1. A basic understanding of signal integrity made it obvious to me over a year ago that Kyber backplane would not work. 2. $TSEM Japan fab is booked, largely for DWDM NVDA NPO. 3. $LITE UHP laser COGS is $5. ASP to NVDA is $30+. ASP to others is much higher.

Checked overnight market. Damn lol. Guess I need to stay up another hr to push leverage in premarket. Prob size up WOLF and AAOI. Re-enter Enphase. Maybe re-enter NVTS. Concerned dumb ppl falling for Navitas CEO TAM bullshit. Their SiC is garbage. Only GaN portfolio of value.

@insane_analyst It's also important to know that if standard SMF is used polarization is not just random but it also rotates randomly as it propagates through the fiber and this rotation is wavelength dependent so it can get tricky and painful

NEW: Inside the 24-hrs before WH slapped export controls on Anthropic - Last Thursday, Amazon CEO Andy Jassy raised concerns about Fable jailbreak to Trump admin - Friday AM, Sean Cairncross, Bessent, Susie etc. held WH call to discuss - Then White House started reaching out to Anthropic to speak with Dario Amodei, who was at a wellness retreat. - When Amodei was finally available past 1pm, he had three tense phone calls with a combo of ppl including Cairncross, Bessent, Lutnick, Kessler, Will Scharf, Richard Walters, and Walker Barrett. -Amodei tried to clear up what he assumed was a misunderstanding. He defended the guardrails and distinguished between universal and non-universal jailbreak - Cairncross and Bessent were unmoved and asked Amodei to take down Fable and work with the admin to fix the vulnerabilities. (A WH official said Amazon’s findings were run past the NSA and they felt they had “proof.”) - Amodei asked for more time and info, but he made no commitments to pull the model - Bessent told Amodei directly at one point that he was making a “bad decision” - By Friday evening, the Trump admin imposed its export controls. - “Export controls were a last resort after begging them for hours to work with us,” senior WH official said. W/ @cheyennehaslett

If a new/exotic technology is competing with capital, capital almost always wins. New/exotic tech needs to be SIGNIFICANTLY better than the existing solution. In the context of components within communication systems, that typically means noise performance.

Lol that linewidth sensitivity. Coherent lite + AMD CPU bonus post tomorrow. I got what I needed from the textbooks. FundaAI was claiming Tx and Rx would both be InP PIC. I only think Rx will be InP. Die estimate will be easy as the structures seem simple.