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SpaceX - Powering AI from Orbit: Sizing the Opportunity (Pt.6)
SPCX is now the ultimate AI data-center and energy play. At ~$2.4T and ~80x forward sales, its valuation rests almost entirely on Space Data Center execution — where Starship, solar, and custom silicon could unlock a path toward $20T.
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
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,