Summary
The author, a former early investor in the optics supercycle, claims to have identified a new major investment theme of similar magnitude. The article is a teaser promising a detailed breakdown of the theme, its investability, supply chain, and actionable plan, but the provided text contains no specific claims, companies, or numbers.
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•The author was positioned early in the optics/photonics supercycle and calls it life-changing.
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•He believes he has found a second theme of comparable scale and will make it a core coverage area on Substack.
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•The report promises to explain why the theme is investible now, where, the supply chain layers, and the author's personal plan.
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•The author states 'we are still early and we have time to position ourselves,' implying the theme is nascent.