The idea
Follow the topic. Not the noise.
A feed shows you everything and explains nothing. Kindal follows a topic across every source that touches it — filings, research, contracts, patents, data — and gives you only what changed, why it matters, and where it's heading.
!Major
Optical interconnect named the next AI infrastructure bottleneck
Research paper
●New
Broadcom extends lead times on 800G optics
SEC filing · 2h
↑Strengthening
A third hyperscaler commits to co-packaged optics
Earnings call · today
◎Watching
TSMC ramps silicon-photonics capacity toward 2027
Industry data
↓Weakening
Demand for legacy pluggable optics softens
Analyst note