Iron Device · 464500

10 posts · 2024-09-23 ~ 2026-10-06

• Oct 6: 8 Strong Themes — Cybersecurity, Battery 2026-10-06
• Jun 11: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2026-06-11
• Weekly Theme Wrap (Jan 26 – Jan 30) 2026-01-30
• Jan 29: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), SpaceX 2026-01-29
• Dec 30: 8 Strong Themes — Semiconductor Equipment, Construction (Small & Mid Cap) 2025-12-30
• Feb 14: 6 Strong Themes — CXL (Compute Express Link), Semiconductor Materials & Components 2025-02-14
• Weekly Theme Wrap (Feb 3 – Feb 7) 2025-02-07
• Dec 27: 5 Strong Themes — Quantum Cryptography, System Semiconductors 2024-12-27
• Weekly Theme Wrap (Sep 23 – Sep 27) 2024-09-27
• Sep 23: 8 Strong Themes — Battery, System Semiconductors 2024-09-23