AI Value Chain Bottlenecks: Mapping Pricing Power and Investment Opportunity (Pt.1)
Summary
* Supply-demand imbalances ebb and flow across the AI value chain — as
Themes: SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis
Summary
* The Uranium Supply-Demand Gap: A three-decade "nuclear winter" of
Themes - SysMoore & Energy (Pt.3.2) Reactor Design & Fuel
Summary
* The U.S. must shift from custom, one-off nuclear plants to
Themes - SysMoore & Energy (Pt.3.1) Nuclear Landscape
Themes - SysMoore & Energy (Pt.3)
Summary
• AI is turning data center demand into a continuous power load,
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
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
Netskope: Context-Rich Security for the AI Era (Pt.2)
Summary
* This section uses a framework to clarify how AI shifts security
Notes: Convequity’s Lens on Software 3.0 Investing
Summary
* Software 3.0 mirrors the early internet era: AI is in
Updates: Netskope - Context-Rich Security for the AI Era (Pt.1)
Summary
* Netskope’s core advantage in SASE stems from its CASB-first, data-centric
Notes: Light is the Future (Pt.2)
Summary
* The optical supply chain bottleneck into 2026 is EML capacity, with