The Age of AI Inference Research Library — 13 Reports
The Age of AI Inference Research Library — 13 Reports
The Co-Packaged Optics Ecosystem
The optical interconnect supercycle — POET, Credo, Lumentum, Coherent, AAOI, AXTI, plus UMC/HyperLight TFLN photonic foundry partnership.
Open ReportAI Semiconductor Fabs & Equipment
Picks-and-shovels for the entire AI buildout — Lam Research, Applied Materials, KLA, Onto, ICHR.
Open ReportAgentic AI & The Post-SaaS Economy
The autonomous agent layer — Salesforce Agentforce, Palantir, ServiceNow, edge AI silicon. Where SaaS-killer software lives.
Open ReportBattery Energy Storage Systems
The grid-scale storage thesis — Tesla Energy, Fluence, NextEra, Vistra. How AI data center power demand pulls BESS deployment.
Open PDFACM Research — The Semicap Sleeper
Single-name deep dive — China-exposed semiconductor cleaning equipment with 70%+ revenue growth despite tariff overhang.
Open PDFThe NVIDIA 800V AI Factory Power Revolution
The Vera Rubin power transformation — why 800V DC is replacing 48V, and the extreme thesis on Navitas Semiconductor.
Open PDFSmall Modular Reactors & the Nuclear Renaissance
Small modular reactors for hyperscale — Cameco, Constellation, BWXT, NexGen, Talen Energy. 125 GW of new clean power needed by 2030.
Open PDFTraining vs. Inference — The Great Pivot
How the workload shift from training to inference reshapes returns — and which stocks win when 90% of compute moves to inference.
Open PDFThe UALink Anti-NVIDIA Coalition
The challenger interconnect standard — AMD, Intel, Broadcom, Cisco, Meta, Microsoft, and Google's coordinated answer to NVLink.
Open PDFVerseon Inc. — Research Initiation
Pre-IPO AI drug discovery thesis — proprietary DQM platform, VersAI neural network, eight drug programs at 100% candidate-to-program success.
Open PDFThe Zero-Carbon Power Landscape
Nuclear, hydro, geothermal, BESS — the pure-play map of carbon-free electricity generation feeding the AI buildout.
Open PDFThe Neocloud Investor
CoreWeave, Nebius, Hut 8, Cipher, Applied Digital — the GPU-as-a-Service revolution and which neoclouds win the inference era.
Open PDFThe AI Data Center ETF Report
Three ETFs decoded — AIPO, BAI, and AIVC across pure power, active AI, and equal-weighted data center exposure.
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