Pinned Gaetano @crux_capital_ May 27 I believe Physical AI Is the Next Supercycle It is much much more than humanoids...

Explicitly named; optical components exposure aligns with the cited supercycle theme.

Explicitly named; photonics/laser exposure aligns with optical cycle framing.

Explicitly named; optical networking vendor levered to optical transport upgrades.

Explicitly named; transceiver/components levered to data-center optical demand.

Explicitly named; materials supplier angle to photonics/compound semis.

Sivers Semiconductors AB is a publicly traded equity.

Explicitly named, but low clarity on mapping/ticker identity from excerpt; treat as lower-confidence inclusion.

Post-earnings update on $MXL with specific forward revenue/margin estimates and a technical level (~$68–$70) described as a “critical zone.” Prior post (Jul 21) previewed earnings and projected similar but lower near-term guide and margins. Actionable primarily for a $MXL long thesis tied to guide strength and sustained high growth over the next 4 quarters; limited broader market read-through.

Speaker highlights Bank of America raising its price target on Nokia ($NOK) to $18.50 (from $18) reiterating Buy, and argues Nokia’s earnings were stronger than the stock reaction. Notes segment growth (Optical +20%, IP +16%) and that prior design wins are converting, while acknowledging “macro is heavy.”

Speaker highlights a potentially investable, but low-clarity supply-chain/regulatory workaround: IQE may be able to partially work around China permit issues affecting AXTI. Also notes they have “reconsidered” SIVE and IQE over recent months, implying a shifting (more positive) view on IQE but without explicit positioning or price targets.

Post indicates the author is reconsidering views on $SIVE/$SIVEF and $IQE after new developments over recent months. The only concrete investable content is a shift in stance and specific prior concerns on $SIVE around ramp timing and competitive landscape in CPO; details are truncated (“Show more”), limiting actionability.

Post highlights strong reported and guided fundamentals for MaxLinear (MXL): Q2 revenue growth, infrastructure segment acceleration, margin expansion, and a higher Q3 revenue guide. Also includes author’s forward 4-quarter revenue and margin estimates and an implied bullish setup into/around earnings.

Speaker claims “Physical AI” will be the next supercycle (beyond humanoids) with multi-layered investment opportunities, but provides no specific public tickers tied to Physical AI in the excerpt. Separately, speaker cites an “optical super cycle” as having delivered strong returns and explicitly lists optical-related tickers ($LITE $COHR $CIEN $AAOI $AXTI $SIVE), implying bullish framing and a desire to find the next analogous theme. Most content is thematic and retrospective; only the optical tickers are directly investable from the text.

Post promotes a new deep-dive on POET Technologies ($POET), framing the company at an inflection point due to ~$300M and first production orders. Key stated risk has shifted from financing to manufacturing execution amid heavy competition. Limited actionable specifics (no timing, volumes, named partners, or guidance), but does create an investable implication around production ramp/fulfillment risk-reward.

Single, truncated social post discussing POET Technologies ($POET). The speaker frames $POET’s technology as “a big deal for AI” and suggests investors should focus on what the company sells and its product lineup/strategy (mentions “Optical…” but the text is cut off). Actionability is limited because there are no concrete product details, contracts, catalysts, numbers, or timing in the provided excerpt.