Investing

InP laser scarcity and the AAOI capacity advantage

Byrosanna prestia June 1, 2026

Great breakdown -> the InP laser scarcity is the part most people miss. Long

$AAOI

Here’s the layer that makes it un-clonable: it’s not just that AOI grows its own lasers it’s WHERE.

While the entire complex scrambles to de-risk out of Asia,
$AAOI
is building the LARGEST

$AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of 2027.

That’s 9x the Q1-26 exit rate of 100,000 per month.
Semis are already trading at 44x 2026 earnings. Price is running 2 years ahead of fundamentals across the entire complex. The setup isn’t x.com/KawzInvests/st…

Investing

The future economy: 8 infrastructure sectors for the next decade
Byrosanna prestia May 31, 2026

THE FUTURE ECONOMY – MAPPED Everyone’s arguing about which stock wins. 8 sectors – the infrastructure the next decade actually runs on PHOTONICS -> light kills copper $CRDO $SIVE $AAOI AI INFRASTRUCTURE -> the compute buildout $IREN · $NBIS $DGXX

Read More The future economy: 8 infrastructure sectors for the next decade
Investing

Built to grow: 12 companies and FY2026e revenue growth
Byrosanna prestia June 21, 2026

12 companies built to grow revenue tremendously over the next three years. Not the mega-caps everyone owns. The layers underneath them, across compute, photonics, energy, physical AI and space. Growth rates below. Stay to the end for the part that actually matters: what you pay for it.

Read More Built to grow: 12 companies and FY2026e revenue growth
Investing

Multiples don’t re-rate when the business changes
Byrosanna prestia July 7, 2026

Multiples don’t re-rate when the business changes. They re-rate when the market finally rewrites the label. Fifteen names still filed under what they used to be: miner, SPAC, camera chips, satellite hardware. The business moved. The bucket didn’t. The gap between the label and the reality is the setup. RE-RATE WATCHLIST The market is often…

Read More Multiples don’t re-rate when the business changes
Investing

The next decade of AI, mapped by what must physically exist at each stage
Byrosanna prestia July 25, 2026

McKinsey, Goldman, PwC and Gartner publish the forecasts. Almost nobody maps them to the layers that must be built first. That’s the part investors can underwrite. 2026 is enterprise scale: roughly $725B of infrastructure spend, with tokens acting like refined electricity. The spend flows through $NVDA, $AVGO and $TSM, then lands on power and land…

Read More The next decade of AI, mapped by what must physically exist at each stage
Investing

The neocloud stack: three layers, three different trades
Byrosanna prestia July 24, 2026

The neocloud stack. Three layers, and the market just spent six weeks proving they are not one trade. The cloud layer sells the compute: $NBIS $CRWV $WYFI. Highest growth, highest multiple, and the layer that took the Meta headline directly to the chin. When your customer can become your competitor, the multiple carries that risk….

Read More The neocloud stack: three layers, three different trades
Investing

The AI power value chain: fuel to rack
Byrosanna prestia July 26, 2026

The AI power value chain, fuel to rack. Five stages, and every one is a bottleneck somebody owns. Fuel comes first. Uranium demand is a decade contract, not a trade. CCJ and BWXT sit at the front of the chain, where the clock is measured in reactors and long-term procurement. Firm generation is the next…

Read More The AI power value chain: fuel to rack