PhotonCap
PhotonCap published 74 pieces between 2026-04-28 and 2026-10-09, covering 33 tickers plus 1 macro pieces with no single ticker. Quant Data extracted 2,152 discrete claims from them, of which 68 were directional statements on a named ticker. Over the last 30 days it published 4 pieces, about 0.9 a week. These are counts of what was published, not a judgement of it.
No audit result is shown for PhotonCap. Results appear on this site only for sources whose full posting history has been through the finance-influencer audit and whose grade is published under that page's naming policy.
What kind of claims it makes
| Claim type | Count | Share |
|---|---|---|
| numbers on the record | 832 | 39% |
| competitive notes | 286 | 13% |
| risks | 230 | 11% |
| falsification points | 203 | 9% |
| catalysts | 179 | 8% |
| theses | 163 | 8% |
| contrarian points | 90 | 4% |
| directional statements | 68 | 3% |
| omissions flagged | 53 | 2% |
| valuation points | 48 | 2% |
Claim types are assigned during ingestion. "Omissions flagged" counts places where the reader noted a piece gave a view without a target, a timeframe or a falsification condition.
Tickers it writes about most
Each piece is tagged with one primary ticker; passing mentions are not counted.
Most recent pieces
| Date | Ticker | Title |
|---|---|---|
| 2026-10-09 | — | SK hynix’s HBF and microLED: Who Gets the Land on the SoC Edge? |
| 2026-10-01 | TSEM | The Silicon Photonics Foundry Layer: Who Can Actually Make a PIC |
| 2026-09-29 | 000660.KS | SK hynix's DRAM on Logic: Who Stacks It, and Who Buys the Bonders? |
| 2026-09-24 | 000660.KS | SK hynix's In-House 2.5D: Validation Comes Before Commercialization |
| 2026-09-21 | 000660.KS | SK hynix’s Four Packaging Paths: Where Is the Fight After HBM? |
| 2026-09-20 | LITE | Is a Slow Mirror Fast Enough? OCS Technology Economics and Market Flow |
| 2026-09-17 | BESI | [Investment Map] 22 Listed Companies in the Hybrid Bonding Value Chain |
| 2026-09-16 | CRDO | The Dispersion Problem in microLED Optical Interconnects: Credo’s 30 Meters, MOSAIC’s Data, and the Hyperlume Patent |
| 2026-09-14 | COHR | Memory Made at Home, GPUs Imported, Optics Blank: The Third Layer of Korea's Sovereign AI Procurement |
| 2026-09-10 | GFS | [Investment Map] 23 Companies in the Quantum Cycle: From Materials to Logical Qubits |
| 2026-09-04 | MRVL | Marvell Drew Its Own Plasmonics Map in June: Two Overlapping Targets and an Unnamed Material |
| 2026-08-27 | NVDA | AI Infrastructure Value Chain: The PhotonCap Reading List (8/27/2026) |
Days with a written note
- October 9, 2026 — Seven research pieces from six publishers: SpaceX's spectrum acquisition, OpenAI's revenue targets, and a wave of technology sector updates
- October 1, 2026 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- September 4, 2026 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
Counts are computed from Quant Data's ingestion ledger of PhotonCap's pieces, drawn from publicly available Substack newsletters that Quant Data accesses through paid subscriptions. Titles belong to the publisher. Educational only: not investment advice, not a recommendation.
Free daily notes by email
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