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
NVIDIA
Notes: Light is the Future (Pt.2)
Summary
* The optical supply chain bottleneck into 2026 is EML capacity, with
Notes: Light is the Future (Pt.1)
Summary
* DeepSeek, Huawei, and then AVGO in 2025 pulled forward the timeline
Notes: AI Bubble? Spending, Risks, and Returns — A High-Level Assessment
Summary
* Hyperscalers’ AI capex is soaring past historical limits, forcing creative financing
Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution
Summary
* Record 1Q26: $533.8m revenue (+58% YoY) with next-quarter guide $630–
Notes: Day 2 Tech (Pt.2)
Summary
* Big tech has entered a “Day 2” phase, prioritizing margin expansion,
Notes: Day 2 Tech (Pt.1)
Summary
* Tech giants have evolved from disruptive upstarts to entrenched incumbents, yet
Notes: Huawei’s 910C And CM384: A Strategic Shock To The NVIDIA Thesis (Pt.2)
Summary
* Huawei's AI-native 910C and CM384 systems now rival NVIDIA’
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
Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4)
Summary
* Moonshot’s Kimi 1.5 demonstrates that China’s top labs
Updates: Palantir - 2025 the Year of AI Application?
Summary
* While PLTR currently trades at a high multiple (~450x TTM P/
