MY THOUGHTS AHEAD OF NVIDIA EARNINGS

$NVDA has become the gravity point of this entire market. That’s why next week’s earnings aren’t just about one company -- they’re about whether the AI cycle still has the strength to carry $QQQ & $SPY higher.

The stock has already returned 15x since the 2022 bottom & that kind of run naturally invites the “bubble” label. The real question now is whether the fundamentals can keep matching the price.

Here’s what I’ll be watching 👇🧵 1. What the Bears Are Getting Wrong

The way I’m looking at $NVDA heading into earnings is less about whether they “beat” and more about whether they continue to prove that the demand side of this AI cycle is as durable as bulls believe -- and that the supply bottleneck remains on their side, not the customer’s.

Bears will tell you that Nvidia has become the railroad of the 1880s: overbuilt, over-owned, and destined to underperform once the tracks are laid. They’ll argue that hyperscaler capex can’t keep compounding at this pace forever, that margins at 75% are unsustainable once $AMZN, $MSFT, $GOOGL & $META accelerate their own silicon, and that China’s reluctance to commit to H20 orders underscores just how dangerous Nvidia’s geopolitical positioning is.

They’ll even go further and point to the law of large numbers: $4T in market cap on a business that may generate just over $200B in revenue next year is stretched, and no chip company has stayed on top forever -- $INTC and $CSCO are both cautionary tales of leadership that looked unshakable until it wasn’t.

5 STOCKS BUILDING THE INFRASTRUCTURE OF TOMORROW

A handful of companies are quietly laying the foundation for what’s next. The markets they’re targeting are massive. The missions? Real.

Here are the five I’m watching -- let’s get into it 👇 5. $OKLO | Oklo

AI’s Power Stack Won’t Run on Wind

If AI is the compute layer of the new economy, energy is its constraint. Data centers are devouring power. Grid capacity is strained. And intermittent renewables can’t keep up.

That’s where Oklo steps in.

Forget the image of a giant cooling tower in the desert. Oklo is building small-scale, fast-reactor nuclear systems that can be deployed directly next to the nodes of demand: hyperscale data centers, military bases, remote industrial sites. This isn’t a utility. It’s a power appliance -- modular, dispatchable, and built for an always-on AI era.

The Aurora design is already in front of the NRC. The Idaho National Lab site is live. And with DoD partnerships already locked in, Oklo isn’t just building clean power -- they’re building strategic infrastructure.

But make no mistake -- it’s early, and the stock isn’t cheap. The revenue timelines are still years out, and nuclear development is notoriously slow-moving.

Still, the inevitability is real. AI won’t scale without local, stable, high-density energy. The grid won’t be enough. And when the demand surge hits, Oklo’s reactors won’t just be viable -- they’ll be essential.

FUTURUM AI FIFTEEN REVEAL

We built the Futurum AI Fifteen -- a curated list of non-Mag 7 companies we believe are gaining critical leverage in AI infrastructure.

Ranked by our proprietary AIRometer Score -- here are the top 15 👇 15. $ALAB | Astera Labs

AIRometer Score | 6.5

 Solving the AI Bottleneck for Scalable Inference

The Bonsai segment of my portfolio is reserved for companies with an ABSOLUTE MONOPLY in their niche.

These are the early-stage secular growth leaders with no real competition -- here are the five that qualify 🧐

1. $PLTR | Palantir

The Operating System of AI

Palantir belongs in my Bonsai portfolio because it holds an absolute monopoly in AI-driven intelligence for defense and enterprise, operating in a category where no real competitors exist at scale. Unlike traditional software firms that compete on features or pricing, Palantir has built an unshakable position by embedding itself into the most sensitive operations of the U.S. government and the world's largest enterprises. It doesn’t just sell software -- it provides the entire intelligence backbone for decision-making in environments where failure isn’t an option.

The Pentagon’s reliance on Palantir isn’t theoretical -- it’s already integrated into mission-critical programs like Project Maven (AI-powered battlefield intelligence), TITAN (real-time combat decision-making), and Space Force’s satellite analytics. These aren’t pilot projects -- they are the core infrastructure for modern warfare. Legacy defense contractors like $LMT & $RTX simply do not have the software capabilities to compete in this new era of AI-driven defense. When the Pentagon needs scalable, cost-efficient intelligence solutions, there is no alternative to Palantir -- a dynamic that strengthens as budgets tighten.

