Summary
The article is a preview of upcoming research topics from a full-time analyst focusing on optics, AI hardware, and semiconductor supply chain. It names many companies but provides no trade recommendations or positions—it is essentially a content roadmap for paid subscribers.
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•Author lists planned deep dives: China oversupply risk (Lumentum, Coherent, Applied Optoelectronics), testing/packaging (Keysight, Aehr, Nokia, Intel, FormFactor), Physical AI position (12% allocation, unnamed), Edge Compute, valuation models (Semtech, Credo, Astera Labs, MaxLinear, MACOM), Ciena price action, updated Optics Mock ETF, and upstream tool providers (Aixtron, Veeco, Riber).
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•Author states this is his full-time job, allowing hours per day on filings, transcripts, and industry data.
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•All content will be available for paid subscribers only, with a call to action to subscribe now.