Every AI boom has its moment. |
Right now, we're living in one. Chips are hot, models are growing, and capital is pouring in. |
But there's something few are talking about. And it's not a chip or a cloud service. It's not another headline-friendly ticker. |
It's something deeper. |
Something that lives in the infrastructure layer. The layer that breaks while everyone's chasing GPUs. |
And the moment we saw it, we knew: this is the most misunderstood trade in the AI stack. |
Compute Alone Doesn't Scale AI |
Everyone's throwing billions at compute. And yes, you need it. |
But AI doesn't live on chips alone. |
Massive models require massive coordination. Thousands of GPUs, working in tandem, across racks, clusters, and data centers. |
That coordination demands bandwidth and fast, frictionless, light-speed data movement. |
And that's where traditional infrastructure is falling short. |
Copper lanes can no longer keep up with the bandwidth demands of 800G and 1.6T interconnects. |
Energy consumption is skyrocketing, pushing power and cooling systems to their limits. |
Latency between GPUs is now a real bottleneck for scaling large model training. |
Which is why, behind the scenes, photonics is taking over. |
The Company No One's Watching… Yet |
While the world was busy bidding up AI's biggest names, we found something different. |
A strategically positioned small-cap company building the one component that could relieve the pressure in the entire AI interconnect layer. |
They've developed a photonic integration platform that works, and it scales. |
They're shipping next-gen optical engines. They've secured manufacturing. They've raised capital. And they're plugged into the vendors that plug into the giants. |
In mid-July, the market woke up. |
The stock surged over 50% in less than two weeks. Volume exploded. Momentum took off. |
And then came the breather, which is why now we're making our move and staking our claim. |
Because for a setup this strong, we aren't going to wait for a second leg. |
We're going to initiate on confirmation, before the next wave hits. |
The Trigger Has Been Pulled |
As soon as the market opens this morning, we're in. |
As of today, we've officially added this company to the Moonshot Minute portfolio. |
Premium Members can scroll down for the name, our buy zone, and why we believe this could be one of the most asymmetric trades we'll take in 2025. |
And if you're not a Premium Member yet? |
You can upgrade below and get instant access to the full breakdown. |
You've seen what early entries look like in our system. |
This one checks every box. |
A critical problem no one's solving A deep-tech moat the market is underpricing An entry point with fresh momentum and institutional tailwinds
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And now it has our conviction behind it. |
This isn't one to watch. This is one to act on. |
If you're a Premium Member, you'll see the full write-up below. If you're not a Premium Member, you'll get the chance to join. |
See you below, |
Double D |
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🔓 Premium Content Begins Here 🔒 |
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In today's Premium Section, I have a new recommendation I'm buying during this AI infrastructure buildout. | I hope you've been paying attention because we're currently beating the S&P nearly 3-to-1 since mid-April | Most financial newsletters charge $500, $1,000, even $5,000 per year. Why? Because they know they can. | I don't. | I built my wealth the old-fashioned way, not by selling subscriptions. | That's why I priced this at $25/month, or $250/year. | Not because it's low quality, but because I don't need to charge the typical prices other newsletters charge. | One good trade, idea, or concept could pay for your next decade of subscriptions. | The question isn't 'Why is this so cheap?' The question is, 'Why would I charge more?' | 👉 Upgrade to Premium Now | P.S. If this newsletter were $1,000 per year, you'd have to think about it. | You'd weigh your options. You'd analyze the risk. | But it's $25 a month. | That's the price of a bad lunch decision. | And remember, just one good idea could pay for your subscription for a decade. | 👉 Upgrade to Premium Now | |
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