Themes - SysMoore & Energy (Pt.3.2) Reactor Design & Fuel
Summary
* The U.S. must shift from custom, one-off nuclear plants to
Equity Research
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
Updates: Fortinet - The Convergence of Network, Security, and the Physical World
Summary
* Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
Notes: AI Bubble? Refining the Forward ROIC
Summary
* The refined forward ROIC model focuses on Microsoft, Amazon, and Google,
Notes: AI Bubble? Spending, Risks, and Returns — A High-Level Assessment
Summary
* Hyperscalers’ AI capex is soaring past historical limits, forcing creative financing
Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution
Summary
* Record 1Q26: $533.8m revenue (+58% YoY) with next-quarter guide $630–