Tech and AI infrastructure (mainly semiconductors, data center interconnect, test & measurement, optics, and photonics), art, music, capital markets, and endurance sports. Not financial advice. Not investment advice. Not any advice. DYOR.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 35 | Founded | 6 months ago | Last Issue | 6 days ago |
| Active | |||||
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iamfabian.substack.comLatest Issues
Six Months After Ironwood: A Reflection on My First Half-Year on Substack
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When I hit publish on Inside Google’s Ironwood TPU v7 Supply Chain on November 24, 2025, I had exactly zer...
Keysight Technologies, Inc.
The instrument shop behind every 800G and 1.6T transceiver. Upside above consensus.
- Executive summary
Scale Across, Confirmed
A four-way cross-read of Arista, Coherent, Lumentum, and Nokia
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Untangled
CPO, short copper, and the test bench underneath
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Mycronic Anxiety with all so-called Photonics Bottlenecks
A Swedish industrial compounder with a German photonics unit, the CPO "bottleneck", and the gap between narrative and physics.
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Tech and AI infrastructure, mostly Test & Measurement and DCI, capital markets, art, music, and endurance sports. Not financial advice. Not investment advice. Not any advice. Do your own research.
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