other ยท saved June 17
Damnang makes paid CPO articles free
Damnang made his paid Substack articles on co-packaged optics free to broaden investor understanding of the AI infrastructure theme.
Damnang announced on June 17 that he made his previously paid articles on optics and CPO available for free. The evidence confirms the announcement and identifies one specific article, 'The Market Doesn't Know CPO Yet', published June 07, 2026, which was marked as Paid. The post's claim that he made his paid articles free is supported by the Substack note and the X post.
What it asserts
- Damnang made his previously paid articles on optics and CPO available for free.
- Basic knowledge of optics and CPO is something everyone should understand.
- Reading all the articles will allow readers to build their own conviction on CPO.
Evidence
Source 1 shows an article titled 'The Market Doesn't Know CPO Yet' dated Jun 07, 2026, marked 'Paid'. Sources 2 and 3 confirm the announcement that paid articles were made free.
I have made the following paid articles free.
This is an opinion stated by the author. The evidence confirms the statement was made but cannot objectively verify the subjective belief.
I believe basic knowledge of optics, especially CPO, is something everyone should understand
Source 3 confirms the author made this claim. Source 1 shows the content covers the CPO supply chain and bottlenecks, but the outcome for readers is subjective.
if you read all of these articles, you will be able to build your own conviction on CPO.
Why it matters
For traders and infra builders, this provides free access to a detailed breakdown of the CPO supply chain and component bottlenecks. It removes the paywall barrier to understanding the second phase of the optics trade.
Keep
- Damnang's article 'The Market Doesn't Know CPO Yet' is now free.
- The article covers the CPO supply chain, component origins, and bottleneck identification.
- The announcement was cross-posted on X and Substack on June 17 and 18, 2026.
Next
- Read 'The Market Doesn't Know CPO Yet' to understand the CPO supply chain and identify bottlenecks versus bystanders.
- Review Damnang's other free articles on optics to build a comprehensive view of the AI infrastructure theme.
Still open
- What are the specific titles and dates of the other previously paid articles that were made free?
- What is the current market sentiment or pricing on CPO-related stocks following the early production ramp?
Sources
- The Market Doesn't Know CPO Yet - Damnang Researchwww.damnang.com
- I've made my paid Substack articles on CPO free! Please repost the post ...x.com
- Damnang (@damnang): "I have made the following paid articles free. I ...substack.com
How this was researched
co-packaged optics CPO technology overview