Convequity
Technologists. Investors. Analysts. Uncover alpha with deep understanding of Product, Architecture, & Vision. Follow us on Twitter: @Convequity and seekingalpha.com/author/convequity
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 141 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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convequity.substack.comLatest Issues
Faster AI is changing the hardware it runs on
How shifts in chips, memory, optics and power could change which suppliers benefit from AI growth.
Inference and efforts to reduce memory costs are changing chip design, while manufacturing and power constraints create openings across the...
Which software companies do real work on AI models? Palantir, Palo Alto Networks, Datadog, Cloudflar
Almost every software company now ships AI features. Very few do any work on the models behind them. We compared five companies on this point: PLTR, PANW, DDOG, NET and MNDY. None of them trains a frontier language model of its own. Each on...
Surviving the AI-Infra Correction: Inside Our 3Q26 Rebalance
Summary
- This is a condensed version of Part 3 of our 3Q26 rebalance, diving into a selection of individual stock decisions — the full report, including our complete Soitec thesis, test and inspection, memory, and the silicon-photonic...
Jensen's Polite Warning: The Coming VARification of Software
Summary
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Jensen Huang’s reassurance that software companies will become “value-added resellers of AI tokens” is actually a polite death sentence, implying a 90%+ valuation compression from SaaS multiples to VAR multiples.
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With A...
Rebalancing into 800V Power, Hybrid Bonding & Asymmetric Compute
Summary
- Building on the Part 1 rotation into under-appreciated bottleneck resolvers, Part 2 deepens exposure to power-electronics names positioned for the 800 V DC and solid-state transformer transition, while classifying several pu...
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