Archetype Capital
I cover these themes on Archetype Capital: 1. Small-cap AI enablers & semis 2. Japan & SEA value chains 3. Undercovered small-cap AI beneficiaries
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 6 years ago | Last Issue | 8 days ago |
| Active | |||||
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archetype-research.comLatest Issues
The Buildout: The Crashout
I am very bullish on AI as a technology. But that does not mean I am bullish on all AI-related stocks, because valuations matter.
Ulf Huse recently wrote a lovely report on AI capex, who funds it, and how they fund it. It is required readi...
The Buildout: Testing
Semis Sell-off
Attribute the sell-off to what you will, if you buy companies at decently undervalued prices it shouldn’t worry you that much.
Our top Korea pick Worldex fell along with the index, matching its decline almost exactly- at...
The Buildout
I’m trying not to focus so much on the bigger names, like memory, or those names mentioned to exhaustion on X.
With “The Buildout” I’m looking for changes in architecture, and niche companies enabling those changes. Hard-to-qualify compon...
The Buildout: Cooling Heating Up
Liquid Cooling is becoming widely adopted
We are seeing High-End chips like NVIDIA, AMD, and Google driving the adoption of liquid cooling.
Trendforce reports that:
- Liquid cooling penetration among AI chips is projected to rise to...
The Fastest Frontier AI Inference System
Volantis is using micro-VCSELs to attack the memory wall. ams OSRAM may offer one of the clearest public-market read-throughs.
They call it the Volantis-A1. And they make a pretty big claim:
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