Gaetano
Institutional-quality research on photonics, optical networking, and the physical infrastructure powering AI.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 203 | Founded | 8 months ago | Last Issue | 4 days ago |
| Active | |||||
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cruxcapitalgroup.substack.comLatest Issues
Putting Numbers Behind The Nokia Thesis
From story to proof
Nokia has had rough price action over the last couple weeks.
5 Physical AI Stocks I Want To Own
But don't yet.
What a crazy day yesterday for Physical AI & robotics.
POET Update: Where Are We At Today?
The story is progressing
It’s been a while since I last spoke about POET Tech.
Is This The Best Pure-Play Humanoid Investment?
the market might think so,,,
Humanoid robotics is one of the most talked-about themes in the market right now.
Corning Update: The AI Infrastructure Thesis Is Getting Deeper
A current leader
6 weeks ago I wrote about Corning as one of the more durable AI infrastructure companies I own.
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Authors
The writers behind this newsletter.
Photonics and AI infrastructure research for investors. Deep dives, earnings coverage, and thesis tracking
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