Capital Lens
An independent investor publishing the reading I run on my own money — the AI infrastructure buildout, through the capital cycle.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 3 months ago | Last Issue | 17 days ago |
| Active | |||||
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capitallensletter.substack.comLatest Issues
Stage-Gate: Broadcom Passed the $16 Billion Test. The Stock Fell Anyway.
Broadcom reported after Wednesday’s close.
AI semiconductor revenue reached $16.7 billion, above the $16 billion management had forecast and the Capital Lens pilot had identified as the next public test.
It grew 221 percent from a year ag...
Stage-Gate: NVIDIA Held Its Margin. Memory Moved Into the Frame.
The pilot treated 75 percent as the reference level for NVIDIA’s gross margin, and a sustained break below 70 as the structural warning. A break below 70 that held would say competition had started to price itself in, from AMD, from custom...
Through the Lens: Eaton and Trane Put Power and Cooling on One Blueprint
Eaton and Trane say their new AI data-center design can use up to 80 percent less copper.
That may be the least interesting number in the announcement.
The companies also claim up to 15 percent better energy efficiency and up to 30 percen...
Stage-Gate: Coherent will double its InP output. Lumentum cleared by $6.3 million.
Two optical suppliers reported within twenty-four hours.
One crossed a revenue threshold this letter declared before the result. The other grew 34 percent, expanded margins for a third straight quarter, and guided to another double-digit s...
Through the Lens: The order book is going private
Eaton mentioned data centers four times in its second-quarter release. Not one of those mentions carried a number.
Once was the chief executive, saying data centers “remain a key growth driver.” Once was the boilerplate list of markets the...
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The writers behind this newsletter.
An individual investor reading the AI infrastructure buildout through the capital cycle — what supply is doing, not how big demand gets. I write Capital Lens because I'm its first reader
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