Photonics/Physical AI Company Coverage On Substack https://t.co/Dohj9x6xib
Cite asCryptoQuant has tracked the directional calls on FN by @Gaetano2026 on X since Nov 2025: not yet scored on FN (as of Nov 11, 2026).
Other assets covered (19)
6 FN calls on record, a thin history.
Relative view by default: fewer than 30 FN calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Gaetano2026 to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Nice to see some constructive moves with earnings after hours! $FN up ~13% $AEHR up ~15% $LSCC up ~8% $ON down ~2% Very rough market for the AI trade. But at least good earnings are being rewarded
View original →$FN earnings are out and the growth is accelerating. Q1: Revenue of $1.475B, up 51% YoY and above the $1.375B–$1.425B guide Adjusted EPS of $4.34, above the $4.10–$4.25 guide Adjusted operating margin of 10.8% Q2 guide Revenue of $1.60B–$1.65B, up another 10% QoQ at the midpoint Adjusted EPS of $4.77–$4.92 Management cited broad demand across multiple programs and new product ramps. Another strong data point for the optical buildout! Let's see what the call brings
View original →$FN very very good earnings https://t.co/Y8BrPlmuNc
View original →Which optical stocks are you watching this week? $LITE $COHR $AAOI $TSEM $FN It's going to be one for the books! https://t.co/zWv2db6Hfm
View original →This is going to be a massive week for optical networking. Monday, November 2 $TSEM ER PM $FN ER AH Wednesday, November 4 $GFS ER PM $COHR and $VIAV ER AH Thursday, November 5 $MTSI ER PM $AAOI ER AH $LITE ER AH Then there’s the potential $MRVL / $LITE deal. Bloomberg and Reuters reported advanced talks. The latest reporting points to a possible all-stock deal without a large premium, potentially announced this week. Nothing has been confirmed, and the exchange ratio and terms remain unknown. Between the earnings and a potential deal, we’re about to get a much clearer picture of optical demand, capacity and the competitive landscape. Hopefully the market can be productive and allow any good earnings to be rewarded
View original →
