Equity Research - Convequity (Page 4)

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

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.

19 min read 04 May 2026

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.

Notes: POET Technologies - The Optical Interposer Thesis

POET Technologies

13 min read 20 Apr 2026

Notes: POET Technologies - The Optical Interposer Thesis

POET’s Optical Interposer replaces costly active alignment with wafer-level pick-and-place packaging, opening AI optical engines to high-volume CMOS-scale manufacturing.

Notes: The Bottleneck Heuristic — Blackwell's Gauntlet, the ASIC Breakout, and the Optical Chokepoint (Pt.2)

21 min read 15 Apr 2026

Notes: The Bottleneck Heuristic — Blackwell's Gauntlet, the ASIC Breakout, and the Optical Chokepoint (Pt.2)

Blackwell’s packaging, cooling, NVL72, and on-chip SFU bottlenecks exposed NVDA’s gauntlet — while Google’s AVGO-designed TPUv7 shattered the ASIC skepticism and the optical chokepoint tightened into 2025’s defining constraint.

Notes: The Bottleneck Heuristic - Where Scarcity Meets Capability in the AI Value Chain (Pt.1)

16 min read 10 Apr 2026

Notes: The Bottleneck Heuristic - Where Scarcity Meets Capability in the AI Value Chain (Pt.1)

The investment framework that separates signal from noise: where critical supply scarcity collides with AI’s exploding capability demand to create durable pricing power and mispriced opportunities across the value chain.

SysMoore & Energy (Pt.3.2) Reactor Design & Fuel

14 min read 03 Mar 2026

SysMoore & Energy (Pt.3.2) Reactor Design & Fuel

Industrialized modular SMR manufacturing is the only viable path to meet AI-driven nuclear demand — but advanced coolants, HALEU fuel, and TRISO fabrication bottlenecks will decide which designs (and which public companies) actually scale.