Vyzora Lens
Research Archive
Date-stamped editorial notes from the Vyzora research desk. Every piece of analysis we publish appears here, in chronological order, available to all subscribers and citable by date and version.
Publication cadence: weekly tracker · monthly grade reviews · quarterly sector deep-dives · ad-hoc on material events
Vyzora Lens — Research Methodology v1.0
First publication. Establishes the framework: 110-name universe across 12 sectors; 8-wave capex narrative; A–F conviction grading; FOCUS / TRACK / MONITOR / SPECULATIVE editorial signals. Includes performance disclosure with explicit survivorship-bias note.
Read methodology →
Sector 7 review — Sovereign AI & Data Center Infrastructure
Governments are committing $700B+ to national AI compute by 2035. APLD, CORZ, IREN — Bitcoin miners pivoting to AI compute leases — are our highest-conviction names in the wave. Pre-consensus thesis: power-locked sites with grid contracts re-rate before pure GPU capacity does.
Open in Lens →
April conviction-grade review across the 12-sector universe
Grade changes this month: Optics moved B→A on H2 2026 1.6T transceiver shipment data; Quantum stays D pending Q2 IBM commercial bookings disclosure; Power held A on continued grid-constraint catalysts.
Open in Lens →
May conviction-grade review
Routine monthly refresh of A–F grades and editorial signals across the active universe following late-April catalysts.
In progress
Sector 2 review — Memory & HBM cycle update
Post-Q1-2026 earnings refresh on HBM capacity, pricing, and commoditization timing. Updates conviction grades for SKHF, MU, WDC, SNDK; CXL transition assessment.
In progress
Sector 3 review — Optical Transceivers + CPO deployment update
Q2 2026 review of LITE / COHR / FN / ANET / VIAV. CPO commercial deployment status, EML supply-chain check, NVIDIA photonics investment update.
In progress
Sector 9 review — Q2 2026 earnings on AI revenue attribution
Did the bifurcation thesis (META, NOW, CRM as monetizers vs. capex spenders) hold through Q2 earnings? First major test of the framework's most public conviction call.
In progress
2026 — Q1 (pre-publication)
Editorial framework was finalized in April 2026. Pre-publication research notes and drafts are not retained in this archive but are available on request to research@vyzora.ai for citation or review purposes.