Expert Feed
Key researchers, founders, and analysts covering Silicon Photonics and Photonic AI. Follow these accounts for primary-source insights.
Twitter / X
illyquid
@illyquid
Independent
AI semis & hardware — Asia real-time research
Real-time research and analysis on AI semiconductors and hardware with Asia supply chain focus
damnang2
@damnang2
Independent
Deep semiconductor research, high-technical
Deep-dive semiconductor research with strong technical depth across the stack
aleabitoreddit
@aleabitoreddit
Independent
Thematic research, company & sector thesis
Deep thematic research and well-developed investment theses on companies and sectors
PhotonCap
@PhotonCap
Independent
Photonics & semiconductor technical research
Technical research on photonics and semiconductors — one of the most focused accounts on the space
pepemoonboy
@pepemoonboy
Independent
Macro + company-specific analysis
Combines macro context with specific company analysis on AI hardware plays
Crux Capital
@crux_capital_
Crux Capital
Deep photonics analysis & key company updates
Detailed photonics analysis and important updates on core companies in the sector
Frenchie
@Frenchie_
Independent
Broad macro commentary & analysis
Wide-scope macro commentary and analysis relevant to the AI infrastructure investment cycle
Blinklebloop
@Blinklebloop
Independent
Data center / AI value chain analysis
Specialized analysis on datacenter and AI value chain dynamics and supply chain positioning
KawzInvests
@KawzInvests
Independent
AI / tech / space deep research
Deep research across AI, tech, and space with strong fundamental analysis
degentradingLSD
@degentradingLSD
Independent
Macro / AI broad commentary
Wide macro and AI commentary — useful for top-down context on the photonics trade
michaelsikand
@michaelsikand
Independent
Photonics / AI research & commentary
Research and commentary specifically on photonics and AI infrastructure
Kaizen Investor
@Kaizen_Investor
Independent
AI supply chain & sector trade analysis
AI supply chain analysis and sector rotation trades — actionable framing
Yeah_Dave
@Yeah_Dave
Independent
Broad macro & space / AI deep commentary
Broad macro commentary with deep dives on space and AI hardware themes
TheValueist
@TheValueist
Independent
AI-oriented research & company analysis
AI-focused research with detailed company-level analysis on tech and hardware names
Substack Newsletters
Photon Capital
@photoncap
Independent
Photonics investing, silicon photonics market analysis
Focused investment analysis on photonics stocks and CPO commercialization trends
Vikram Skr
@vikramskr
Independent
Deep tech & semiconductor investing
Deep-dive analysis on AI infrastructure and photonic semiconductor supply chain dynamics
Crux Capital Group
@cruxcapitalgroup
Crux Capital
Deep tech venture, photonic AI infrastructure
Institutional perspective on photonic AI infrastructure investment and market structure
Note: Expert accounts are curated for research quality. Not all accounts are active on all platforms. Follow at your own discretion.