Equity Research - Convequity (Page 2)

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Powering AI From Orbit: MACOM, Coherent, STM, Hamamatsu (Pt.4)

Powering AI From Orbit: MACOM, Coherent, STM, Hamamatsu (Pt.4)

Heritage determines the clear near-term winners in Space DC optical networking (2026–2029), while inter-orbit links represent the only category of truly incremental photonic demand.

12 min read 23 May 2026

Aixtron: The Growth Step (Pt.1)

15 min read 16 May 2026

Aixtron: The Growth Step (Pt.1)

The quiet German monopoly behind the compound semiconductor chips that AI data centers cannot be built without.

SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.3)

15 min read 11 May 2026

SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.3)

The orbital AI data center as tight satellite clusters: redefining photonic demand and unlocking compute beyond Earth’s physical limits.

Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era

20 min read 07 May 2026

Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era

Palantir’s “NVIDIA moment” is here: Q1’s 85% growth and 145 Rule of 40 validate AIP’s compounding platform fit while governance moats secure the agentic era.

SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.2)

19 min read 04 May 2026

SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.2)

AI compute has outgrown Earth’s power, cooling, and land walls — Starship and advanced solar cell chemistry now make the orbital Musk Stack economically inevitable.

Soitec - Where Silicon Photonics Begins

27 min read 30 Apr 2026

Soitec - Where Silicon Photonics Begins

The near-monopoly on Photonics-SOI wafers that every leading silicon photonics foundry depends on as the starting material for AI’s optical interconnect boom.

SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.1)

13 min read 25 Apr 2026

SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.1)

Space solar’s ~10× efficiency edge over terrestrial limits — powered by Musk’s self-reinforcing loop of xAI demand, SpaceX launches, and Starship’s killer app.