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$SIMO: What I learned in my follow-up 1x1 with IR
Discussing Physical AI, MonTitan, and how SIMO performs in a NAND normalization scenario
Aug 14
•
9 Ventures
5
2
$BWEN: Q2 Earnings Review
The thesis continues to strengthen. Revised base & bull case and key takeaways.
Aug 12
•
9 Ventures
9
1
$INDI 1x1 Call with CFO Naixi Wu & IR
Key Takeaways, including insights on Physical AI and Vision/Radar growth prospects
Aug 10
•
9 Ventures
7
1
1
$VPG 1x1 Call & Q2 Takeaways
Sitting down with VPG
Aug 6
•
9 Ventures
9
One Physics Moat, Five End Markets
A CEO interview and a full analysis of a high growth, high margin of safety opportunity
Aug 3
•
9 Ventures
and
Phynvest
20
1
3
July 2026
Silicon Motion Earnings In Review
Revising my assumptions
Jul 30
•
9 Ventures
9
1
1
The Monopoly Hiding Inside the Memory Shortage
Key takeaways from my 1x1 and a full primer on a compelling investment opportunity
Jul 20
•
9 Ventures
12
4
2
How I manage days like today....
Notes from a sell everything day
Jul 16
•
9 Ventures
21
1
$INDI: A Physical AI Darling
Priced For The Business It Was, Not The One It’s Becoming
Jul 8
•
9 Ventures
24
1
7
$PENG Q3 FY26 Review: The Sandbag Gets Bigger
$PENG printed the best quarter in company history and raised guidance for the second straight quarter.
Jul 8
•
9 Ventures
12
June 2026
Nvidia's AI Factories Are Rewriting the Power Stack and the Trade With It
The 800-volt power architecture mandate creates a backbone supplier the Street has entirely wrong.
Jun 30
•
9 Ventures
10
11
$BWEN — Sitting down with Broadwind CEO & CFO
Sitting down with Broadwind CEO Eric Blashford and CFO Thomas Ciccone
Jun 25
•
9 Ventures
13
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