Seeing tech through a different wavelength. Photonics & semiconductor research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 6 months ago | Last Issue | 3 days ago |
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photoncap.netLatest Issues
[$LWLG] The Day a $29K Revenue Company Raised Its TAM to $47B, and the Stock Dropped
$LWLG | Q1 2026 Earnings Analysis
Lightwave Logic ($LWLG) raised its AI and data center optical transceiver TAM forecast from $17B to $47B and its SAM from $1B~$2.5B to $2B~$4B on the Q1 2026 earnings call. Four Fortune 500/Global 500 cust...
[Investment Map] 20 Companies in the Humanoid Cycle: From Rare Earth Magnets to Vision Language Action
$NVDA $MP $6324.T and 17 more across the humanoid supply chain. Customer anchors $TSLA, Figure AI
On May 13, 2026, two events landed on the same day in the humanoid cycle. Figure AI livestreamed Helix-02, three robots autonomously sorting...
$20B+ New SAM on Top of +27% Pro Forma Revenue: The Quarter Coherent Crossed from Transceiver Player to Platform
$COHR $LITE | Q3 FY26 Earnings Deep Dive
Coherent reported Q3 FY26 revenue of $1.806B, +27% YoY on a pro forma basis, an acceleration from the prior quarter. This was not a routine beat-and-raise. It was the quarter the company re-declared...
[Investment Map] When War Drags On, Sensors Make the Money
RF GaN, EO/IR, Fiber Laser, Electronic Warfare: 28 Listed Companies in the Defense Sensor Cycle
On March 3, 2026, while KOSPI crashed 7.24%, LIG Nex1 hit the daily limit up. Hanwha Systems surged +29%, Hanwha Aerospace +20%. But among the...
Starting from optics/photonics. How far can I go?
I am an optical/photonics engineer. The reason I started PhotonCap was simple. I wanted to see how the lasers, optical fibers, and transceivers I have worked with every day get priced in the stock market. When someone who knows the defect d...
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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.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
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