Coherent

[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast

Irrational Analysis · Sep 21, 2026 · mentions

ECOC 2026: Important Product Announcements Around Optical Scale-Up

Vik's Newsletter · Sep 21, 2026 · mentions

NVIDIA’s $100B AI loop.

Business Breakdowns · Sep 20, 2026 · mentions

The AI Investment Map: From Tokens to Megawatts

Damnang’s Substack · Sep 1, 2026 · mentions

3 reasons might turn Nvidia into a giant AI token foundry before 2031

Andrew Lu on global semis and techs · Aug 31, 2026 · mentions

AI Infrastructure Value Chain: The PhotonCap Reading List (8/27/2026)

PhotonCap · Aug 27, 2026 · mentions

NPO State of the Union

Chipstrat · Aug 21, 2026 · mentions

Aschenbrenner and Baker’s Q2 2026 13F: What Was a Decision and What Was Drift

PhotonCap · Aug 17, 2026 · mentions

No InP, No Optical Transceiver ?!

SEMIVISION @_@ · Aug 7, 2026 · mentions

[Market Memo] Orange Man Attempted Chinese Transceiver Ban

Irrational Analysis · Aug 5, 2026 · mentions

BREAKING: Lumentum CEO on How Lasers Are Transforming AI Data Centers

Sourcery · Jul 29, 2026 · mentions

Stranded Indium-Phosphide

Irrational Analysis · Jul 25, 2026 · mentions

Practical Semiconductor Optical Amplifiers (SOA)

Irrational Analysis · Jul 19, 2026 · mentions

Irrational Analysis

23K subs · 4 linked

PhotonCap

11K subs · 2 linked

Andrew Lu on global semis and techs

17K subs · 1 linked

Business Breakdowns

175K subs · 1 linked

Chipstrat

13K subs · 1 linked

Damnang’s Substack

14K subs · 1 linked

SEMIVISION @_@

19K subs · 1 linked

Sourcery

19K subs · 1 linked

Vik's Newsletter

19K subs · 1 linked