Photon Capital ✓

@PhotonCap · San Francisco, CA · joined 29 Apr 2025

Seeing tech through a different wavelength. Photonics & semiconductor research https://t.co/E8DQu9pkCv

62 638Followers

2 137Following

18 332Posts total

151.9KViews on collected posts

Последние посты

Photon Capital ✓@PhotonCap4 Sep

- $INTC raised $20B at $95/share; U.S. government holds 10% equity stake via CHIPS Act conversion. - $NVDA disclosed ~$30B stake in $INTC, signaling confidence in foundry and AI infrastructure role. - SK Hynix considering $INTC Foundry for HBM4E base dies; validates advanced 3.1K views · 5 likes · 1 reposts · 1 replies Open on X →

Photon Capital ✓@PhotonCap4 Sep

$BE great. so far +17.40% 4.9K views · 16 likes · 0 reposts · 2 replies Open on X →

Photon Capital ✓@PhotonCap4 Sep

🤩 4.8K views · 2 likes · 0 reposts · 1 replies Open on X →

Photon Capital ✓@PhotonCap4 Sep

$AEHR Happy Firday with AEHR! https://t.co/xDel9nH9i2 4.2K views · 30 likes · 0 reposts · 1 replies Open on X →

Photon Capital ✓@PhotonCap4 Sep

@PhotonCap I think this is one of the few small / betas of the “bottleneck” era that actually has a path forward. 108 views · 1 likes · 0 reposts · 1 replies Open on X →

Photon Capital ✓@PhotonCap4 Sep

@PhotonCap $MRVL is making moves to drive future growth. The $NVDA and MediaTek partnership is also bullish for $MRVL. Remember, it was in Taiwan when Jensen Huang introduced the $MRVL CEO on stage and said Marvell will be the next Trillion Dollar company. The two of them and the 3.8K views · 3 likes · 0 reposts · 0 replies Open on X →

Photon Capital ✓@PhotonCap4 Sep

@PhotonCap guide is 150 for fy27? 30% oper mar target, so 45mm x 50pe and i get 2+b cap. prob an ok starting point. assume SiC comes back bigly, moar AI orders, consumables give some predictbility. 150% growth guide for 27, say 75% for 28? 4b target as a start? 30+mm float makes 243 views · 0 likes · 0 reposts · 0 replies Open on X →

Photon Capital ✓@PhotonCap4 Sep

@PhotonCap 차트상으로도 지금 사기 나쁘지 않은 자리라고 생각합니다 245 views · 0 likes · 0 reposts · 0 replies Open on X →

Photon Capital ✓@PhotonCap4 Sep

$AEHR my fault but still holding and buying.... https://t.co/UoOVLOUm6I 21.3K views · 38 likes · 0 reposts · 6 replies Open on X →

Photon Capital ✓@PhotonCap3 Sep

@PhotonCap Today's $SIVE news is so bullish that there is actually the theoretical potential to produce more lasers than $LITE. 1.1K views · 12 likes · 1 reposts · 1 replies Open on X →

Photon Capital ✓@PhotonCap3 Sep

@PhotonCap In 5 years, 290SEK could be doable as per my model’s bull case. Look at my latest post, it will get you a smile ;) 542 views · 3 likes · 0 reposts · 0 replies Open on X →

Photon Capital ✓@PhotonCap3 Sep

Go to 100SEK $SIVE 12 USD $SIVEF 28.1K views · 138 likes · 6 reposts · 3 replies Open on X →

Photon Capital ✓@PhotonCap3 Sep

$SIVE COO posted this. https://t.co/CY3m8jd46t 31.1K views · 218 likes · 12 reposts · 8 replies Open on X →

Photon Capital ✓@PhotonCap26 Aug

$AEHR: +0.77% https://t.co/2Gfq4YE87u 8.6K views · 1 likes · 0 reposts · 0 replies Open on X →

Photon Capital ✓@PhotonCap26 Aug

As of the time of writing on August 26: $BE: +9.29% https://t.co/VKmEezn2gZ 9.1K views · 1 likes · 0 reposts · 1 replies Open on X →

Photon Capital ✓@PhotonCap9 Aug

@PhotonCap Gooooo 1K views · 2 likes · 0 reposts · 1 replies Open on X →

Photon Capital ✓@PhotonCap9 Aug

@PhotonCap Congrats!!!🎉🎊 2K views · 2 likes · 0 reposts · 1 replies Open on X →

Photon Capital ✓@PhotonCap9 Aug

@PhotonCap See you there! 377 views · 2 likes · 0 reposts · 1 replies Open on X →

Photon Capital ✓@PhotonCap8 Aug

Happy to share that my X Contributor Scholarship for TomorrowX Summit 2026 has been confirmed! I’ll be heading to Austin this November and looking forward to meeting people across AI infrastructure, semiconductors, connectivity, and TMT. Hopefully I’ll bring back some https:// 27.5K views · 57 likes · 0 reposts · 16 replies Open on X →

На фоне аккаунтов своего размера

19 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры3 782этот аккаунт924медиана для 10K–100K

Охват, %6.04%этот аккаунт3.62%медиана для 10K–100K

Вовлечённость, %0.27%этот аккаунт1.52%медиана для 10K–100K

Показатель	Этот аккаунт	Медиана для 10K–100K	Отношение
Медианные просмотры на пост	3 782	924	4.09×
Охват (просмотры ÷ подписчики)	6.04%	3.62%	1.67×
Вовлечённость	0.27%	1.52%	0.17×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

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

8.6K26 Aug

31.1K3 Sep

28.1K

542

1.1K

21.3K4 Sep

245

243

3.8K

108

4.2K

4.8K

4.9K

3.1K

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.02%26 Aug

0.77%3 Sep

0.53%

0.55%

1.29%

0.22%4 Sep

0.00%

0.11%

1.85%

0.75%

0.06%

0.37%

0.22%

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

What the audience does

Likes83.8%531 in total

Reposts3.2%20 in total

Replies6.9%44 in total

Quotes1.3%8 in total

Bookmarks4.9%31 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.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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