AXT Inc. (AXTI): The AI Data Center’s Hidden Optical Enabler
AXT Inc. (AXTI) has emerged as a fascinating, albeit highly volatile, play on the artificial intelligence infrastructure boom. As a…
Author: Cassian Vance
Cassian Vance brings a sharp, forward-looking perspective to the rapidly evolving technology and AI sectors. Before joining EquitiesOrbis, Cassian spent nearly a decade in Silicon Valley, initially as a systems architect before transitioning into venture capital. This dual background allows him to evaluate tech equities not just through financial metrics, but by dissecting the underlying technology and assessing its true market viability. Cassian holds a dual degree in Computer Science and Economics from Stanford University, and later earned his MBA from the Wharton School.
Bloom Energy (BE): Powering the AI Infrastructure Boom
The artificial intelligence revolution has created an unprecedented demand for electricity, and the traditional power grid is struggling to keep…
Datadog (DDOG): The AI-Powered Sentinel of the Cloud Era
The enterprise software landscape is increasingly defined by two megatrends: the relentless migration to the cloud and the rapid integration…
The Physical AI Supercycle: Moving Beyond Software to the $180 Billion Real-World Frontier
The software-centric artificial intelligence boom that dominated the early 2020s is officially transitioning into its next evolutionary phase: Physical AI.…
The Cerebras Moment: What the Biggest Tech IPO of 2026 Means for the AI Chip War
The artificial intelligence hardware narrative just gained its most intriguing protagonist since the launch of ChatGPT. Cerebras Systems, a pure-play…
The AI Power Play: NextEra-Dominion’s $67B Mega-Merger and the New Energy Supercycle
For the past three years, the artificial intelligence investment narrative has been entirely dominated by semiconductors and software. The market…
BlackBerry (BB): The Physical AI Turnaround Is Complete
BlackBerry Limited (NYSE: BB) has long shed its legacy as a smartphone pioneer to emerge as a foundational software provider…
NVIDIA’s $5.5 Trillion Stress Test: Positioning for the Most Important Earnings of 2026
The entire U.S. equity market is holding its breath for Tuesday, May 20. When NVIDIA reports its fiscal first-quarter 2027…
Adobe (ADBE): Navigating the AI TransitionAmid Leadership Changes
Adobe Inc. (NASDAQ: ADBE) finds itself at a crucial inflection point in 2026. Long considered the undisputed champion of creative…
The Beijing Hangover: Boeing’s Sell-the-News Trap and the New Fed Regime
The intersection of geopolitics and monetary policy created a volatile cocktail for equity markets over the past 48 hours. While…
The Warsh Era Begins: Navigating the Regime Change in Interest Rates
The era of the “dovish put” is officially over. In a dramatic 24-hour sequence that fundamentally altered the macroeconomic landscape,…
