NVIDIA: the AI factory tollbooth, priced for proof
A Coverage Bootstrap NVIDIA company evaluation covering AI accelerators, CUDA, networking, data-center concentration, margins, export controls, valuation risk, and proof gates.
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Micron's HBM cycle: can AI memory change the boom-bust math?
A Micron five-year double thesis focused on HBM demand, DRAM/NAND cycle discipline, capital intensity, and whether AI memory improves through-cycle economics.
OpenMicron: AI memory scarcity is rewriting the cycle
A refreshed Micron Technology thesis using latest official May 2026 data, Q2 FY2026 results, HBM4 production, AI server memory demand, data-center mix, U.S. manufacturing updates, capex, balance-sheet strength, and cycle risk.
OpenASML Holding: the company behind the chip industry's narrowest bottleneck
A Coverage Bootstrap ASML company evaluation covering the business model, EUV and DUV products, customers, moat, financial quality, export-control risk, valuation setup, and watchlist triggers.
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