Long-form conversations with management at publicly traded companies, shipped to an investor audience of over 200K.
Founder & CEO — NVIDIA ($NVDA)
Michael got to ask Jensen Huang about his photonics investments, helping retail investors better understand one of the most exciting AI infrastructure investment themes.
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Chief Administrative Officer — Infleqtion ($INFQ)
A deep dive with the newly public quantum company behind neutral-atom technology — room-temperature quantum clocks and sensors already shipping to NASA, the DoD, and the UK government, plus the valuation gap versus peers.
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President & CEO — LightPath Technologies ($LPTH)
Michael sat down with LightPath CEO Sam Rubin to break down the company's precision optical and infrared technologies, from molded aspheric optics to thermal imaging, and how demand is accelerating across defense, industrial, and AI infrastructure markets.
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Chief Executive Officer — Almonty Industries ($ALMT)
Michael sat down with Almonty Industries CEO Lewis Black to unpack the company's tungsten mining thesis — why critical mineral supply chains are shifting, the strategic importance of the Sangdong mine, and how Almonty is positioning to become a cornerstone of non-Chinese tungsten supply for defense and industrial end markets.
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SVP of Networking — NVIDIA ($NVDA)
Nvidia's $4B bet on photonics, walked through end to end — from scale-across networking to scale-up co-packaged optics — with the full optical roadmap explained for retail investors.
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VP, Agentic AI Products — NVIDIA ($NVDA)
Jensen said "every SaaS company will become a gas company" — this is the conversation that unpacks it. The NVIDIA VP shipping Nemotron agents to multi-billion dollar enterprises like $SNOW on why the software business model is being rewritten: "Agent based pricing. I think that's exactly where we're headed." Required watching for anyone holding a single SaaS stock.
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