KawzInvests
@KawzInvests • 117,762 subscribers
Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD
Videos
Earlier this year, $LITE CEO Michael Hurlston reported that Lumentum was under-shipping optical demand by 30%. At the Global Photonics Economic Forum, he revealed that the projected deficit has now expanded to 70%: "Next year, with the advent of CPO and NPO in 2027, our estimate is that we are going to be under shipping demand by 70% literally 70%. So we can only supply 30% of what we're being asked to supply." He noted that Lumentum is actively having to allocate customer supply, with management not projecting market supply and demand to reach balance until 2029 or 2030. $LITE $COHR $AAOI
KawzInvests105,982 views • 4 days ago
Unitree Robotics just filed to go public on March 20th targeting a $7 billion valuation. Most people have no idea what this company actually is. Here is why this might be the most important robotics IPO of the decade. Unitree shipped 5,500 humanoid robots in 2025. Figure AI shipped roughly 150. Agility Robotics shipped roughly 150. Unitree did $246 million in revenue last year, up 335% year over year, and they are actually profitable. Figure AI is valued at $39 billion with near zero revenue and is still private. Unitree wants $7 billion with real numbers. The price point is what separates them from everyone else. Their G1 humanoid sells for $13,500. Competitors charge $50,000 to $130,000. Their newest R1 humanoid launching in April starts at $4,900. Nothing comparable exists at that price anywhere in the world. They hold roughly 32% of the global humanoid market and 70% of the quadruped market. The moat is vertical integration. They self develop over 90% of core components including motors, reducers, controllers, sensors, and all software. Real clients include PetroChina, Sinopec, State Grid, and China Mobile. This is not a research project. Product is shipping at scale. This is listing on China's STAR Market, not Hong Kong, not the US, which makes access extremely difficult for international investors. The risks are real. The US House Select Committee on the CCP has formally requested Unitree be blacklisted. Their robots appeared in PLA military exercises in 2024. Tariffs have already nearly tripled the US price of the G1. $TSLA Optimus is targeting sub $20,000 pricing with automotive scale manufacturing backed by $NVDA compute. If they execute, the price advantage shrinks fast. But this is still the only profitable pure play humanoid robotics company in the world growing at 335% a year, valued at a fraction of its loss making peers. Goldman projects the humanoid market at $38 billion by 2035. Morgan Stanley goes to $5 trillion by 2050. Unitree currently holds the largest market share of any humanoid manufacturer on the planet. Full breakdown coming soon. $TSLA $NVDA
KawzInvests74,078 views • 6 months ago
If I could invest into one private company right now it would be Fireworks Fireworks AI serves 40 trillion tokens a day. They run inference for open-weight and customer-tuned models. Over 95% of those tokens come from models tuned on a customer's own data rather than off-the-shelf frontier models. Revenue passed $1B annualized in July, up 5x year over year. They raised $1.505B at a $17.5B valuation on July 15. Eight months earlier they were valued at $4B. "Fireworks is the TSMC of AI Factories." Jensen Huang
KawzInvests19,940 views • 1 month ago
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: "We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to work with every connector vendor, EVERY SINGLE SILICON PHOTONICS COMPANY." $AAOI $COHR $LITE $CIEN $FN $MU $SNDK $EWY
KawzInvests 🦑50,630 views • 6 months ago
No more content to load