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Funda AI x Fabian
We will have announcements out on X soon but I wanted to give you a heads up first.
May 29
•
Fabian
28
12
2
Adtran Holdings
A small-cap optical and Data Center Interconnect vendor with AI-buildout exposure
May 28
•
Fabian
10
2
Semtech Q1 FY27 Earnings Call Recap and Summary.
A data center inflection underway, HieFo, and scale-across emerges as a strategic theme
May 26
•
Fabian
18
5
1
Six Months After Ironwood: A Reflection on My First Half-Year on Substack
How one article rewired my career, the names that moved, and a transition I'd like to share
May 21
•
Fabian
19
4
4
Keysight Technologies, Inc.
The instrument shop behind every 800G and 1.6T transceiver. Upside above consensus.
May 19
•
Fabian
10
2
5
Scale Across, Confirmed
A four-way cross-read of Arista, Coherent, Lumentum, and Nokia
May 9
•
Fabian
10
4
Untangled
CPO, short copper, and the test bench underneath
May 8
•
Fabian
27
2
5
April 2026
Mycronic Anxiety with all so-called Photonics Bottlenecks
A Swedish industrial compounder with a German photonics unit, the CPO "bottleneck", and the gap between narrative and physics.
Apr 27
•
Fabian
12
1
1
The Third Tier: Scale-Across Like Kriss Kross
The coherent optics tying AI campuses together, and why frontier training has outgrown a single building
Apr 22
•
Fabian
15
4
5
Credo Technology Acquires DustPhotonics
Another Credo Bear Bites the Dust!
Apr 14
•
Fabian
25
9
5
The Other Names in Optical Test & Measurement
A List of Publicly Traded Companies Beyond the Usual Suspects
Apr 9
•
Fabian
26
1
HUBER+SUHNER: the Swiss Niche Player Riding the AI and Defense Wave
Not chocolate, but just as Swiss!
Apr 6
•
Fabian
20
2
8
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