Gaetano
@crux_capital_
Photonics/Physical AI
Company Coverage On Substack
加入 February 2025
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$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
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