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Silicon Motion Earnings In Review
Revising my assumptions
24 hrs ago
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9 Ventures
7
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
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9 Ventures
11
4
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How I manage days like today....
Notes from a sell everything day
Jul 16
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9 Ventures
21
1
$INDI: A Physical AI Darling
Priced For The Business It Was, Not The One It’s Becoming
Jul 8
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9 Ventures
21
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5
$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
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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
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9 Ventures
10
11
$BWEN — Sitting down with Broadwind CEO & CFO
Sitting down with Broadwind CEO Eric Blashford and CFO Thomas Ciccone
Jun 25
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9 Ventures
13
$FCEL: Linking Fit Energy to 5C Data Centers / Hypertec
Connecting the dots. There is a legit data center player hidden as a partner here.
Jun 24
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9 Ventures
12
5
$FCEL Signs 380 MW Deal With Fit Energy. Here’s What To Actually Make Of It.
FuelCell Energy just filed a major 8-K. The headline number is massive. Let’s peel it back layer by layer.
Jun 24
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9 Ventures
12
1
1
Breaking: An AI Infrastructure Market Leader Just Proved It
Setting records, Hyperscaler contracts, and a competitive moat that's wider than the market realizes
Jun 23
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9 Ventures
10
The Market Is Early on Hybrid Bonding. By Years.
Inside a management meeting with a leading advanced packaging equipment company, and what they told us about the technology the industry is waiting on.
Jun 22
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9 Ventures
9
2
3
Power at the Rack Level: The 800V DC Revolution & a Top Stock to Play It
The AI buildout is the most capital-intensive infrastructure cycle in modern history.
Jun 18
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9 Ventures
13
3
2
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