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Deep Dives
Build in-depth understanding. Connect the product, numbers, flywheel, moat, risks, and opportunity through unique company research.
12 posts
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How to invest in AI energy
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My investment framework: how I select winners
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A new position: my asymmetric bet on edge data center energy
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From $3 billion to $91 billion market: A deep dive into the photonics value chain
Ouster - The eyes of AI
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AI photonics: All roads lead to Sivers
AI memory deep dive: Understanding the industry and who's to benefit
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Deep dive: Applied Optoelectronics - Let there be light
