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Gaetano

Institutional-quality research on photonics, optical networking, and the physical infrastructure powering AI.

cruxcapitalgroup.substack.comSource feed ↗10 episodes

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Latest episodes

FN Earnings Debrief. Big Dip. Opportunity or Not? (Free article)

Lets unpack

Physical AI Layers 5 & 6 (Software / Planning & Control System) + My Latest Investment

Building it out

ADTN Thesis / Deep Dive

Let's see why

$COHR Earnings. $3B Quarter In Sight

Solid quarter

COHR Pre-Earnings Thoughts

Lots of momentum today

$LITE Earnings. This Was Incredible.

The old targets already look stale

We Have Some Strong Signals For Photonics

Let's unpack them

$LITE (Lumentum) Pre-Earnings Thoughts

The bar has been raised

Unpacking My Physical AI Portfolio

Time to dissect earnings

$AAOI Earnings. They Said Some Wild Stuff.

Lots to unpack