Company Coverage — The Durability Curve

The Durability Curve tracks companies through the lens of vault laws: where value is migrating, what structural position each company holds, and what would break the thesis. Each company has a dedicated index page linking all coverage.

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Covered Companies

NVIDIA — central position in the AI infrastructure thesis. GPU compute bottleneck, Law I primary signal. 9 articles.

Upcoming

IQE, Lumentum (LITE), Coherent (COHR), POET Technologies, Aeluma (ALMU), ABB, Schneider Electric, Bachem (BANB). Each will get an index page when coverage density reaches 3+ articles.

What This Index Is

Every company on this list has been analysed through the vault framework: a clear thesis derived from a law, falsification triggers, and a structural position in the AI infrastructure supply chain. Index pages are updated as new articles are published.

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Full research reports at harryfloyd.gumroad.com.