Holds a monopoly-like position in the MBE space with exposure to quantum and silicon photonics. Validated by Microsoft Quantum buying their machines. Believed to be undervalued.
A critical epiwafer player with undervalued latent capacity. The author notes it is heavily derisked now due to a new long-term agreement with Tower Semiconductor, which is perfectly corroborated by recent external news of a multi-year supply deal and a 24% stock surge.
Transitioning from educational boards to edge/local AI hardware, leading to material revenue increases. The author sees potential for it to become a 'mini Nvidia' for low-end edge AI.
Viewed as a core laser chokepoint for next-gen photonics with significant upside potential through vertical integration. Embedded in hyperscaler suppliers. The author's bullishness aligns with recent external news of a 68% monthly stock surge.
Holds a pure monopoly in silicon photonics SoI substrates and is recovering from legacy drag segments. The author continues to hold despite acknowledging it might have already rerated the most.
A SiC foundry backed by CHIPS Acts with strong Y/Y growth. Its silicon photonics foundry is being evaluated by Nvidia. The author believes it is undervalued as it trades below replacement P/B.
