@crux_capital_ crux_capital_

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

crux_capital_ is heavily focused on AI networking and optical infrastructure, with disclosed longs around GLW, CIEN, NOK, COHR, LITE, MRVL, AAOI and newer additions OUST, AMBA, INOD. The distinctive read is that broad optical scale-out winners like GLW and NOK may be more durable than pure-play optics, while AAOI could benefit from AMD-related supply-chain optionality but needs explicit oversupply and thesis-breaker work. Late in the window, the author surfaced more risk framing around optical oversupply and AAOI while staying bullish on the core theme.

The author stayed concentrated in AI optical infrastructure, especially GLW, NOK, COHR, CIEN and AAOI, while adding or planning adds in OUST, AMBA and INOD. Conviction appears consistent in broad optical scale-out winners and intensifying in AAOI risk work, where the author remained bullish but increasingly emphasized oversupply, capacity and thesis-breaker analysis. Pump-risk is most visible in AAOI because it dominates the optical supply-chain optionality discussion.

Alignment separates skin-in-the-game from commentary: ✓ = the author discloses a position consistent with their talk; “call (no pos)” = directional call without a disclosed position; “commentary” = opinion only.

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Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.