflows. Pricing moves toward paying for outcomes rather than software seats. Why it matters - This is the software layer where AI touches productivity and revenue directly. Investor angle - Early but enormous potential to reshape enterprise economics"  
[X Link](https://x.com/crux_capital_/status/1996578259920920740)  2025-12-04T13:52Z 4971 followers, 2045 engagements


"📝A Quick Breakdown of the $POET QCi Partnership There are a lot more eyes on $Poet recently I wanted to touch again on what I believe to be a CRUCIAL partnership that was recently announced Last month (11/11) POET announced a collaboration with Quantum Computing Inc. $QUBT to co-develop a XXX Tbps optical engine using 400G-per-lane TFLN modulators. It didnt get the same attention as the MarvellCelestial deal or the broader optics headlines but honestly it is a really big deal Let's dig in to why as an investor I was really excited to see this partnership form . This is a road map signal."  
[X Link](https://x.com/crux_capital_/status/1997035615662322108)  2025-12-05T20:09Z 4964 followers, 12.9K engagements


"Keeping the scope to U.S. markets To keep this map clean and investable I'm focusing only on companies listed on Nasdaq and NYSE. There are exceptional players globally and privately but staying within U.S. major listings creates a consistent lens for comparing business models financials and regulatory paths. This also matters now because capital is consolidating around platforms with strong balance sheets and scalable deployment models qualities easier for me to track within U.S.-listed companies. With the scope set here is how the robotics frontier breaks out"  
[X Link](https://x.com/crux_capital_/status/1998375075666620742)  2025-12-09T12:52Z 4970 followers, XXX engagements


"Autonomous Transport Autonomous transport is becoming the connective layer between factories warehouses and distribution networks. $AUR and $MBLY are building the driver agents for heavy trucking while $JOBY and $ACHR are pioneering electric aerial mobility. The catalyst here is the breakdown of the traditional logistics model. Driver shortages and insurance costs are pushing fleets to adopt autonomy not as a luxury but as a survival mechanism"  
[X Link](https://x.com/crux_capital_/status/1998375099494465622)  2025-12-09T12:52Z 4971 followers, XXX engagements


"Photonics is on fire today $ALMU $POET $LITE $COHR $AAOI Follow my page if you want to learn more about this sector I post a ton of digestible content and education"  
[X Link](https://x.com/crux_capital_/status/1998420921380729008)  2025-12-09T15:54Z 4970 followers, 3608 engagements


"🚨If You Invest in Photonics You Need to Read This $ALMU $LITE $POET $COHR $MRVL $AAOI AI systems are squeezing interconnects thermals and materials. The pressure is building at the physical layer. That is why photonics is entering a transition that begins at the wafer and ripples through the entire stack. Jonathan Klamkin CEO of Aeluma Tech recently gave a talk that lays out where this shift may be heading. It is one of the clearest looks you will get into the physics driving next-generation optical systems. When someone working at the materials layer explains what is changing the roadmap"  
[X Link](https://x.com/crux_capital_/status/1998510940489400608)  2025-12-09T21:51Z 4974 followers, 12.4K engagements

### Topic Creators

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

Get the top creators for a social topic

input parameters:

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

Example request:

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



Example response:

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

Schema:

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




---

### Category Creators

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

Get the top creators for a social category

input parameters:

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

Example request:

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



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::UCF_fDSgPpBQuh1MsUTgIARQ",
      "creator_name": "theweekndvevo",
      "creator_avatar": "https://yt3.ggpht.com/WHvw1ak1FcJaHeEiTmG2iN0dqEjjPxAtT_tA8ruJ3MlNr9I-RHsAur1iAenYeQN_d6LNPH2Z8Ic=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 10300000,
      "creator_rank": 1,
      "interactions_24h": 293323000
    }
  ]
}
```

Schema:

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




---

### Creators List

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

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

Example request:

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



Example response:

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

Schema:

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




---

### Creator

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

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

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



Example response:

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

Schema:

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




---