Gaetano ✓

@Gaetano2026 · joined 09 Feb 2025

Photonics/Physical AI Company Coverage On Substack https://t.co/Dohj9x6xib

58 128Followers

571Following

10 327Posts total

141.2KViews on collected posts

Derniers posts

Gaetano ✓@Gaetano202621 Sep

I am very intrigued by some of these types of emerging Physical AI plays from established industrial Like $CAT and $DE and $KUBTY https://t.co/7RdjHkniA9

1.9K views · 3 likes · 0 reposts · 0 replies Open on X →

Gaetano ✓@Gaetano202621 Sep

How do we feel about $GFS down here? Can their photonics push drive enough growth to make it exiciting/investible? 10.1K views · 34 likes · 0 reposts · 4 replies Open on X →

Gaetano ✓@Gaetano202621 Sep

I’ve been slowly building my hyperscaler port $amzn $goog $meta Broadening beyond my AI infra basket and into companies that will benefit from the buildout itself And yes the way I buy shares is chaotic https://t.co/dBob1dEeHm

10.5K views · 35 likes · 0 reposts · 6 replies Open on X →

Gaetano ✓@Gaetano202620 Sep

It's been posted! If you want to hear more on what some alternative options we have for deploying compute will look like and the companies that are positioned to benefit from this trend give it a read! https://t.co/xsNboo6nZw 10.9K views · 15 likes · 0 reposts · 3 replies Open on X →

Gaetano ✓@Gaetano202620 Sep

@Gaetano2026 Hope you’ve done your homework on WhiteFiber 75 views · 5 likes · 0 reposts · 0 replies Open on X →

Gaetano ✓@Gaetano202620 Sep

@Gaetano2026 Check what i wrote on Whitefiber with their fiber solution that can interconnect sites in a 83 km radius at high speed. Project Redwood is the project name (until they announce full commercial name next week) 617 views · 10 likes · 0 reposts · 1 replies Open on X →

Gaetano ✓@Gaetano202619 Sep

Extremely relevant to an article I am writing up I had a call with a data center operator yesterday Mostly around where optical is going over the coming years. Outside of that though he was working on some really cool projects One trend is with distributed compute in these 27K views · 58 likes · 4 reposts · 7 replies Open on X →

Gaetano ✓@Gaetano202619 Sep

@Gaetano2026 GFS is the new CoreWeave play. buy low sell high on rack space while MRVL sells shovels to miners who already have pickaxes you don't need 3 landlords for this job just one with a long lease signed at yesterday's price and rent controlled by inflation 266 views · 3 likes · 0 reposts · 2 replies Open on X →

Gaetano ✓@Gaetano202619 Sep

$GFS + $MRVL just gave us a very clean read-through I haven't spent much time discussing GFS, but I think it's definitely time to revisit it and see if theres a good investment opportunity Read this: https://t.co/INxigCwEHH Yesterday MRVL expanded a multi-year agreement to ht

22.4K views · 71 likes · 6 reposts · 7 replies Open on X →

Gaetano ✓@Gaetano202618 Sep

Morning Developments: Anthropic & OpenAI hunt for smaller data center deployments of 20-30 MW Northland Capital starts $IREN with Outperform rating and $99 price target Morgan Stanley maintains $CIFR Overweight rating and raises price target to $54 from $43.50 https://t.co/oSI8

42.3K views · 280 likes · 21 reposts · 15 replies Open on X →

Gaetano ✓@Gaetano202631 Aug

How I Build My Optics Portfolio... $LITE $COHR $AAOI $SMTC $NOK etc. If you have been curious about the stocks I own and the % allocation behind them, you can see it here: https://t.co/0NVFu4W2IO This article lays out generally where my long term core holdings sit I am 15.1K views · 27 likes · 0 reposts · 4 replies Open on X →

Face aux comptes de taille comparable

11 posts des 90 derniers jours, à côté de la tranche de 10K–100K abonnés. diffusé largement, mais peu de ces spectateurs réagissent.

Vues médianes10 549ce compte971médiane pour 10K–100K

Portée, %18.15%ce compte3.68%médiane pour 10K–100K

Engagement, %0.38%ce compte1.52%médiane pour 10K–100K

Indicateur	Ce compte	Médiane pour 10K–100K	Rapport
Vues médianes par post	10 549	971	10.9×
Portée (vues ÷ abonnés)	18.15%	3.68%	4.93×
Taux d'engagement	0.38%	1.52%	0.25×

Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

15.1K31 Aug

42.3K18 Sep

22.4K19 Sep

266

27K

61720 Sep

10.9K

10.5K21 Sep

10.1K

1.9K

Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.21%31 Aug

0.77%18 Sep

0.38%19 Sep

1.88%

0.26%

1.78%20 Sep

6.67%

0.17%

0.39%21 Sep

0.38%

0.16%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes71.0%541 in total

Reposts4.1%31 in total

Replies6.4%49 in total

Quotes1.6%12 in total

Bookmarks16.9%129 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Derniers posts

Face aux comptes de taille comparable

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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