Akmal Kurbanov

[Damnang @damnang2]

I have made the following paid articles free.

I believe basic knowledge of optics, especially CPO, is something everyone should understand, so I decided to make all of my previously paid articles on this topic available for free.

I can confidently say that if you read all of these articles, you will be able to build your own conviction on CPO.

Please stop by my Substack, subscribe, and enjoy the articles below.

The War of Light Has Begun: https://t.co/AApOwRrrE2

The War of Light, Part2 - Who's at the Table, Who's Not, and Who's Hiding: https://t.co/NYIiSW9EDg

Why CPO Is Becoming inevitable? [CPO Special Part1]: https://t.co/dTuQLNYrjL

CPO, Fully Dissected [CPO Special Part2]: https://t.co/4pe27hwVbh

The Illusion of CPO [CPO Special Final]: https://t.co/D3dTDXOJ58

[Akmal Kurbanov @Akmal_CPH]

@damnang2 GOAT

[Damnang @damnang2]

Optics has been one of the hottest themes in AI infrastructure investing over the past year.

But if you look at the recent market action, it almost feels like investors have temporarily moved away from the optical theme.

So is the optical theme really over?

After speaking with many optical industry professionals in Silicon Valley, my view is closer to the opposite. The next chapter of optical investing may begin with the full scale production of CPO.

In this article, I break down the full CPO supply chain map in detail. I also share what I am hearing from people in the field, the investment theses that fit this shift, and the investment strategy that follows.

By the end of this article, I believe you will be much better prepared for the next round of optical investing.

[Akmal Kurbanov @Akmal_CPH]

@TheValueist Month end rebalancing

[Akmal Kurbanov @Akmal_CPH]

@kingkang80 Earnings tomorrow

[Akmal Kurbanov @Akmal_CPH]

@almshf4 @grok He has big heart

[Akmal Kurbanov @Akmal_CPH]

@Bunny_ngl Bernard

[Akmal Kurbanov @Akmal_CPH]

@Dea_rBoss Tennis court lines are weird

[Akmal Kurbanov @Akmal_CPH]

@Tazerface16 Who is Isaac Newton?

[Akmal Kurbanov @Akmal_CPH]

@LaminarRed They have earnings?

[Akmal Kurbanov @Akmal_CPH]

@romanchernin Bravo

[Akmal Kurbanov @Akmal_CPH]

@jimcramer @DivesTech Please stop

[Akmal Kurbanov @Akmal_CPH]

@thinkingwest Strasbourg?

[Akmal Kurbanov @Akmal_CPH]

@Dimka_Fedorov @mannoroch Manuel’s?

[Akmal Kurbanov @Akmal_CPH]

@SergejTalk Болван. Она была губернатором штата Ю.Дакота 6 лет, Конгрессменшей от этого штата еще 8 лет. А чего добился ты?

[Akmal Kurbanov @Akmal_CPH]

@theficouple Life is short

[Akmal Kurbanov @Akmal_CPH]

@HumansNoContext That one will reach the end or die faster if takes a bumpy road

[Akmal Kurbanov @Akmal_CPH]

@TheFlatEartherr Facelift

[David Ondrej @DavidOndrej1]

if you're in Software...

read this:

[Akmal Kurbanov @Akmal_CPH]

@tunguz Salieri vs Mozart