This same dominance extends beyond defense. Palantir’s AI platform, AIP, is creating a monopoly in enterprise AI decision-making, much like how $NVDA locked up AI computing with CUDA. Businesses struggle to integrate AI into their workflows because there’s no standardized infrastructure -- Palantir has solved that by becoming the default operating system for AI deployment. Just as CUDA entrenched NVIDIA’s GPUs in AI workloads, AIP is embedding itself into Fortune 500 companies and government agencies, making switching costs prohibitive. The result? Palantir is quietly monopolizing the AI-driven intelligence layer of the economy, turning its contracts into long-term, high-margin revenue streams with virtually no competition.

Wall Street still treats Palantir like a legacy defense contractor rather than recognizing its unique position as the only AI intelligence provider at scale. This isn’t a company fighting for market share -- it’s a company that owns the market outright. Investors undervalued NVIDIA for years until CUDA’s dominance became undeniable. The same is happening now with Palantir. The AI-driven future of defense, enterprise intelligence, and government operations has already begun, and Palantir isn’t just leading the way -- it’s the only player that matters. 2. $AMZN | Amazon

The Ecosystem Powering the Digital Age

Amazon belongs in my Bonsai portfolio because it has built a monopoly across multiple industries, controlling e-commerce, cloud computing, AI infrastructure, and digital advertising with no real challenger that can match its vertical integration. It doesn’t just dominate markets -- it reshapes them, dictating the future of logistics, enterprise AI, and digital commerce while competitors are forced to adapt to its moves.

AWS alone is a trillion-dollar empire, serving as the backbone of modern cloud computing. With 31% global market share, it’s not just leading -- it’s defining the category. $MSFT and $GOOGL continue to battle for relevance, but AWS holds the largest enterprise cloud workloads, locking in customers with infrastructure that becomes exponentially harder to leave the deeper they integrate. But Amazon isn’t just maintaining its cloud dominance -- it’s expanding it into AI infrastructure, a space where hyperscalers are fighting for control. AWS’s in-house AI chips, like Trainium2 and Inferentia, are already disrupting $NVDA grip on AI computing by offering enterprises a cheaper, more efficient alternative to expensive GPUs. This is where the real battle for AI dominance will be won -- not just in model development, but in controlling the cost structure of AI itself. Amazon is positioning itself to own the economics of AI computing, giving businesses an unavoidable incentive to build on its cloud.

Beyond AWS, Amazon has turned its e-commerce operation into a logistics monopoly that no competitor can replicate. With over 38% of U.S. e-commerce market share, it is larger than its next nine competitors combined. But Amazon isn’t just an online retailer -- it has built a self-reinforcing flywheel where fulfillment centers, robotics, AI-powered logistics, and Prime’s subscription model create a system that no other retailer can match. Its 1,500+ fulfillment centers enable industry-best same-day and next-day delivery, while its AI-driven warehouse automation cuts costs at scale in ways that competitors can’t replicate. Every improvement Amazon makes in logistics and AI-driven efficiency further widens the gap between itself and the rest of the retail industry.

At the same time, Amazon has quietly monopolized digital advertising in a way that even $GOOGL and $META struggle to counter. Its $14B in quarterly ad revenue is growing faster than YouTube’s entire ad business, and with first-party shopper data that neither Google nor Meta can access, Amazon’s advertising network has an unmatched advantage in targeting, conversion, and closed-loop attribution. While traditional advertisers rely on external signals, Amazon owns the full customer journey, from browsing behavior to purchase history, making its ad network increasingly indispensable for brands.

Despite short-term market concerns over profit growth guidance, Amazon’s strategic positioning is undeniable. It is the only company with an AI infrastructure stack that spans cloud, chips, and enterprise software. It is the only retailer that can deliver near-instantaneous e-commerce at scale. It is the only digital advertiser that has full insight into purchase intent and transaction data. Amazon doesn’t just have a competitive advantage -- it has a multi-industry monopoly that continues to expand. When AI, cloud, logistics, and advertising all converge, Amazon isn’t just participating -- it’s the one company everyone else depends on.

Eric Schmidt, former CEO of $GOOGL, explains how the rise of Agentic AI is poised to transform enterprise productivity by replacing fragmented systems with unified, streamlined intelligence.

Here are my top 8 picks to capitalize on this shift 👇

1. $CRM | Salesforce

Agentic AI heralds an evolution in enterprise software architecture. It isn’t about patchwork improvements -- it’s about weaving entirely new fabric. These systems operate in real time, pulling data seamlessly from legacy archives, live streams, and unstructured reservoirs, while shedding the burden of manual oversight.

