Gaetano
Institutional-quality research on photonics, optical networking, and the physical infrastructure powering AI.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 225 | Founded | 9 months ago | Last Issue | 3 days ago |
| Active | |||||
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cruxcapitalgroup.substack.comLatest Issues
$NOK Earnings Debrief: This Is Becoming A Serious Optical Company
We need to talk
Okay to start off bluntly, I think this was a really good quarter.
Is This The Best European Photonics Play? Is It Actually Important? Or Has Nothing Changed?
Revisiting my concerns
This week has been an important one for me.
$VPG: The Physical AI Stock I Want to Own, But I Don't Yet. Let's See Why.
The touch layer of my Physical AI basket. Great company, challenging price.
Vishay Precision Group makes sensors for steel mills and industrial scales.
$SIVE: I Changed My Mind On Sivers
My biggest concern with the CW laser thesis has changed
This morning I put out a report on what I think could become one of the next major bottlenecks inside AI optics: CW lasers.
The Next AI Optics Bottleneck...If Care About $AAOI $SIVE $COHR $LITE $MTSI Read this.
CW Lasers
Citi recently put out a deep dive on a problem developing inside optics.
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Authors
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Photonics and AI infrastructure research for investors. Deep dives, earnings coverage, and thesis tracking
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