PhotonCap

12 atoms · 跨 10 天 · 首见 2026-04-15 · 最近 2026-06-11

三色: 🟦 fact 6 · 🟥 take 6 · stance ▲2/▼4/◆3

来源: X 12

时态: fresh:10 · aging:1 · stale:1

标签: 好观点:5 · 好思考:4 · 好数字:2 · 好问题:1

叙事 (narrative) (5)

• 2026-05-21 · 参加活动的愿望
  I wish I attened this event....
  tags: 好思考 · → daily
• 2026-05-06 · 交易哲学
  Do not be afraid. As if photonics could ever die!
  tags: 好思考 · → daily
• 2026-06-11 · 定位光电子多头持仓
  such as axti, soi (substrate), lite, sivef, aaoi, cohr (source, material, etc.), form, keys, aehr (testing), amat (equipment), ...
  tags: 好观点 · → daily
• 2026-05-18 · 内容被抄袭
  dude is stealing your content??
  tags: 好问题 · → daily
  value: qty= · date=2026-05-18
• 2026-04-15 [老化中] · sold NVDA
  I sold again
  tags: 好观点 · → daily

立场 (position) (1)

事实 (fact) (6)

• 2026-05-03 · Substack订阅状态
  I am discontinuing my X subscription and moving over to Substack.
  tags: 好数字 · → daily
  value: direction=transition
• 2026-05-06 · laser 분할 기술 한계
  You can split one laser into multiple channels (that's how comb sources work), but you can't meaningfully combine multiple lasers into one channel — the phases are incoherent, so you lose power at the combiner and can't modulate the combined beam properly.
  tags: 好思考 · → daily
• 2026-05-06 · 1.6T 통신에 중요한 사양
  What matters for 1.6T isn't total aggregate power across lasers. It's per-channel power — whether a single laser source delivers enough mW to survive modulator insertion loss, coupling loss, and still close the link budget at the receiver. That's the spec that matters.
  tags: 好思考 · → daily
  value: qty=NA
• 2026-04-27 · 营收环比变化
  @PhotonCap -5% Revenue QoQ
  tags: 好数字 · → daily
  value: qty=-5% · direction=QoQ
• 2026-05-28 · 未阅读文章
  I didn't read it
  tags: 好观点 · → daily
• 2026-05-13 · 持仓状态
  I am holding it and negative profit yet
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-11 · narrative · 定位光电子多头持仓 · → daily
• 2026-05-28 · fact · 未阅读文章 · → daily
• 2026-05-21 · narrative · 参加活动的愿望 · → daily
• 2026-05-18 · narrative · 内容被抄袭 · → daily
• 2026-05-13 · fact · 持仓状态 · → daily
• 2026-05-09 · position · skepticism on neo clouds · → daily
• 2026-05-06 · fact · laser 분할 기술 한계 · → daily
• 2026-05-06 · fact · 1.6T 통신에 중요한 사양 · → daily
• 2026-05-06 · narrative · 交易哲学 · → daily
• 2026-05-03 · fact · Substack订阅状态 · → daily
• 2026-04-27 · fact · 营收环比变化 · → daily
• 2026-04-15 · narrative · sold NVDA · → daily

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