For giants like Saleforce, already entrenched in productivity and CRM dominance -- this moment represents the chance to transform their lead into an impenetrable fortress of Agentic AI-driven innovation.

I hold 20 stocks in my growth portfolio.

Let’s analyze the competitive moats of each holding, the rationale behind each investment & how they rank based on position sizing 🧐

1. $PLTR | Palantir
• Portfolio Percentage | 11%
• Industry | Big Data Analytics

From Data Chaos to Clarity: The Palantir Way

Palantir doesn’t just process data -- it orchestrates it. With enterprises drowning in an ocean of siloed information, Palantir’s Foundry platform emerges as the lifeboat, harmonizing disparate datasets into a cohesive, actionable symphony. But the innovation doesn’t stop there. Apollo, Palantir’s deployment engine, pushes the boundaries of possibility by enabling software deployment across secure, isolated systems, where others fear to tread.

Anchored in its legacy of high-stakes government contracts, Palantir has proven its mettle in some of the most demanding scenarios imaginable. Yet, its gaze is firmly set on the private sector, where industries like healthcare, finance, and energy are ripe for transformation through predictive analytics and AI-powered insights.

While critics harp on its valuation and reliance on government revenue, Palantir’s story is one of relentless evolution. As AI becomes the cornerstone of modern enterprise, Palantir is poised to emerge not merely as a participant but as the architect of this new operating system. 2. $TSLA | Tesla

• Portfolio Percentage | 11%
• Industry | Energy, EV, Robotics, AI, Software

Tesla’s Expanding Universe: Beyond Cars

Tesla’s dominance in the EV market is indisputable, but to call it merely an automaker is to miss the larger picture. Its innovations in battery technology, manufacturing, and autonomous driving software like FSD have redefined mobility.

However, the story doesn’t end on the road. Tesla’s energy division -- encompassing solar panels, Powerwall storage systems, and grid-scale solutions -- is positioning the company as a leader in the global energy transition. Add to that its vision for AI-driven autonomous fleets, and Tesla’s growth narrative expands to encompass entirely new industries.

Detractors often highlight lofty valuations and intensifying competition, yet Tesla’s ability to scale production while retaining healthy margins sets it apart. Also don't count out Optimus turning into more of a reality than a sci-fi dream.

The Top Five Companies on My 2025 Radar 🧐

1. $ASTS | AST SpaceMobile

Bridging the Connectivity Divide

In a world defined by digital interactions, where seamless communication is the lifeblood of progress, billions remain stranded in the void of unreliable access. Enter AST SpaceMobile, a company rewriting the rules of global connectivity. Positioned as the sole pioneer of a space-based cellular broadband network, ASTS aims to obliterate the barriers of geography with its revolutionary BlueWalker satellites, delivering 4G and 5G signals straight to smartphones -- no terrestrial infrastructure required.

Bears may point to the daunting challenges of satellite deployment or the eye-watering capital costs, but the company’s strategic alliances with heavyweights like $T and Vodafone signal confidence in its vision. With commercial service on the horizon for 2025, ASTS doesn’t just offer a solution it promises a paradigm shift in universal connectivity. 2. $ALAB | Astera Labs

Accelerating Data for the AI Age

Astera Labs is not merely participating in the race for data optimization -- it’s leading it. Specializing in cutting-edge silicon, hardware, and software, Astera targets the snarls in compute, networking, and storage pipelines, ensuring data-intensive operations flow effortlessly in hyperscale data centers. This precision engineering underpins the AI and cloud ecosystems -- where speed and efficiency dictate supremacy.

Poised for explosive growth, the company’s innovative CXL (Compute Express Link)-based solutions -- slated for release in 2025 -- promise to dismantle bottlenecks in an AI-driven world. As hyperscalers increasingly turn to Astera, its potential to dominate the data acceleration space becomes undeniable. For investors, Astera Labs offers more than a foothold -- it’s a springboard into the infrastructure fueling tomorrow’s intelligence.

The fabless chip design model has revolutionized the semiconductor industry by separating chip design from manufacturing -- this shift allows companies to focus on innovation without the high costs of running fabrication plants.

