FOTO
Trust-weighted public proof page for FOTO. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.
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Post argues the investable theme is a shift from copper/electrical interconnects to optical/photonics (lasers, fiber, transceivers, silicon photonics) driven by AI compute scaling faster than chip-to-chip links. It highlights newly listed photonics ETFs (EUV, FOTO, LAZR; LYTE filed) and warns that despite a structural bottleneck, revenues are cyclical because suppliers depend on hyperscaler/fab/telco capex—so drawdowns can occur even if the thesis is right. Notes FOTO has been volatile shortly a
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