Equity Research - Convequity (Page 5)

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SysMoore & Energy (Pt.3.1) Nuclear Landscape

Nuclear Technology

SysMoore & Energy (Pt.3.1) Nuclear Landscape

The post-nuclear-winter global landscape: decades of underinvestment left the industry dormant just as AI’s insatiable power demand arrives, setting up the policy, supply-chain, and technology gaps that define the next decade’s nuclear investment thesis.

20 min read 21 Feb 2026

SysMoore & Energy (Pt.3)

13 min read 11 Feb 2026

SysMoore & Energy (Pt.3)

SysMoore’s hardware renaissance meets the energy wall — how AI compute’s explosive growth is forcing a fundamental rethink of power infrastructure, unlocking nuclear and natural gas tailwinds amid persistent buildout constraints.

Notes: ASM and the Rising Complexity of Chips & Why ALD Matters More Than Ever

ASM International

9 min read 08 Feb 2026

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 3D architectures, structurally increasing ALD intensity where ASM is strongest. * The transition to GAA, backside power delivery, and 2nm-class nodes creates a multi-year growth cycle driven by process complexity rather than wafer volume. * AI-driven demand

Notes: SiTime and the Rising Importance of Precision Timing in AI Systems

11 min read 30 Jan 2026

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 in AI, and SiTime sits at a critical coordination layer as compute, networking, and interconnect complexity scale non-linearly. * CED is the clear near-term growth engine, with MEMS-based timing content expanding across GPUs, NICs, switches,

Updates: Netskope - Context-Rich Security for the AI Era (Pt.2)

26 min read 23 Jan 2026

Updates: Netskope - Context-Rich Security for the AI Era (Pt.2)

Summary * This section uses a framework to clarify how AI shifts security risk, where Netskope operates today, and where future opportunities and gaps may emerge. * Netskope’s CASB and data-centric roots position it well at interaction and execution layers, but AI posture and agent/workload governance remain key expansion

Notes: Convequity’s Lens on Software 3.0 Investing

26 min read 14 Jan 2026

Notes: Convequity’s Lens on Software 3.0 Investing

Summary * Software 3.0 mirrors the early internet era: AI is in an infrastructure-first phase where most value accrues to chips, data centers, power, and networking, while the true application winners largely do not yet exist. * The public SaaS universe is structurally impaired, with slowing growth, high SBC, compressed

Updates: Netskope - Context-Rich Security for the AI Era (Pt.1)

31 min read 08 Jan 2026

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 origins, which have compounded into deep SaaS semantics and transaction-level context as enterprise environments become more complex. * Long-standing investment in DLP and app “grammar” enables granular, workflow-preserving controls, positioning Netskope to govern data