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
Valuation Analysis
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
Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.2)
Upstart - Pioneering AI Credit Underwriting (Pt.2)
Summary
* Upstart’s model improvements post-Model 18 have unlocked broader bank approvals
