Fascinating information. Thank you. Would you be open to doing quarterly updates on your editions that review specific products and companies? I'd love to see where these companies are in a few months - maybe that's too quick. What would you recommend?
Although why would James Proud renounce his British citizenship? Both the US and UK recognize dual citizenship. Makes no sense. Two is better than one.
I really look forward to my ROS newsletters each week!! Fascinating work! AND, I may have picked up a large potential customer from reading your great newsletters! I'm a Founding Member of ROS and am blessed by somehow recognizing it's importance early on!
Adding to an earlier email - I would really like to see if you can somehow create a "timely" update on the most fascinating companies you are covering!! Quarterly? Every 6 months? Is that practical?
I'd say, "cool beans" but I guess its "cool electrons". These are amazing advancements. It really isn't a matter of "if they become reality", but when and what supersedes them. Thanks for yet another great read. As always, I am optimistic.
Most or all of these companies are private, so we can't buy stock in them. I am concentrating my investments on the cables, specifically Coherent, COHR, Credo CRDO and Lumentum LITE. From what I understand, in a Data center, Credo with their AEC (Active Electric cables) is best for short runs less than 10 meters. Beyond that Coherent is better with their optical cables. Yes/No?
The stock charts of these companies are holding up well
Refreshing perspective as most AI discussions focus on models and software these days. I am particularly impressed with Lightmatter.
Hardware is the true constraint. Whoever controls the chips controls the pace of AI progress. Which means that for leaders making strategic AI decisions, understanding the supply chain is as important as understanding the technology itself.
Good article, As others have mentioned, I would encourage you to look into Hydrograph Clean Power's attempt to scale up Graphene in Austin Texas. Their method of doing it was found purely by accident by a professor at Kansas State, and the purity seems to be on another level than anyone else's method can produce at a fraction of the cost.
No revenue yet, so very speculative, but a lot of people have looked into thinking it was possibly a promotion, and found that actually, it seems to be the real deal, with a chance to commercialize it later this year. Would make for a great investigation, deeper dive type article. Please consider. Only other Graphene company I've found is no where close to their level of purity, so they are focused on materials like lubricants, cement, and improving batteries.
Unfortunately these are private companies that are getting massive cash from private equity but how does an individual get to invest in these companies?
I look at Echostar (SATS) exposure to Space X as an example. We have to hunt down the VC’s or funds (who fund these private companies) that are publicly traded and buy those to get any exposure. Thats a slow and tedious process but AI has been helpful in finding these alternate routes until IPO’s. Sorry, Im sure you wanted a more specific answer but that is all I have found. If anyone else has better ideas on how to get exposure to the private companies Id love to hear them too.
BTW… I searched every company mentioned in the article and everything I saw says there is still no way to buy in to any of them as of now. Maybe when they go through more funding rounds. I’ll
Update here if I find anything on them in the future.
For Graphene, keep an eye on https://hydrograph.com
Still in speculative bucket, but might have some interesting announcements this year. 🤔
How do you gain exposure to these companies?
They're all private. The best way to own them is to invest in a fund which participated in their private placements
Fascinating information. Thank you. Would you be open to doing quarterly updates on your editions that review specific products and companies? I'd love to see where these companies are in a few months - maybe that's too quick. What would you recommend?
Best news letter in months. Thanks.
Although why would James Proud renounce his British citizenship? Both the US and UK recognize dual citizenship. Makes no sense. Two is better than one.
Probably income tax related
I really look forward to my ROS newsletters each week!! Fascinating work! AND, I may have picked up a large potential customer from reading your great newsletters! I'm a Founding Member of ROS and am blessed by somehow recognizing it's importance early on!
Adding to an earlier email - I would really like to see if you can somehow create a "timely" update on the most fascinating companies you are covering!! Quarterly? Every 6 months? Is that practical?
Each of these technologies are mindbending. Happy to learn more about any of them
I'd say, "cool beans" but I guess its "cool electrons". These are amazing advancements. It really isn't a matter of "if they become reality", but when and what supersedes them. Thanks for yet another great read. As always, I am optimistic.
The innovation pipeline is picking up pace!
I appreciate this posting, very interesting!
Please. Tell us more about these chip advances!
What are any investment opportunities in graphene?
Most or all of these companies are private, so we can't buy stock in them. I am concentrating my investments on the cables, specifically Coherent, COHR, Credo CRDO and Lumentum LITE. From what I understand, in a Data center, Credo with their AEC (Active Electric cables) is best for short runs less than 10 meters. Beyond that Coherent is better with their optical cables. Yes/No?
The stock charts of these companies are holding up well
Refreshing perspective as most AI discussions focus on models and software these days. I am particularly impressed with Lightmatter.
Hardware is the true constraint. Whoever controls the chips controls the pace of AI progress. Which means that for leaders making strategic AI decisions, understanding the supply chain is as important as understanding the technology itself.
Good article, As others have mentioned, I would encourage you to look into Hydrograph Clean Power's attempt to scale up Graphene in Austin Texas. Their method of doing it was found purely by accident by a professor at Kansas State, and the purity seems to be on another level than anyone else's method can produce at a fraction of the cost.
No revenue yet, so very speculative, but a lot of people have looked into thinking it was possibly a promotion, and found that actually, it seems to be the real deal, with a chance to commercialize it later this year. Would make for a great investigation, deeper dive type article. Please consider. Only other Graphene company I've found is no where close to their level of purity, so they are focused on materials like lubricants, cement, and improving batteries.
Unfortunately these are private companies that are getting massive cash from private equity but how does an individual get to invest in these companies?
I look at Echostar (SATS) exposure to Space X as an example. We have to hunt down the VC’s or funds (who fund these private companies) that are publicly traded and buy those to get any exposure. Thats a slow and tedious process but AI has been helpful in finding these alternate routes until IPO’s. Sorry, Im sure you wanted a more specific answer but that is all I have found. If anyone else has better ideas on how to get exposure to the private companies Id love to hear them too.
Read Matt Levine's newsletter. He talks about this from time to time.
BTW… I searched every company mentioned in the article and everything I saw says there is still no way to buy in to any of them as of now. Maybe when they go through more funding rounds. I’ll
Update here if I find anything on them in the future.
Excellent overview of the Rebellion. While all are challenging some may not need the 2year or 10year windows.