Let's delve into my top 6 names in this space 👇 6. $MRVL | Marvell Technology

• Chip Design Niche | Data Infrastructure Solutions
• Enterprise Value | $68.5B
• 2025 Key Metrics | 32x FCF; 20x EBITDA; 33% rev growth

• Competitive Advantage: They've carved out a niche in the semiconductor industry with its focus on high-performance data infrastructure solutions, catering to the burgeoning needs of cloud computing, 5G, and automotive electronics. Its product offerings, from advanced networking gear to storage controllers and processors, are tailored to the high-throughput and reliability requirements of data centers and telecom networks. Marvell's strategic acquisitions, such as Inphi, have broadened its tech portfolio, enhancing its capabilities in high-speed data movement and processing, and reinforcing its competitive edge in the data infrastructure market.

UBS predicts the AI industry's revenue will grow at a ~72% CAGR from $83B in 2024 to $420B in 2027.

The semiconductor ecosystem is complex, but here is my simplification on my 20 favorite companies within this space -- ranked from most to least expensive based on 2025 metrics👇 20. $PI | Impinj

• Enterprise Value | $5.9B
• Semiconductor Niche | RFID Technology & Solutions
• 2025 Key Metrics | 13.5x EV/S; 62x EBITDA; 105x P/E; 22% rev growth

• Competitive Advantage: They excel in Radio-Frequency Identification (RFID) technology and solutions, providing a critical link between physical items and digital data in retail, healthcare, supply chain, and other industries. Their RFID technology and solutions provide real-time identification and location tracking of items in industries like retail, healthcare, and supply chain. This disruption enhances inventory and asset management by increasing efficiency and accuracy. The Impinj Monza R6 chip and comprehensive platform make it possible to bridge the physical and digital worlds, enabling more streamlined and data-driven operations in various sectors.

Here are the top 10 stocks poised to benefit most if Trump wins the election 👇 10. $CLF | Cleveland Cliffs

• Industry | Iron & Steel
• Enterprise Value | $11.2B
• 2024 Key Metrics | 0.5x EV/S; 24x P/E, 8x EBITDA; 1% rev growth

• Tailwind from Trump Presidency: Infrastructure projects and a focus on domestic manufacturing under Trump could lead to increased demand for Cleveland-Cliffs' products, especially if tariffs curb foreign competition. This scenario would enhance both market share and profitability. Cleveland-Cliffs' vertical integration -- from mining to finished steel products -- provides a unique advantage, allowing it to quickly adapt to rising demand from the infrastructure and automotive sectors expected under Trump's policies.

I own 20 stocks in my growth portfolio.

Let's explore the competitive moats of each holding, their key metrics for 2025, and examine where they stand based on my position sizing 👇 20. $IONQ | IonQ

• Portfolio Percentage | 1%
• Enterprise Value | $1.5B
• Industry | Quantum Computing
• 2025 Key Metrics | -FCF; -EBITDA; 105% rev growth

• Competitive Advantage: Their competitive advantage is its leadership in quantum computing based on trapped ion technology, which offers superior qubit fidelity and scalability compared to other quantum computing approaches. This technological edge positions IonQ to be a front-runner in the race to achieve quantum advantage, where quantum computers can solve certain problems more efficiently than classical computers, opening up new markets and applications in complex computation fields.

Everyone is focused on the LLM race between big tech companies, but many are overlooking the monster in plain sight that will benefit most from this theme -- this is why I believe Ontology will be a game-changer for $PLTR 👇 The Three Layers of Ontology: Semantic, Kinetic & Dynamic

The Ontology semantic layer integrates various types of data, such as text, numbers, and images, creating a cohesive understanding of information. The kinetic layer leverages AI to automate and improve repetitive tasks and processes, enhancing efficiency with real-time monitoring. Meanwhile, the dynamic layer employs AI to run simulations, predict outcomes, and learn from past decisions to continuously improve.

UBS predicts the AI industry's revenue will grow at a ~72% CAGR from $83B in 2024 to $420B in 2027.

The semiconductor ecosystem is complex, but here is my simplification on my 20 favorite companies within this space -- ranked from most to least expensive based on 2025 metrics👇 20. $ARM | Arm Holdings

• Enterprise Value | $166.8B
• Semiconductor Niche | Processor Design & IP Licensing
• 2025 Key Metrics | 34.4x EV/S; 67x EBITDA; 82x P/E; 34% rev growth

• Competitive Advantage: Their unique IP and licensing model offer a compelling value proposition in the semiconductor industry, enabling widespread adoption of its energy-efficient architectures across a myriad of devices, from mobile phones to servers. This ubiquity creates a strong network effect, as software developers and hardware manufacturers standardize on Arm, further solidifying its position. Arm's R&D focuses on advancing its architectures to meet emerging computational needs, such as AI and IoT, ensuring its technology remains at the forefront of innovation. The recent push into infrastructure and automotive sectors represents significant growth opportunities, expanding Arm's reach beyond its traditional stronghold in mobile computing.

