May. 8 at 12:58 AM
Optics/photonics have been absolutely ridiculous this year.
But.
There is much more upside left if you step away from rack scale networking and data center applications and look at manufacturing and physical AI.
It’s really the same logic.
Better connections, bandwidth and networking will be needed at the industrial scale.
This means connecting wireless and physical parts and building entire factories, campuses, hospitals, etc… that can actually deploy the physical AI, robotics, etc… that we are building towards.
This space is also very thin, but we have found a name that is undoubtedly a leader, with over 100% upside, that the market is just ignoring for now (just like optics before last year) because it’s just around the corner rather than here and now.
A <
$5B market cap that can now rival
$CSCO $ANET $HPE etc… in their field with a full stack of offerings… unknown.
We have a full thesis and deep dive out now:
https://kryptonresearch.substack.com/p/connecting-the-future
