YIAZOU
Yiannis ZourmpanosMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Subscribers | Read | yianisz.substack.com |
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Latest Issues
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AEHR Test Systems ($AEHR): The Hidden Gatekeeper of AI Chip Reliability
## Executive Summary
The Photonics Boom: A Simple Guide to the Biggest Investment Theme in 2026
Photonics is the science of using light instead of electricity to move data. Think of it this way: inside every data center that powers ChatGPT, Google Search, or Netflix, thousands of computer chips need to talk to each other. Right now, m...
The AI Rotation
For the past two years, the AI trade was almost embarrassingly straightforward. Buy the brains. Buy the GPUs. Own the companies building the most powerful chips and let the training arms race do the rest. That strategy worked beautifully, a...
Aeluma ($ALMU): The Future of Light-Based AI Infrastructure
Aeluma is best understood as an early-stage, R&D-heavy compound-semiconductor/photonics platform rather than a near-term “volume optics” story. Its core ambition is to bring high-performance III–V materials (e.g., InGaAs for SWIR sensing, ...
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Spotting Winners Before They Break Out | My Stock Insights Featured on Forbes, Nasdaq, & Business Insider | ex-Big4 consultant
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