Gaetano
Institutional-quality research on photonics, optical networking, and the physical infrastructure powering AI.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 156 | Founded | 7 months ago | Last Issue | 5 days ago |
| Active | |||||
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cruxcapitalgroup.substack.comLatest Issues
NVIDIA Just Told Us Something Important For Nokia
The edge!
If you invest in Nokia, you need to read this.
Every Company I Cover - Please Check This Out
I am doing some housekeeping!
I write a lot of articles.
Putting this post together made me really realize that.
But I wanted to create an easy-to-find document that contains all the companies I cover and all the articles I have written...
I Bought the Dip: 5 Adds, 3 New Buys, and One Decision to Make
Big day.
The market is finally giving us some volatility again.
The Bottleneck Story Got Bigger - $LITE
Signals from Lumentum
Lumentum is known for their lasers.
AAOI... Where Are We At Today?
The story is there. But we need the execution follow through.
When I first started writing about Applied Optoelectronics in January, this was still mostly a vision. CATV was the boring core. AI datacenter optics was the upside optionality.
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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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