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

Lightelligence/Optical components exposure (ticker: LITE).

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

Coherent/lasers and photonics equipment exposure (ticker: COHR).

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

Ciena/optical networking and transport vendor exposure (ticker: CIEN).

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

Applied Optoelectronics/transceiver and component exposure (ticker: AAOI).

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

AXT/compound semiconductor and materials supplier exposure (ticker: AXTI).

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

Sivers Semiconductors AB/photonic RF and semiconductor exposure (ticker: SIVE).

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

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.

Post claims WhiteFiber ($WYFI) has a competitive edge in building/retrofitting data centers faster (2x) and cheaper (40%) by converting existing industrial facilities (example: mattress factory). It is said to be operating a ~$90M GPU cloud and developing a 99MW North Carolina site. Implies potential upside tied to AI/data-center capacity buildout and speed-to-market, but evidence is promotional and lacks verification, timelines, customers, margins, or funding details.

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.

Speaker argues that if the Federal Reserve becomes politically subordinated to the White House, “independent monetary policy” would effectively end—implying higher policy uncertainty and potentially higher inflation/term premium risk over time.

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.