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 | 38 | Founded | 7 months ago | Last Issue | 16 days ago |
| Active | |||||
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Funda AI x Fabian
We will have announcements out on X soon but I wanted to give you a heads up first.
Earlier in April, I decided that you would be better served by me joining a bigger research team where I can get deeper visibility into names and the suppl...
Adtran Holdings
A small-cap optical and Data Center Interconnect vendor with AI-buildout exposure
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Semtech Q1 FY27 Earnings Call Recap and Summary.
Semtech (NASDAQ: ) printed $291 million in revenue and $0.51 in adjusted EPS for the April quarter, beating revenue by $8 million and EPS by $0.06, and guiding the July quarter to $328 million at the midpoint, well above the $300 million th...
Six Months After Ironwood: A Reflection on My First Half-Year on Substack
Dear visitor, by reading this article, you acknowledge that you have reviewed and agree to the disclaimer outlined on this Substack.
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.
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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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