Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
731 Views
Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
483 Views
Co-Packaged Optics 101: The Future of High-Density AI Interconnects
The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...
199 Views
Aehr Test Systems Takeover Talk: Is Its 120% Surge Signaling Strategic Interest From AI Giants?
Aehr Test Systems has become one of the clearest examples of how the market is valuing AI infrastructure in 2026. On the surface, the near-term...
138 Views
LAZR: When a Photonics ETF Becomes a Private AI Wrapper
​Tema's LAZR ETF sees rapid drop in Anthropic SPV exposure, highlighting private-asset ETF volatility and questions about legal claims;...
131 Views