# PhotonCap

Seeing tech through a different wavelength. Photonics & semiconductor research

Page: <https://rssamplifier.com/photoncap-net>  
Feed: <https://rssamplifier.com/photoncap-net.md>

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## [1Y +124%, Four Months Behind by 10.4pp: Portfolio Quarterly Review](https://photoncap.net/p/1y-124-four-months-behind-by-104pp)

_2026-08-18 · PhotonCap_

$LITE $MU $SNDK $MRVL $SIVEF $TSLA $AEHR $SPCX $FORM $POET | PhotonCap Portfolio Review, as of 2026-08-17

## [Aschenbrenner and Baker’s Q2 2026 13F: What Was a Decision and What Was Drift](https://photoncap.net/p/aschenbrenner-and-bakers-q2-2026)

_2026-08-17 · PhotonCap_

$MU $SNDK $CIEN $COHR $LITE $ALAB $CRDO $CBRS $SPCX | Q2 2026 13F Positioning Analysis

## [Beside, Above, or Beyond: The AI Memory Capacity Race and Where Optics Fits](https://photoncap.net/p/beside-above-or-beyond-the-ai-memory)

_2026-08-16 · PhotonCap_

NAND/HBM Stacking and the Optical Interconnect Angle, Tech Briefing

## [Coherent FQ4 2026: InP Capacity, CPO/NPO Content, and CapEx Return](https://photoncap.net/p/coherent-fq4-2026-inp-capacity-cponpo)

_2026-08-14 · PhotonCap_

$COHR $LITE | FQ4 2026 Earnings Analysis

## [Lumentum’s First $1B Quarter: FQ4 2026 Earnings Analysis](https://photoncap.net/p/lumentums-first-1b-quarter-fq4-2026)

_2026-08-12 · PhotonCap_

$LITE $AXTI | FQ4 2026 Earnings Analysis

## [Five Days After Innolight’s $6.8B: The FCC Ban Draft and the AI Optical Module Supply Chain](https://photoncap.net/p/five-days-after-innolights-68b-the)

_2026-08-11 · PhotonCap_

300308.SZ 3308.HK $LITE $COHR $AAOI $FN $AXTI | FCC Ban Catalyst Report

## [SpaceX’s First Earnings Report: Revisiting the S-1, and the Hardware Value Chain Behind 10GW](https://photoncap.net/p/spacexs-first-earnings-report-revisiting)

_2026-08-10 · PhotonCap_

$SPCX $NVDA $COHR $LITE $MRVL $CIEN $MU | SpaceX Q2 2026 Earnings & Compute Value Chain

## [The GPU Repricing Cycle and Q2 Hyperscaler Earnings: Which Hardware Layer the Capex Flows To](https://photoncap.net/p/the-gpu-repricing-cycle-and-q2-hyperscaler)

_2026-08-06 · PhotonCap_

$GOOGL $AMZN $MSFT $META $MU $SKHY $MRVL $COHR $LITE $CIEN | Cloud Capex Repricing Analysis

## [AXT and Lumentum’s Prepayment Deal: The InP Substrate LTA Chain](https://photoncap.net/p/axt-and-lumentums-prepayment-deal)

_2026-08-02 · PhotonCap_

$AXTI $LITE $COHR $IQE $AAOI $SIVE | InP Substrate Prepay LTA Chain, Catalyst Report

## [Countdown to Getting Paid (Sponsored)](https://crawlproof.com/a/fl3kMkP9zlef)

_2026-08-02 · **Sponsored**_

Create a shareable wallet timer — deposits buy back time and pay debt down

## [Compute Short, Memory Long: Aschenbrenner's Unwind, Gavin Baker's Hold](https://photoncap.net/p/compute-short-memory-long-aschenbrenners)

_2026-08-01 · PhotonCap_

$SKHY $MU $SNDK $NVDA $MRVL | Memory Economics Tech Briefing