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Hey!
Yesterday, I sat down to write this article, fully intending to pick one of four stories that caught my attention last week.
Most weeks, deciding which to share is an easy choice. But not this time.
So today, I’m just going to share two.
Computer Chips Built On Glass
Source: Trumpf.com
In my late 20s, I helped build software for a Smart Factory owned by a German company called TRUMPF.
The company manufactured high-power lasers, electronics, and other industrial tools. It was completely automated and run by AI.
One of the coolest projects I’d been part of, by far.
But after we delivered the software, I never thought about them again, until yesterday.
I read that TRUMPF develops technology to manufacture computer chip substrates out of glass instead of the plastic we’ve used for decades.
Why?
It doesn’t warp: Glass doesn't bend or deform like plastic when it gets hot inside computers. As more powerful AI chips are developed, it becomes a real concern.
It fits more wires: Because glass stays perfectly flat, engineers can pack in 10x more wires without breaking them, helping data travel much faster than before.
It saves electricity: Energy travels through glass much easier than plastic. So, computers won’t have to work as hard, and consumers get longer battery life.
It works with light: Glass makes it easy to use light beams to move information instead of slow electricity. (We talked about Nvidia doing this back in July — click here.)
Investor Lens: Don’t forget that manufacturing companies shape the future of technology just as much as the companies designing it.
Power Grids Are Getting Battery Storage
Source: powergenadvancement.com
Right now, the electrical grid only supplies power in real time. That means when you flip a switch, a power plant has to ramp up to supply your energy.
The same goes for solar panels and wind turbines. That energy can only be used when the sun is hitting the panels, or wind is turning the turbines. Not after.
Either way, the electricity has to be used as soon as it’s made. Otherwise, it goes to waste. There’s no way to save it for later.
But companies are actively solving that problem with something called Grid-Scale Batteries.
Think about a typical day: energy demand is low between 12:00 and 5:00 pm. Everyone’s at work and school. The batteries will store the energy produced during that time, then release it at 6:00 pm when you’re home and turning your AC on full blast.
These batteries are being installed fast. In just 3 months, the U.S. added enough grid battery storage to power 14.25 million homes for an hour.
Investor Lens: Batteries for electric vehicles are cool. But batteries for entire electrical grids are game changers.
Big Beginner Insight
Technology is layers deep.
Both of today’s technologies sit well beneath the top layers.
As investors, we have to peel back those layers to uncover the “diamond” opportunities sitting beneath what everyone already knows.
Keep investing in tech that shapes our future,
-Isaiah from Earn Out Loud
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The next Apple may already exist. Insider sources say Elon has spent two years building a secret device inside Tesla's facilities — one he claims will be "10x bigger than the largest product in history."
There's just one problem: the company is private, and unless you know Elon personally, you can't buy a single share. That was true until Guardian's research team found three public ticker symbols sitting in the launch supply chain.
Click here to see all 3 tickers, free of charge.
You won't hear these names on CNBC — Wall Street hasn't published a word on the connection. But when the launch hits September 21, that quiet ends.
Some are already calling this the biggest opportunity since AI. For anyone who missed Apple before the iPhone, this may be a second look at that kind of setup.