HeyJaredGaetano
Institutional-quality research on photonics, optical networking, and the physical infrastructure powering AI.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Sep 19, 2026
Latest issues
Robots Need Power. Let’s Look At Which Companies Supply It. (Free Article) (opens the original)
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We have spent the last seven layers slowly building out our robot. Training and simulation gave us a way to develop it. We worked through perception and compute, then software, planning and control. In Layer 7 we finally got to the motors, gearing and actuators that turn those instructions into physical movement.Now we have to power all of it. That brings us to Layer 8: Power & Energy Delivery<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!ptKD!,f_auto,
TSEM: The Foundry Behind the Optics Ramp (opens the original)
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If you invest in the AI infra buildout, Tower Semi has to be on your radar.The setup over the past few quarters has improved materially and I believe this is one of the companies that has a really durable role to play. They are a specialty semiconductor foundry. Other companies design chips, then use Tower to manufacture them. The part of the business I care about most is silicon photonics (SiPh), where they manufacture the photonic chips used inside optical transceivers and eventually NPO/CPO.
All That Happened This Past Week. And What This Week Will Bring. (opens the original)
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I just wanted to hop on here and highlight the articles I wrote over the past 7 days, discuss some of my investment activity, and go over what this week will bring. Starting with this past week’s articles (I sent out this article this morning but only a small % of people received it. So if you read this already, its just a duplicate that I am sending out again). 1 - This article was a result of researching into micro data center/modular data center/building integrated compute. I identified the 1
AKAM: My Newest Position. Let’s Visit the Thesis and Financial Model (opens the original)
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I had barely paid attention to this company before recently. The reason it caught my attention is that the business could look dramatically different over the next couple years than it does today. I was researching them with all the Muse developments and found them quite boring initially. But then realized they are on the early stages of a major inflection. Akamai runs a huge global network of computing infrastructure. Historically, a lot of that was used to help companies deliver websites, vide
INDI at $3: Why I Think the Setup Is Compelling (opens the original)
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I own INDI at an average of $3.36, and I think the next couple years could look dramatically different from the business that people see today.It all starts with automotive sensing. Indie spent years building chips for cameras, radar and other systems that help vehicles understand their surroundings. Those programs are finally moving into larger production ramps. Radar already has an initial $25M production order, Volvo is another disclosed win, and management expects radar to remain a major gro
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