Nicolas
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InmunityBIO ($IBRX) - The biotech that could change the world
Real revenue, expanding indications, and a pipeline that could redefine cancer treatment
8 hrs ago
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Nicolas
1
Aehr Test Systems (AEHR): The Hidden Bottleneck in AI Semiconductor Reliability
Why burn-in is shifting from optional to essential and what that means for Aehr’s growth
Apr 12
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Nicolas
2
2
The AI Power Bottleneck and IREN’s Opportunity
Why execution, not announcements, will define the winners
Apr 9
1
1
$VELO Deep Dive: Velo3D and the Reindustrialization Bet
A broken hardware business trying to become the backbone of next-gen manufacturing. The bet? Defense, supply chains, and production at scale.
Apr 7
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Nicolas
2
1
$AAOI Deep Dive: $324M in Orders, In-House Lasers, and the AI Bottleneck
10-K analysis, Q4 earnings breakdown, OFC capacity roadmap, peer valuation vs $LITE. Full filing-sourced deep dive
Apr 5
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Nicolas
1
2
Nicolas
I write about early-stage investment ideas, asymmetric opportunities and mispriced narratives. This publication focuses on under-the-radar stocks, structural trends and deep-dive analysis.
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