Author
@jwt0625 jwt0625
grade Bx.com/jwt0625 ↗
Silicon-photonics and optical-interconnect engineer dissecting the AI compute buildout from device physics
Reads and summarizes primary photonics/semiconductor/quantum
trader score
+0.44
hit rate
57%
mean α
+0.28%
signals 14d
60
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 14 scored bets: 57% hit rate, +0.28% mean alpha, trader score +0.44. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 6 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @jwt0625 | · | Argues substantially more investment is needed across the photonics stack to match Chinese capacity expansion. | · | tweet ↗ |
| 2026-08-27 | · | @jwt0625 | · | Suggests thermoreflectance imaging to measure a simulated thermal effect. | · | tweet ↗ |
| 2026-08-27 | · | @jwt0625 | · | Comments skeptically on a 2026 paper's optimistic 55C baseline assumption. | · | tweet ↗ |
| 2026-08-27 | · | @jwt0625 | · | Rejects stacking PIC/EIC beneath memory and GPU dies before direct memory-GPU stacking. | · | tweet ↗ |
| 2026-08-27 | · | @jwt0625 | · | States coherent-lite is catching up with IMDD energy efficiency in pluggable optics. | · | tweet ↗ |
| 2026-08-27 | · | @jwt0625 | · | Likes MHS but relays a laser-locking expert's skeptical assessment. | · | tweet ↗ |
| 2026-08-26 | · | @jwt0625 | · | Cites explicit per-Gbps copper and optical interconnect cost figures. | · | tweet ↗ |
| 2026-08-26 | · | @jwt0625 | · | Discusses optical connectivity standards and packaging approaches without a company-specific implication. | · | tweet ↗ |
| 2026-08-26 | · | @jwt0625 | · | References a bending or vertically curved waveguide emitter research concept. | · | tweet ↗ |
| 2026-08-26 | · | @jwt0625 | · | Cites two papers on vertically curved silicon waveguide emitters and fabrication accuracy. | · | tweet ↗ |
| 2026-08-26 | · | @jwt0625 | · | Describes a broadband beam-steering design with less than 0.03-degree angular variation. | · | tweet ↗ |
| 2026-08-26 | · | @jwt0625 | · | Estimates 100–500 MW of IT capacity and hundreds of thousands of Ascend accelerators. | · | tweet ↗ |
| 2026-08-26 | · | @jwt0625 | · | Questions a $3T hyperscaler-capex estimate and warns about double-counting upstream spending. | · | tweet ↗ |
| 2026-08-26 | CRDO | @jwt0625 | +0.20 | Author reports Broadcom customer interest in microLED interconnects and Credo active LED cables. | +2.8% | tweet ↗ |
| 2026-08-26 | AVGO | @jwt0625 | +0.15 | Author reports Broadcom customer interest in microLED interconnects and Credo active LED cables. | +3.7% | tweet ↗ |
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.