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DSP, LPO, NPO, CPO: The Four Optical Architectures and the Light Source Beneath Them All
$LITE $COHR $AAOI $SIVE $POET | Optical Architecture Primer + Light Source Map
Jun 12
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There Is No Such Thing as a 'CPO Stock': How the Market Misread SemiAnalysis
$LITE $COHR $MRVL $AVGO $POET | CPO Delay Selloff, Reader Mailbag Edition
Jun 10
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NVIDIA Did Not Come to Korea to Sell GPUs: Where the June 5 Seoul Visit Pointed in the Physical AI Supply Chain
$NVDA | Hyundai, Samsung, Rainbow Robotics, SPG, ROBOTIS | What Jensen’s Seoul Visit Signals for Physical AI
Jun 8
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The Largest IPO in History, One Profitable Layer: Where SpaceX Exposure Really Sits, and the Traps
$SPCX $COHR $LITE $MRVL $RKLB $CACI $NVDA | SpaceX Pre-IPO Beneficiary & Layer Exposure Analysis
Jun 7
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Taiwan GTC (Computex 2026): CPO Just Entered Production, So Why Are Coherent and Lumentum, the Companies It Was Supposed to Kill, Still on…
$NVDA $COHR $LITE $GLW $FN $TSM | Spectrum-X Photonics Goes Production: The CPO Supply Chain
Jun 4
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❗[Last Call] Pricing update — effective June 3, 2026 (11:59PM Pacific Time)❗
PhotonCap started with a simple bet: that there's demand for silicon photonics research that goes deeper than press releases and earnings recaps.
Jun 4
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The Optical Axis Alone Won’t Show It: Redrawing CPO Across Three Budgets, Energy, Heat, and Reach
$NVDA $LITE $COHR $AXTI $TSEM $CRDO $ALAB $MRVL $AAOI $VICR $MPWR $GLW $POET $LWLG | Optical Interconnect Value Chain Across Three Budgets
Jun 2
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May 2026
Superconducting or Trapped Ion, They All Buy the Same Light: The Hidden Layer That Wires Quantum Computers Rack to Rack
$IONQ $RGTI $XNDU $GFS $TSEM | Quantum Optical Interconnect Stack
May 31
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The Nuclear Cycle AI Data Centers Revived: 13 Listed Companies Beyond Constellation and Cameco
The source of power $MSFT $GOOG $AMZN $META contracted for | $CEG $CCJ $LEU + 10 more
May 30
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The Third Signal in May: Marvell Confirms the AI Optical Signal from Lumentum and Coherent
$MRVL $COHR $LITE | Interconnect Earnings + Supply Chain Layers from Laser to Foundry
May 28
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America Needs to Cut Chinese Germanium: Why Loss-Making IR Optics Company LPTH Trades at P/S 16x
$LPTH | LightPath Technologies Deep Dive
May 24
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[$LWLG] The Day a $29K Revenue Company Raised Its TAM to $47B, and the Stock Dropped
$LWLG | Q1 2026 Earnings Analysis
May 21
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