We Just Added This to the Portfolio

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

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

🔓 Premium Content Begins Here 🔒