Seeing tech through a different wavelength. Photonics & semiconductor research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 108 | Founded | 8 months ago | Last Issue | 8 days ago |
| Active | |||||
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photoncap.netLatest Issues
The GPU Repricing Cycle and Q2 Hyperscaler Earnings: Which Hardware Layer the Capex Flows To
$GOOGL $AMZN $MSFT $META $MU $SKHY $MRVL $COHR $LITE $CIEN | Cloud Capex Repricing Analysis
Abstract
AXT and Lumentum’s Prepayment Deal: The InP Substrate LTA Chain
$AXTI $LITE $COHR $IQE $AAOI $SIVE | InP Substrate Prepay LTA Chain, Catalyst Report
People often discuss where the bottlenecks lie. Whether it’s the GPU, memory, or optics. As AI agents gained prominence, the importance of the CPU came to...
Compute Short, Memory Long: Aschenbrenner's Unwind, Gavin Baker's Hold
Abstract
In the last week of July, 2026, the public equity book of the market’s hottest fund was forcibly wound down. It is a name anyone who follows stocks has probably heard at least once: Leopold Aschenbrenner’s Situational Awarenes...
FormFactor’s July 29th
$FORM $TSEM $SKHY | Catalyst Report
On July 29, the top and bottom of the semiconductor supply chain moved in opposite directions. SK hynix ($SKHY) printed a record 60.5 trillion won in quarterly operating profit and still closed down 9.6%...
QQQ Comes Down to the 200-Day
Interestingly, $QQQ fell more than 2% on Wednesday.
Interestingly, $QQQ fell more than 2% on Wednesday. The decline that started off the May highs has now brought the index right on top of its 200-day EMA. The line sits around 648, roughly...
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Authors
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Seeing tech through a different wavelength. Photonics & semiconductor research
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry. \ud83d\udd17 https://atlas.nuttycld.workers.dev/
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Independent research on overlooked stocks and investment themes by ex-fund analysts. Aurelion Index 1-year return: +120%
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