Gaetano(@crux_capital_):$FN is about to give major signals &gt; 1.6T volume / timelines &gt; Significance of component shortages &gt; NPO / CPO / OCS volume/timelines &gt; China ban proposal conversation with customers &gt; Chinese competition Really looking forward to the details on this call

Gaetano

@crux_capital_

Photonics/Physical AI Company Coverage On Substack

Joined February 2025

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Gaetano@crux_capital_

2026.08.17 19:56

$FN is about to give major signals > 1.6T volume / timelines > Significance of component shortages > NPO / CPO / OCS volume/timelines > China ban proposal conversation with customers > Chinese competition Really looking forward to the details on this call