If I were wanting to invest in optics And I didn’t know where to start, here’s what I would do: 1- Get a basic understanding of the technology. > Why is networking evolving? > Why is optics moving closer to the rack? > What are we doing to extend coppers life? > Why is optics necessary? > Laser types (mostly EMLs, CW, VSCEL) > Transceiver components > Basic frontend & backend networking flows > What changes as we move from pluggables to NPO/CPO > Scale Up, Scale Out, Scale Across Networking 2- Understand the 3 major growth drivers > More infra is being built > We are continuing to push bandwidth. 800G to 1.6T to 3.2T > Optics is showing up in more places 3 - Understand the supply chain and how each company benefits and the products they sell I know lots of investors dont want to go this deep, and thats fine I personally really want to understand as much as I can because that let’s me weather volatility. Or it helps me know that something is just momentum and isnt actually durable. Either way, knowing more is better There are also lots of great podcasts My 2 favorite: @T_h_e_Circuit @semidoped Also lots of great writers in this space. Some of my favorite include: @vikramskr @austinsemis @BenBajarin @FundaAI @iamfabian @damnang2 @PhotonCap @ParadisLabs @Frenchie_ @jmartinprin @michaelsikand @KawzInvests