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Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era
Summary
* Q1 validated the "NVIDIA moment" thesis: 85% YoY revenue growth, 54% FCF margins, and a Rule of 40 score of 145% confirm AIP's platform-market fit is triggering compounding demand acceleration.
* The market is concerned about agentic disruption risk: our Cursor parallel — where the fastest-scaling B2B SaaS company ever thrived despite direct competition from foundation model players — illustrates why Palantir's application-layer moat is far more durable than sentiment suggests.
* M
Soitec - Where Silicon Photonics Begins
Summary
* Near-monopoly on Photonics-SOI, the engineered wafer every leading silicon photonics foundry depends on as starting material.
* Five compounding demand layers — cluster scale, optics-per-accelerator, SiPho share gains, scale-up optics, and memory disaggregation — all converging on the same wafer.
* SiPho is becoming the default, winning on cost and volume today and
Notes: POET Technologies - The Optical Interposer Thesis
Summary
* We plan to add a lot more coverage on the optical networking supply chain in the coming weeks. If you would like a complimentary call to discuss in advance, please contact service@convequity.com.
* POET's Optical Interposer replaces costly active alignment with passive, wafer-level pick-and-place assembly, turning