UNDERSTAND BEFORE YOU COMPARE
A closer look at the hardware.
Clear explanations of the components, supplier roles and evidence behind the public companies in humanoid robots, smart glasses, AI server racks and quantum computers.
MODEL 001 / 4 GUIDES
Humanoid robots
How to research humanoid robotics stocks
Separate component suppliers, integrators and robot developers, then evaluate the evidence behind each connection.
Read the guide 5 min readStrain-wave, cycloidal and planetary gears
Three reducer architectures, different supplier roles. Understand the mechanism before comparing gearbox companies.
Read the guide 5 min readFour kinds of robot feedback, four different jobs
Force/torque sensors, encoders, IMUs and tactile sensors measure different things. Learn how to map them to the right public companies.
Read the guide 4 min readRobot batteries: cells, management and power electronics
A battery pack connects several businesses. Separate stored energy, monitoring, protection and power conversion before comparing stocks.
Read the guideMODEL 002 / 4 GUIDES
Smart glasses
What’s inside Ray-Ban Meta and Meta Ray-Ban Display glasses
Which parts of Ray-Ban Meta and Meta Ray-Ban Display are teardown-identified, which are disclosed, which are only attributed, and which remain unknown.
Read the guide 6 min readSmart glasses stocks: how to research the supply chain
Separate device makers, component makers and upstream enablers, then check the evidence, the listing and the commercial stage behind each connection.
Read the guide 6 min readHow AR glasses show an image: microdisplays and waveguides explained
A light engine makes the image and a combiner places it in front of the eye. Learn the panel and waveguide types before comparing the companies behind them.
Read the guide 5 min readSmart glasses market in numbers: shipments and share by research firm
IDC, Counterpoint and Omdia measure different markets. Their latest shipment and share figures, each with its definition and date, never combined.
Read the guideMODEL 003 / 4 GUIDES
AI server racks
What’s inside an AI server rack: a part-by-part tour
A tour of an NVL72-class rack, from GPU packages and the copper spine to power shelves and liquid cooling, with the listed companies connected to each part.
Read the guide 6 min readAI server rack stocks: how to read the supply-chain evidence
Separate platform owners, rack builders, component makers and upstream enablers, then check the evidence, customer concentration, group structure and listing.
Read the guide 6 min readCopper vs optics in AI racks: where each link runs
Why an NVL72-class rack wires its GPUs with copper and leaves the rack over optics, where active copper fits, and what co-packaged optics could change.
Read the guide 6 min readLiquid cooling for AI racks explained: cold plates to CDUs
How direct-to-chip liquid cooling moves heat out of an AI rack, where fans and rear doors still matter, and how to read the companies connected to each part.
Read the guideMODEL 004 / 4 GUIDES
Quantum computers
What’s inside a quantum computer: a part-by-part tour
A tour of a superconducting quantum computer, from the qubit chip and dilution refrigerator to wiring, amplifiers and control electronics, and who makes them.
Read the guide 6 min readQuantum computing stocks: makers, suppliers and the evidence
Separate quantum-computer makers, platforms, component suppliers and upstream enablers, then check the evidence, revenue scale, group structure and listing.
Read the guide 6 min readQuantum hardware compared: superconducting, ions, atoms, photons
Compare superconducting, trapped-ion, neutral-atom, photonic and spin qubits: what each qubit is, the conditions it needs, its key hardware and listed makers.
Read the guide 7 min readQuantum computer bottlenecks: refrigerators, helium-3 and wiring
Where superconducting quantum computers run short as volumes grow: dilution refrigerators, helium-3, helium-4, wiring and readout parts, and who supplies each.
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