Temple 8: The Architecture of the Future
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Revisiting MaxLinear: Why We're Long Term Bullish
While MaxLinear’s PAM4 DSPs (such as the 400G/800G Keystone and the next-generation 3nm 1.6T Rushmore chipsets) have been the main driver of the…
Jun 9
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The Soitec Twin? A Massive Undiscovered Foundational Photonics Play & The Fab Nobody Is Watching
Apr 2
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The Oligopoly Of Light
Feb 12
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The CPU Bottleneck: 10 Stocks For The AI Inference Regime
Apr 23
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Power Semis: A Closer Look
May 14
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Making Sense of the NAND Cycle and HBF
Making Sense of the NAND Cycle and HBF
Jun 4
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Penguin Solutions Update: New Targets
The Path to $220-270 -$PENG
Jun 2
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Forensic Clues: Dell PowerEdge
Upon closer examination of this tweet from Michael Dell on May 31, 2026, dropping the world’s first physical NVIDIA Vera Rubin NVL72 (Dell PowerEdge…
Jun 1
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Temple 8 Research
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The Connectivity Bridge: The Missing Layer In Every Edge AI Stack
Temple 8 |Deep Research| May 2026
May 28
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Temple 8 Research
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To Hell and High Wafer: Inside the Black Swan Bet on AXTI
Temple 8 | Special Situations | May 2026
May 26
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John Deere ($DE) | The Subprime Tractor Trade: Q2 Forensic Update
High Conviction Short
May 24
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The Edge AI Battlefield: Three Altitudes, One Structural Shift
Temple 8 | Deep Research | May 2026
May 21
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The Undiscovered Credo Alternative Backed By Elon Musk
Temple 8 | Single Stock Long Thesis| May 2026
May 19
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Temple 8 Research
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Power Semis: A Closer Look
Temple 8 | Deep Research | May 2026
May 14
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Temple 8 Research
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Temple 8: The Architecture of the Future
We hunt the structural breaks the market ignores. From Foundry Geopolitics to Robotics, we map the deep cycles of the 2025–2035 AI transformation. This isn't news. It is the blueprint for the next decade. Escape the retail consensus
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