Silicon
POET Technologies (POET): Optical Interposer Explained
POET stock explained: how the POET Technologies Optical Interposer puts lasers on a silicon wafer, its 800G and 1.6T optical engines, and its Q2 2026 numbers.
Author
Daniel Reyes
Science
Intuitive Machines (LUNR): Contract-Driven Revenue Explained
LUNR stock explained: how Intuitive Machines books revenue from NASA CLPS task orders, what the Lanteris deal changed, and which contracts run at a loss.
Servers
TeraWulf (WULF): From Bitcoin Mining to AI Hosting
WULF stock explained: TeraWulf's Q2 2026 10-Q puts HPC leasing at $31.9M against $12.8M from bitcoin mining. See the megawatts, customers and cash burn.
Silicon
Navitas (NVTS): GaN and SiC Power Semiconductors
NVTS stock explained: what Navitas GaN and SiC power chips do, the Navitas 2.0 pivot, the TSMC GaN exit, and the concentration figures in its filings.
Servers
Oklo (OKLO): The Reactor Model and Where Revenue Would Come From
Oklo stock explained: the Aurora build-own-operate reactor model, the first $1.2M of service revenue, the Meta and Switch pipeline, and the 2028 target.