Skip to main content

Investment Thesis

10 August 2025

Astera Labs

Company Overview & Core Business Segments Astera Labs, Inc., founded in 2017 in Santa Clara, CA, is a fabless semiconductor company focused on high-speed connectivity for cloud and AI data…

16 July 2025

Ramaco Resources

Ramaco Resources, Inc. is a U.S.-based producer of high-quality metallurgical coal (used for steelmaking) with operations in Central Appalachia. The company operates multiple underground and surface…

02 July 2025

Navitas Semiconductor (NVTS)

Company Overview Navitas Semiconductor (NASDAQ: NVTS) is a power semiconductor company specializing in next-generation gallium nitride (GaN) and silicon carbide (SiC) technologies for power…

25 June 2025

SoFi Technologies (SOFI)

Investment Report 1. Company Overview SoFi Technologies, Inc. (NASDAQ: SOFI) is a digital personal finance company aiming to become a one-stop-shop for financial services. It offers lending products…

23 June 2025

BigBear.ai (BBAI)

Company and Investment Review 1. Business Overview BigBear.ai (NASDAQ: BBAI) provides AI-powered decision support solutions to government and commercial clients. It integrates data analytics,…