The Laser Bottleneck: Mesh, Marvell, and the CW DFB Supply Chain That’s About to Get Very Expensive https://nexusfinance.substack.com/p/the-laser-bottleneck-mesh-marvell
@Finixyta
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The world of financial markets, blockchain, and digital currencies. https://substack.com/@finixyta
The Laser Tax: Why AMD Is Begging for Photons and Who Gets Paid for Them https://nexusfinance.substack.com/p/the-laser-tax-why-amd-is-begging
The Laser Nobody Sees Coming https://nexusfinance.substack.com/p/the-laser-nobody-sees-coming
The Light That Feeds the Machine: Inside the Photonics Supercycle Nobody’s Talking About https://nexusfinance.substack.com/p/the-light-that-feeds-the-machine
Why Data Center Thermal Management Is the Semiconductor Cycle’s Dirtiest Secret https://nexusfinance.substack.com/p/why-data-center-thermal-management
Why Data Center Thermal Management Is the Semiconductor Cycle’s Dirtiest Secret
The thesis in one sentence: The AI hardware arms race has quietly engineered a thermal physics problem that no amount of compute budget can simply buy its way out of — and the companies that own the cooling, the substrate, and the memory infrastructure are the real chokepoints of the next decade.
The Photon Gap: How a $130M Swedish Semiconductor Company Became the Unlikely Chokepoint in AI’s Next Great Arms Race https://nexusfinance.substack.com/p/the-photon-gap
HBM4 and the Quiet Monopolies Powering the Next Phase of AI Infrastructure https://nexusfinance.substack.com/p/hbm4-and-the-quiet-monopolies-powering
The Black Hole at the Heart of Silicon Photonics https://nexusfinance.substack.com/p/the-black-hole-at-the-heart-of-silicon
$HIMS: The Healthcare Platform Nobody Knows How to Value (And That’s Exactly the Point) https://nexusfinance.substack.com/p/hims-the-healthcare-platform-nobody
The Boring Grid Just Became the Most Exciting Trade of the Decade https://nexusfinance.substack.com/p/the-boring-grid-just-became-the-most
