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 | 136 | Founded | 5 years ago | Last Issue | a month ago |
| Active | |||||
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convequity.substack.comLatest Issues
SpaceX and the Orbital AI Infrastructure Play
SpaceX — now SPCX following its record June 2026 Nasdaq IPO and the merger with xAI — is no longer a launch company with a satellite side hustle. It is the ultimate AI data-center and energy play, and the valuation debate reflects it: price...
SpaceX Isn’t Just a Rocket Company Anymore
The market still largely prices SPCX as a satellite broadband and launch business. That lens is becoming outdated.
What is taking shape is a vertically integrated platform capable of delivering frontier AI infrastructure at a structural co...
Convequity's AI Bubble Barometer
Summary
- The AI Bubble Barometer provides a transparent, data-driven framework that compares forward ROIC with market valuations (EV/IC) to assess whether AI-related investments by the major hyperscalers are supported by fundamentals...
POET Technologies - The AI Optical Interposer Thesis
Summary
- AI Optical Engines, Simplified: POET’s Optical Interposer replaces slow, expensive manual alignment with wafer-scale, pick-and-place manufacturing — the key step that lets high-volume players like Foxconn build the optical e...
No ALD, No AI: The Case for ASM International
Summary
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We added ASM International to our portfolio at the start of 2026 on the thesis that semiconductor scaling is shifting from lithography to materials precision—structurally increasing ALD intensity where ASM dominates.
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Th...
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Tech equity research that truly understands product, architecture, and vision. SaaS companies related to cybersecurity, data management, and productivity. Visit convequity.com for Premium content.
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