Mentions

MMMT WealthBlogWhat Markets Are Saying & What’s Mispriced?-13 Oct 2026
The Pragmatic OptimistBlogTPO’s September ‘26 Roundup-3 Oct 2026
Crack The MarketBlogThe Silicon Photonics Foundry Layer: Who Can Actually Make a PIC-1 Oct 2026
The Pragmatic OptimistBlog5 AI Stocks With Promising Charts-28 Sept 2026
Vik's NewsletterBlogLasers for CPO/NPO: Part 3 – Master Oscillator, Power Amplifier-8 Sept 2026
Compounding DividendsBlog155 stocks I'd buy before Nike-29 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Irrational AnalysisBlogIntel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers-18 Aug 2026
Crack The MarketBlogCoherent & Lumentum: The Laser Duopoly That Rations the Supercycle-14 Aug 2026
Irrational AnalysisBlogCoherent Q4 FY26 Earnings-14 Aug 2026
Irrational AnalysisBlogLumentum Q4 FY26 Earnings-12 Aug 2026
Crack The MarketBlogThe US Photonics Supercycle-9 Aug 2026
Irrational AnalysisBlogCBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
Irrational AnalysisBlog[Market Memo] Orange Man Attempted Chinese Transceiver Ban-5 Aug 2026
Irrational AnalysisBlog[Market Memo] A tale of two heroes.-1 Aug 2026
Irrational AnalysisBlogStranded Indium-Phosphide-25 Jul 2026
Vik's NewsletterBlogLasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat-22 Jul 2026
Irrational AnalysisBlogPractical Semiconductor Optical Amplifiers (SOA)-19 Jul 2026
Irrational AnalysisBlogJuly NPO/CPO Update: Stupidity Singularity-12 Jul 2026
Jason's ChipsBlogDeath, Taxes, and Indium Phosphide Shortage-26 Jun 2026
Jason's ChipsBlogOptical Circuit Switching 101: Better Than CPO?-19 Jun 2026
The Midwestern InvestorBlogThe bottleneck behind the bottlenecks-15 Jun 2026
Jason's ChipsBlogPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026