Gaetano
Independent equity analyst focused on optical networking, photonics, AI infrastructure, and the technologies enabling next-generation data centers. His research connects technical shifts across the supply chain with their pote
- Top in Finance
- #235
- Paid leaderboard
- #51
- Subscribers
- 9.0K
- Paid subscribers
- 1,000+ paid
- Badge
- Bestseller 1k
- Followers
- 12K
- Paid plan
- $40/mo
- Recommends
- 0
rounded by Substack
other newsletters
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
LITE 2MRVL 2AKAMAMBAAVGOCIENCOHRCRDOGFSINDIINODMXL
Read from 12 post headlines in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
9.0K on Sep 10, 2026 → 9.0K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #235 today · #232 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 45%
- Best rank seen
- #229
- Rank, 7 days
- −3 places
- Followers added
- −21
- Posts
- 27
- Reactions per post
- 10
- Reactions tracked
- 307
- Tickers covered
- 19
of 525 ranked finance newsletters
on Sep 29, 2026
since tracking began
last 30 days
average, recent posts
across 31 posts
in tracked posts
Most-reacted post we have seen: AVGO (Broadcom) Earnings + Signals for Networking (Free Article) — 25 reactions on Sep 3, 2026.
Recent posts
- TSEM: The Foundry Behind the Optics Ramp
- All That Happened This Past Week. And What This Week Will Bring.
- AKAM: My Newest Position. Let’s Visit the Thesis and Financial Model
- INDI at $3: Why I Think the Setup Is Compelling
- Major Optical Updates. Main Takeaways From ECOC
- A Second-Order Way to Play Agentic Shopping
- INOD up ~20% Today. What Happened?
- Why AMBA Is One of My Largest Physical AI Positions & What I Think It Could Be Worth
- 5 Good Looking Physical AI Charts
- The Company I Want to Own, and the Price I’m Waiting For
- I Went Down an AI Infrastructure Rabbit Hole. These 5 Stocks Came Out of It.
- $MRVL Just Gave Us Another Reason to Look at $GFS
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Gaetano. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.