Gaetano
Institutional-quality research on photonics, optical networking, and the physical infrastructure powering AI.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 181 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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cruxcapitalgroup.substack.comLatest Issues
Three New Physical AI positions. Please Read!
Quick Take
Hey Everyone,
Is the Optics Trade Doomed? CPO scares...
Who Wins If The Timeline Moves Right?
This is a very important article.
Cien Deep Dive - Post Earnings Selloff
30% reset
Earnings reactions have been pretty brutal on lots of these companies the past few weeks.
PHYSICAL AI UPDATE
As you all know, the Physical AI theme is now the second theme I am covering on here, along with Optics.
I’ve gotten a lot of new subs lately, so I wanted to lay everything out in 1 article and show where we are at so far!
We are very ear...
NPO (Near Package Optics) Company Map
Let's unpack it all.
We need to talk about NPO (Near Packaged Optics).
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Gaetano.
| Subscribers | Engagement | 84 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Gaetano ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 258 | Monthly Search Traffic | Top Keywords |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #216 | |
| #35 |
Authors
The writers behind this newsletter.
Photonics and AI infrastructure research for investors. Deep dives, earnings coverage, and thesis tracking
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