Nyven
Researching companies. Investing with conviction. Sharing insights from the markets I study and follow.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 2 months ago | Last Issue | 14 days ago |
| Active | |||||
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nyven404.substack.comLatest Issues
Kalray SA - Part 2: Diving into the company
Previously: In Part 1, I explained the GPU overhead problem and why the Data Processing Unit exists to solve it. I mapped the DPU market and showed that every significant American player operates at market caps between USD 230 billio...
Kalray SA - Part 1: The Bottleneck Inside the Bottleneck
The numbers on AI infrastructure spending are almost cartoonishly large. In 2023, global capex on GPU hardware was roughly USD 90 billion. By 2025, estimates placed that figure above USD 200 billion, with the trajectory showing no si...
NEO Performance Materials - Part 5: The Valuation
Previously: Part 4 mapped three compounding layers of defensibility: customer qualification lock-in spanning 18 to 36 months per platform across 7-to-12-year vehicle production cycles, 40 years of Magnequench process knowledge that cannot b...
NEO Performance Materials - Part 4: The Moat
Previously: Part 3 showed that Neo's revenue story is a commodity pass-through illusion: top line flat for two years while EBITDA grew 103% over the same period. It showed that the peer comparison is not 3-to-4 times cheaper than MP Materia...
NEO Performance Materials - Part 3: The Numbers Are Wrong
Previously: Part 2 introduced Neo formally a TSX-listed advanced materials manufacturer with three segments, a 40-year IP lineage in magnetic powder production, the first sintered magnet plant in Europe, and the only commercial-scale rare e...
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Researching companies. Investing with conviction. Sharing insights from the markets I study and follow.
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