@jwt0625 jwt0625
Silicon-photonics and optical-interconnect engineer dissecting the AI compute buildout from device physics
Reads and summarizes primary photonics/semiconductor/quantum
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.
Across their last 13 scored bets: 54% hit rate, +0.61% mean alpha, trader score +0.83. Their last-14d mentions, direction-adjusted, have moved +5.6% since posting (mean over 10 mentions with price data).
This author is focused on optics, photonics, optical interconnects, TPU/HPC architecture, and adjacent ultrasound-on-chip research rather than explicit trade calls. The only ticker-linked work is light, research-oriented coverage of GOOGL TPUs and IBM optical interconnect architecture, with no directional calls, position disclosures, or news breaks. Distinctive read is that AI-scale compute may require a step-change in optics/photonics volume and packaging capability.
No explicit long, short, add, trim, or exit signals appear in the window. The author’s attention is concentrated in optics/photonics infrastructure, transceiver power scaling, TPU/HPC architecture, and device-level research, with only light neutral ticker linkage to GOOGL and IBM. There is no support for a position flip or trade conviction shift from the supplied signals.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @jwt0625 | · | Cites AI cluster paper arguing power-constrained systems should throttle GPUs and add more. | · | tweet ↗ |
| 2026-07-01 | · | @jwt0625 | · | Cites paper on detachable glass waveguide connector for co-packaged optics. | · | tweet ↗ |
| 2026-06-29 | TSM | @jwt0625 | +0.20 | Brief positive/imaginative reference to TSMC, but context is thin. | -4.6% | tweet ↗ |
| 2026-06-27 | · | @jwt0625 | · | Shares paper on stoichiometric LiNbO3 single-crystal fibers for nonlinear optical applications. | · | tweet ↗ |
| 2026-06-27 | · | @jwt0625 | · | Uses lithium niobate fibers to argue reindustrialization will take 40 years. | · | tweet ↗ |
| 2026-06-25 | · | @jwt0625 | · | Compares InP and silicon wafer costs with explicit numeric estimates. | · | tweet ↗ |
| 2026-06-24 | · | @jwt0625 | · | Cites chip channel count and coupling efficiency from old optical work. | · | tweet ↗ |
| 2026-06-24 | · | @jwt0625 | · | Long-form optical interconnect framework with future AR-glasses supply-chain angle. | · | tweet ↗ |
| 2026-06-24 | · | @jwt0625 | · | Mentions missed DRAM trajectory using old HPC chip-count datapoints. | · | tweet ↗ |
| 2026-06-24 | AMZN | @jwt0625 | +0.05 | Mentions Amazon or Microsoft FCC filing around mmWave/THz wireless data centers. | +3.6% | tweet ↗ |
| 2026-06-24 | MSFT | @jwt0625 | +0.05 | Mentions Amazon or Microsoft FCC filing around mmWave/THz wireless data centers. | +6.8% | tweet ↗ |
| 2026-06-24 | · | @jwt0625 | · | Notes mux design used in VCSEL-based CWDM transceivers. | · | tweet ↗ |
| 2026-06-24 | · | @jwt0625 | · | References server systems classification and optical interconnect paper. | · | tweet ↗ |
| 2026-06-24 | IBM | @jwt0625 | +0.25 | Highlights IBM server interconnection hierarchy as relevant to rack optics. | +10.1% | tweet ↗ |
| 2026-06-24 | AVGO | @jwt0625 | +0.25 | Positive but asks Broadcom/OpenAI to show trays, racks and interconnects. | -5.7% | 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.