HeyJaredConvequity
Technologists. Investors. Analysts. Uncover alpha with deep understanding of Product, Architecture, & Vision. Follow us on Twitter: @Convequity and seekingalpha.com/author/convequity
- Indexed issues, last 90 days
- 3
- Latest publication
- Aug 5, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 21, 2026
Latest issues
Surviving the AI-Infra Correction: Inside Our 3Q26 Rebalance (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="784" src="https://substackcdn.com/image/fetch/$s_!LsRW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F88384a22-5d3c-4967-8239-e659d55bfdb8_1168x784.jpe
Jensen's Polite Warning: The Coming VARification of Software (opens the original)
Read excerpt
SummaryJensen Huang’s reassurance that software companies will become “value-added resellers of AI tokens” is actually a polite death sentence, implying a 90%+ valuation compression from SaaS multiples to VAR multiples.With AI collapsing both the cost of building software and the cost of maintaining it, the last structural defense of “buy, don’t build” evaporates — which is why Kirkland & Ellis spending $500 million on internal AI is existential strategy, not merely a productivity initiative.Fou
Rebalancing into 800V Power, Hybrid Bonding & Asymmetric Compute (opens the original)
Read excerpt
SummaryBuilding on the Part 1 rotation into under-appreciated bottleneck resolvers, Part 2 deepens exposure to power-electronics names positioned for the 800 V DC and solid-state transformer transition, while classifying several pure or heavy SiC players as higher-risk and currently unappealing.Photonics conviction has been sharpened by fully exiting Lumentum and concentrating capital in Tower Semiconductor (hybrid-bonding bottleneck) and MACOM (terrestrial high-speed optics plus emerging space
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.