Идеи
crux_capital_
Independent Photonics & AI Infrastructure Researcher
Gaetano explicitly says 'I like IQE... but for the most part they still have a lot to prove' and says he would add pre-inflection companies as they get commercial proof, making IQE a conditional long
Gaetano explicitly says 'I like IQE... but for the most part they still have a lot to prove' and says he would add pre-inflection companies as they get commercial proof, making IQE a conditional long candidate.
Risk: Ongoing lack of commercial proof could keep it excluded from the long-term portfolio and delay any buyer interest.
crux_capital_
Independent Photonics & AI Infrastructure Researcher
Gaetano names SIVE among European photonics names he likes, but excludes it from the U.S.-listed long-term ETF because it still has a lot to prove; commercial milestones are the trigger to add.
Gaetano names SIVE among European photonics names he likes, but excludes it from the U.S.-listed long-term ETF because it still has a lot to prove; commercial milestones are the trigger to add.
Risk: As a smaller/pre-inflection photonics name, execution risk and commercialization timing remain the main downside.
crux_capital_
Independent Photonics & AI Infrastructure Researcher
Gaetano includes SMOP with IQE and SIVE as names he likes, but indicates they still have a lot to prove, so the stock stays on a conditional watch until commercial traction is demonstrated.
Gaetano includes SMOP with IQE and SIVE as names he likes, but indicates they still have a lot to prove, so the stock stays on a conditional watch until commercial traction is demonstrated.
Risk: Failure to deliver commercial proof means it remains outside the stable long-term portfolio and faces potential further derating.
This newsletter, published August 31, 2026,
features crux_capital_
discussing IQE, SIVE, SMOP.
3 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
crux_capital_
· Tickers:
IQE,
SIVE,
SMOP