Equity Research - Convequity (Page 9)

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Notes: Huawei’s 910C and CM384: A Strategic Shock to the NVIDIA Thesis (Pt.1)

Notes: Huawei’s 910C and CM384: A Strategic Shock to the NVIDIA Thesis (Pt.1)

Summary * Huawei’s 910C and CM384 achieve H100-class and Blackwell-scale performance using older nodes, challenging the idea that leading-edge silicon is NVIDIA’s unassailable moat. * System-level innovations and full-stack integration enable Huawei to deliver better real-world efficiency and scalability in key AI workloads. * While uninvestable, Huawei’s rise threatens NVIDIA’s pricing power and dominance in China and may erode global competitive differentiation over time. Executive Summa

14 min read 02 May 2025

Cloud Security Outlook: From Compliance to Real-Time Protection (Pt.1 - CWP)

23 min read 29 Apr 2025

Cloud Security Outlook: From Compliance to Real-Time Protection (Pt.1 - CWP)

Summary * The standard for cloud security has become a comprehensive platform, where vendors integrate posture, workload, and runtime protection to solve the “cloud security trilemma.” * As enterprises race to deploy AI across their operations, cloud infrastructure becomes essential — amplifying demand for scalable, real-time cloud security solutions. * Part 1 focuses

Notes: The Only Way Not to Be Replaced by AI is to Invest in AI

AI jobs displacement

5 min read 22 Apr 2025

Notes: The Only Way Not to Be Replaced by AI is to Invest in AI

Summary * AI democratizes software creation, but capitalism rewards scale, risking economic dilution rather than widespread prosperity. * Non-revenue-generating roles face significant AI displacement; revenue-generating roles will expand until marginal returns diminish. * Platforms like GitLab, Klaviyo, and Salesforce should benefit as they leverage AI to empower productivity and scale

Notes: Meta - Could Meta AI Transform The Advertising Landscape

6 min read 18 Apr 2025

Notes: Meta - Could Meta AI Transform The Advertising Landscape

Summary * Meta AI could transform ad monetization by capturing real-time user intent through conversational interfaces embedded in its mobile-first apps. * This shift gives Meta more upside than Google, as it moves into search-like territory while Google risks cannibalizing its own core ad model. * If Meta executes, it

Notes: Stripe Staying Private Longer = Bad for Public Investors

20 min read 06 Apr 2025

Notes: Stripe Staying Private Longer = Bad for Public Investors

Summary * A funding squeeze post-2022 has pushed mid-size scaleups to IPO earlier, redistributing more return to public investors. If this continues, we may see the likes of Snyk push for an IPO sooner than many are anticipating. * However, most top-tier scaleups like Stripe and SpaceX remain private,

Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4)

11 min read 04 Apr 2025

Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4)

Summary * Moonshot’s Kimi 1.5 demonstrates that China’s top labs are independently achieving frontier-level AI capabilities, weakening claims that Chinese models rely on OpenAI's IP. * Kimi 1.5's complex DPO-based approach delivers strong performance and unique features, though DeepSeek’s simpler GRPO

Notes: Digesting the Uncertain Macro

10 min read 23 Mar 2025

Notes: Digesting the Uncertain Macro

Summary Trump’s policy mix is triggering near-term macro volatility but may ultimately lay the groundwork for a pro-growth, tech-friendly regime. Reshoring, deregulation, and fiscal tightening are redistributing value across the tech stack, favoring leaner, innovation-driven players. A more permissive FTC stance could reignite tech M&