@crux_capital_

Awesome article on $GLW They are so relevant to many future architectures in the infra buildout

Have you ever seen Gaetano and Rosenblatt in the same room? $AAOI $AMBA

The Physical AI Thematic is moving really fast... $OUST $AMBA $AEVA $SYNA $CGNX $VPG Over the last few weeks, I put out two layer reports > A deep dive into the perception layer > A deep dive into the edge compute layer The top 3 companies from each layer I presented: > $AMBA $OUST $CGNX > $SYNA $CEVA $LSCC So the way it works is 3 steps: 1 - I present the 'layer' as an overview like why it's important, how dollars are captured, the durability etc. 2 - Within this report I present the top 3 companies I believe are well positioned. A quick thesis / overview 3 - Once I decide upon the top candidates, I then do a full deep dive into every aspect of the company, along with the weightings I am interested in and the financial modeling around them While this is a very exciting time for this theme, we are still very early. There is no rush on my end for positioning or research. I started covering Physical AI ~6 weeks ago and along with photonics, these are the two themes I am researching and covering in depth. If we can really identify the strongest companies, we can position with a multi-year mindset I still have 7 more layers to present and lots of positions I still need to take Join us if you are interested! https://t.co/Xv5BKKCwOR

$QCOM Interesting spot here What do we think? https://t.co/5aE3wEOClQ

$AMBA Moving today Thought that post earnings sell was overblown But it will still take multiple quarters to play out to it's full potential Great company