Gaetano (@Gaetano2026)

<b>@Gaetano2026:</b> We are so early on Photonics. $LITE $POET $AAOI $COHR $MRVL There is so much to learn about Photonics/Optics I learn more and more everyday A major goal of my page is to be a place where people can come and learn both about the tech and the companies poised to capture market ...

🚨 THE PHOTONICS COMPANY POWERING AI SCALE AI factories are entering a phase where connectivity determines scale. Coherent $COHR supplies the photonic hardware that allows massive GPU clusters to communicate at extreme bandwidth with manageable power and heat. As clusters grow, optical links becom...

If you want to invest in AI with clarity, you need to see the entire system end to end $POET $NVDA $GOOG $GFS $AMAT I mapped the entire 12-Layer stack Every bottleneck, every physics wall, every place value accrues. Here’s the full system 🧵 ...