Themes - SysMoore & Energy (Pt.3.2) Reactor Design & Fuel
Summary
* The U.S. must shift from custom, one-off nuclear plants to
Themes - SysMoore & Energy (Pt.3.1) Nuclear Landscape
Themes - SysMoore & Energy (Pt.3)
Summary
• AI is turning data center demand into a continuous power load,
Notes: ASM and the Rising Complexity of Chips & Why ALD Matters More Than Ever
Summary
* Semiconductor scaling is shifting from lithography alone to materials precision and
Notes: SiTime and the Rising Importance of Precision Timing in AI Systems
Summary
* Precision timing has shifted from commodity infrastructure to a system-level constraint
Netskope: Context-Rich Security for the AI Era (Pt.2)
Summary
* This section uses a framework to clarify how AI shifts security
Notes: Convequity’s Lens on Software 3.0 Investing
Summary
* Software 3.0 mirrors the early internet era: AI is in
Updates: Netskope - Context-Rich Security for the AI Era (Pt.1)
Summary
* Netskope’s core advantage in SASE stems from its CASB-first, data-centric
Notes: Light is the Future (Pt.2)
Summary
* The optical supply chain bottleneck into 2026 is EML capacity, with
Notes: Light is the Future (Pt.1)
Summary
* DeepSeek, Huawei, and then AVGO in 2025 pulled forward the timeline
Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.2)
Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.1)
Summary
* PANW is well positioned for AI but still not treated as