Gaetano
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Gaetano
Independent equity analyst focused on optical networking, photonics, AI infrastructure, and the technologies enabling next-generation data centers. His research connects technical shifts across the supply chain with their pote
19 posts · theirs
Lately
SIVE. What’s Going On?
Gaetano ·
IQE Major Read Through. Also AAOI, SMTC, SIVE, MTSI
Gaetano ·
$NVDA Earnings Discussion
Gaetano ·
Fiber Optics Boom Bust. Is It Going To Happen Again? (VIDEO)
Gaetano ·
$SMTC Blow Out Earnings Debrief
Gaetano ·
$SMTC Pre-Earnings Brain Dump
Gaetano ·
What AAOI’s Funding Model Could Eventually Become
Gaetano ·
We Need To Talk About MRVL. A Deep Dive Into All That Is Going On
Gaetano ·
Rosenblatt Alpha For AAOI / FN / ADTN
Gaetano ·
FN Earnings Debrief. Big Dip. Opportunity or Not? (Free article)
Gaetano ·
Physical AI Layers 5 & 6 (Software / Planning & Control System) + My Latest Investment
Gaetano ·
ADTN Thesis / Deep Dive
Gaetano ·
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