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 | 132 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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convequity.substack.comLatest Issues
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...
SiTime: The Quiet Layer That Keeps AI in Sync
Summary
Precision timing has shifted from commodity infrastructure to a system-level constraint in AI, and SiTime sits at a critical coordination layer as compute, networking, and interconnect complexity scale non-linearly.
CED is the...
The Bottleneck Heuristic — Where Scarcity Meets Capability in the AI Value Chain
Summary
This report introduces and applies a single high-alpha investment heuristic: identify bottlenecks in the AI supply chain, distinguish the causers (constrained suppliers whose scarcity defines the bottleneck) from the solvers (ra...
The Nuclear Investment Thesis: Uranium, HALEU, and the Reactors Racing to Power the AI Era
Summary
A three-decade “nuclear winter” of underinvestment has left the global uranium mining industry with a hollowed-out supply base incapable of responding quickly to surging demand. The transition to next-generation Small Modular Re...
AI Value Chain Bottlenecks: Where Pricing Power Moves Next
The Canal Analogy
At Convequity, we think about AI investment opportunities through a simple analogy: imagine the entire AI value chain — from energy generation through to the end user — as a long canal, divided into segments by a serie...
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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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