I sit 1x1 with C-Suite execs and bring the alpha back to retail | Synthesizing deep fundamental research w/ leading High timeframe charts | Focus: Physical AI, Humanoids, AI Infrastructure, Power, & Semis | Carnegie Mellon Alum
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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[FREE REPORT] Where VPG's foil resistors could sit in AI 1.6T optics, and what they could earn
I wanted to share a free report for the community and also gather any feedback from those who are well versed in the optics space.
If you appreciate the research I do, consider subscribing for access to my full content!
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VPG Optics Precision Resistor Revised Model
1.6T optics precision resistor revenue potential for VPG below
Below is a model for paid subscribers of the potential precision resistor revenue for VPG’s optics business in 2027 and 2028:
$NVEC: The future they are building for
Building industry leading spintronics applications for power conversion, position and rotation sensing, and ultra-miniature sensors for mission critical medical & defense/aerospace applications
NVEC printed an 81% quarter in June, a year a...
$NVEC’s Second-Source Engine
Four isolator suppliers are pruning at once. NVE has a drop-in for almost every part they’re cutting
In May, $NVEC sent customers a newsletter with four bullet points. Analog Devices ($ADI) is discontinuing its ADuM11xx and ADuM12xx isolat...
$FCEL Management Sit Down (September ‘26)
Discussing dilution, EBITDA breakeven, Fit & DC Power Gen, and Carbon Capture
45-minute 1x1 with CFO Michael Bishop. Answers are paraphrased from my notes, not a verbatim transcript. My takeaways follow each answer.
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Synthesizing deep industry analysis, 1x1 C-Suite conversations, & themes to generate single stock ideas with leading high time frame charts | SMID Cap Research Universe | Focus: Physical AI / Humanoids, AI Infrastructure / Power, & Semis
Sharing my knowledge & insights | Research & Opinion | Semi & Tech | @pequityresearchchina | Contact: [email protected]
A devote student of physics and value investing. Subscribe for free below!
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