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
Ultimi post
Cerchiamo nuovi post…
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
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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
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I’ve been slowly building my hyperscaler port
$amzn $goog $meta
Broadening beyond my AI infra basket and into companies that will benefit from the buildout itself
And yes the way I buy shares is chaotic https://t.co/dBob1dEeHm
10.5K views · 35 likes
· 0 reposts · 6 replies
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It's been posted!
If you want to hear more on what some alternative options we have for deploying compute will look like
and the companies that are positioned to benefit from this trend
give it a read!
https://t.co/xsNboo6nZw
10.9K views · 15 likes
· 0 reposts · 3 replies
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@Gaetano2026 Hope you’ve done your homework on WhiteFiber
75 views · 5 likes
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@Gaetano2026 Check what i wrote on Whitefiber with their fiber solution that can interconnect sites in a 83 km radius at high speed. Project Redwood is the project name (until they announce full commercial name next week)
617 views · 10 likes
· 0 reposts · 1 replies
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Extremely relevant to an article I am writing up
I had a call with a data center operator yesterday
Mostly around where optical is going over the coming years.
Outside of that though he was working on some really cool projects
One trend is with distributed compute in these
27K views · 58 likes
· 4 reposts · 7 replies
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@Gaetano2026 GFS is the new CoreWeave play. buy low sell high on rack space while MRVL sells shovels to miners who already have pickaxes you don't need 3 landlords for this job just one with a long lease signed at yesterday's price and rent controlled by inflation
266 views · 3 likes
· 0 reposts · 2 replies
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$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
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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
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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
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Rispetto ad account della stessa dimensione
11 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.
Visualizzazioni mediane10 549questo account971mediana per 10K–100K
Copertura, %18.15%questo account3.68%mediana per 10K–100K
Interazione, %0.38%questo account1.52%mediana per 10K–100K
| Metrica | Questo account | Mediana per 10K–100K | Rapporto |
|---|---|---|---|
| Visualizzazioni mediane per post | 10 549 | 971 | 10.9× |
| Copertura (visualizzazioni ÷ follower) | 18.15% | 3.68% | 4.93× |
| Tasso di interazione | 0.38% | 1.52% | 0.25× |
Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →
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
75
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.
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