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The Richo Edge

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Independent investment research focused on separating financial narratives from execution reality.

  • NVIDIA invests $4B in transceiver optics, leaving GPU-level optics open to POET.
    NVIDIA Backs Transceiver Optics While GPU Optics Remains Open
  • AI data center power infrastructure supporting next-generation transformer systems.
    Navitas Expands its AI Power Architecture With Solid-State Transformers
  • Aehr wafer-level burn-in testing system used in semiconductor manufacturing.
    AEHR Captures AI Exposure but Not Structural Upside
  • Data center power infrastructure with utility transformer highlighting deployment timeline constraint.
    Forgent Compresses Data Center Power Infrastructure Timelines
  • Alphabet provides quantum exposure without valuation dependence on quantum timelines.
    Alphabet Offers Quantum Exposure Without Existential Risk
  • NVTS collapsing and owning the power delivery stack across AI systems.
    NVTS Is Quietly Collapsing the AI Power Delivery Stack

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