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The Richo Edge

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

  • IonQ–SkyWater acquisition highlighting manufacturing and licensing tension
    License Tensions Could Cost IONQ More Than The SKYT Acquisition
  • SKYT 3D monolithic semiconductor fabrication enabling next-generation compute scaling
    SKYT Is Sitting on a Critical Chip Breakthrough
  • GPU power delivery feeding compute, illustrating the shift from power chip limits to internal data movement constraints in AI systems
    POET Solves AI’s Next Constraint After Power Chips
  • Navitas GaN and SiC power chip breaking AI data center silicon limits.
    NVTS EXPOSES AI’S POWER LIMIT — Silicon Is the Real Bottleneck
  • Hiker in desert holding smartphone connected to satellite, illustrating AST SpaceMobile satellite network and connectivity challenges.
    AST SpaceMobile: Why Satellite Ownership Doesn’t Guarantee Economics
  • Planet Labs constellation Earth-observation imagery monitoring the Amazon rainforest from low Earth orbit.
    How Planet Labs Cornered a Niche Constellation Market

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