Ticker Theses (37)
SIVE secured $8.2M production order from All Space for BFICs; transitioning from developer to volume producer; June 2026 catalysts
Single AMPG customer/project potentially worth 3x current market cap in revenue; massive contract leverage
LASE institutional validation at inflection point. Crossed into multi-billion dollar mission-critical defense applications beyond Fortune 1000 footprint.
XFAB is the backbone of Europe's sovereign Silicon Photonics supply chain with a double-moat monopoly position
Bought the dip on OUST, PENG, and VOYG; long-term thesis unchanged; broad market selloff creating opportunity
US customs import logs reveal direct LPKF-SpaceX supply chain relationship; unpriced catalyst ahead of SpaceX IPO
Micro-cap semiconductor with connections to trillion-dollar tech ecosystem, deep-dive on explosive narrative
Bought the dip on OUST, PENG, and VOYG; long-term thesis unchanged; broad market selloff creating opportunity
German small-caps positioned to fundamentally outperform this decade, advanced vacuum coating and semiconductor equipment
Quantum Machine Learning pipeline formed by Google Quantum AI, Xanadu, and Infleqtion integration
Added to CPSH position on dip. Controls a chokepoint in advanced semiconductor manufacturing. Asymmetric potential at current levels.
SEALSQ positioning as indispensable player in next-gen critical infrastructure. Lead investor in Quobly's €115M Series A for quantum computing.
Bought the dip on OUST, PENG, and VOYG; long-term thesis unchanged; broad market selloff creating opportunity
Hardware-agnostic military comms, jam-resistant satellite terminals for electronic warfare environments
Emerging powerhouse in next-gen radar and antenna technology, defense expansion
AI revolution bottleneck is electrical grid power, Digi Power X targets power layer for AI data centers
Quantum Machine Learning pipeline formed by Google Quantum AI, Xanadu, and Infleqtion integration
Physical polymer bottleneck for next-gen AI supercomputers, institutional money accumulating
Manufactures physical hardware for sovereign-backed AI infrastructure supercycle, smart money sweeping float
Strategic connection between Laser Photonics, Ondas, and LightPath in US defense technology ecosystem
Strategic connection between Laser Photonics, Ondas, and LightPath in US defense technology ecosystem
US Special Operations Command validation, modifying C-130 Hercules, massive commercial/military market
Mispriced on short-term sector rotation noise, institutional wealth-transfer setup after dip to $22.59
Most explosive infrastructure asymmetry of 2026, post-IPO pullback to $67.41 is buying opportunity
Physical hardware bottleneck in AI, BluGlass being accumulated by smart money while others chase mega-caps
Pivoted from EV trucks to clean-tech energy for AI data centers, targeting global power shortage
Glass packaging vital for scaling next-gen AI infrastructure, supply chain from Plan Optik to LITE to Google
Niche semiconductor player positioned for Agentic AI megatrend, increasing chip design complexity
2CRSI secured €110M order for NVDA Blackwell Ultra AI servers from German technology leader; validates NVDA rack-scale demand in Europe
Spire Global partnered with Diehl Defence for space-based missile early warning; connects to extensive defense network
Data I/O operates as quasi-monopoly in chip programming niche; $34M market cap with entrenched position in critical semiconductor supply chain step
CEVA provides foundational semiconductor IP and embedded software for smart edge AI; $1.2B market cap; positioned at center of edge AI transition
RELL engineers high-power electronic tubes, RF components, and green tech; essential but under-the-radar provider for modern tech infrastructure
CVV manufacturing systems for SiC and GaN chips enabling EV power electronics; critical enabler for power semiconductor supply chain
AXTI controls Indium Phosphide (InP) supply - a fundamental chokepoint for AI data center buildout; Reuters confirmed China controls InP supply
Russell 2000 index inclusion provides institutional visibility; MRAM technology gaining traction in AI/edge computing applications
XNDU achieved 0.085 dB/facet edge-coupling loss breakthrough; solves critical scaling bottleneck in optical computing