Solar stocks' recent struggles present a potential buying opportunity for long-term investors -- especially with solar & wind energy expected to surge from 12% to 33% of world energy production by 2030.

Let's explore the competitive moats of my top 10 favorite solar names👇 10. $STEM | Stem

• Niche Within Solar Ecosystem | Energy Storage & Management
• Enterprise Value | $283M
• 2025 Key Metrics | 1.8x EV/GP; 7x EBITDA; 35% rev growth

• Competitive Advantage: They operate at the intersection of AI and energy storage, focusing on optimizing energy use for commercial and industrial entities. Their flagship software, Athena, uses advanced analytics to automate energy decisions, providing substantial cost and energy savings. Stem's strategy includes expanding their reach through strategic partnerships and entering new markets, capitalizing on the growing demand for intelligent energy solutions. The company's competitive edge is underpinned by its unique AI-driven approach, setting them apart in the clean energy storage industry.

The fabless chip design model has revolutionized the semiconductor industry by separating chip design from manufacturing -- this shift allows companies to focus on innovation without the high costs of running fabrication plants.

Let's delve into my top 6 names in this space 👇 6. $MRVL | Marvell Technology

• Chip Design Niche | Data Infrastructure Solutions
• Enterprise Value | $68.4B
• 2025 Key Metrics | 32x FCF; 20x EBITDA; 33% rev growth

• Competitive Advantage: They've carved out a niche in the semiconductor industry with its focus on high-performance data infrastructure solutions, catering to the burgeoning needs of cloud computing, 5G, and automotive electronics. Its product offerings, from advanced networking gear to storage controllers and processors, are tailored to the high-throughput and reliability requirements of data centers and telecom networks. Marvell's strategic acquisitions, such as Inphi, have broadened its tech portfolio, enhancing its capabilities in high-speed data movement and processing, and reinforcing its competitive edge in the data infrastructure market.

Software isn't dead -- but AI will consolidate the industry around a few select winners.

We're now in a phase where only true experts can assess value -- requiring a deep dive into how software works & why it's hard to replicate.

Here are the winners I believe will survive⤵️ 10. $CFLT | Confluent

• Enterprise Value | $7.8B
• Industry | Data Streaming Software
• 2025 Key Metrics | 6.5 EV/GP; 128x FCF; 25% rev growth

• AI Tailwind: As generative AI evolves, it significantly impacts how data streams are managed and utilized -- making tech like Confluent's Apache Kafka-based platform increasingly vital. The company specializes in handling real-time data streams -- which is essential as the outputs from AI applications become more instantaneous and diverse, ranging from live interactions to dynamic content changes.

By leveraging Kafka -- Confluent enables businesses to capture, process, and make data available across the organization instantaneously. This capability is critical in an environment where the timeliness of data processing can drive significant competitive advantages.

Further integration of AI into Confluent’s operations enhances its ability to automate data flow management across complex systems. AI-driven enhancements include automated anomaly detection in data streams, predictive load balancing, and self-tuning capabilities, which optimize data throughput and reduce latency. These AI features not only improve system efficiency but also help in anticipating and resolving potential issues before they impact business operations.

This shift not only improves Confluent's core offerings but also positions the company as an integral component of modern data infrastructure -- particularly for enterprises that require high quality, real-time data handling capabilities to power their AI-driven applications.

Gen AI software spending is projected to rise nearly 30x to approximately $300 billion by 2032.

Let's explore the competitive moats of my 20 favorite software names, their key metrics for 2025, and rank them based on their projected growth in 2025 👇 20. $CRM | Salesforce

• Enterprise Value | $229.7B
• Industry | CRM Management Software
• 2025 Key Metrics | 6.9x EV/GP; 17x FCF; 10% rev growth

• Competitive Advantage: Their competitive edge is built on its innovative approach to customer relationship management. The centerpiece of this strategy is Salesforce Customer 360, a platform that seamlessly integrates customer data across multiple touchpoints, revolutionizing CRM practices by enabling a comprehensive view of the customer journey. This integration is enhanced by Salesforce's Einstein platform -- which incorporates AI to automate tasks and deliver predictive analytics, boosting decision-making and operational efficiency.

Banking is still in the early innings of a digital revolution -- Neobanking is projected to grow at a ~55% CAGR from $140B in 2024 to $2T by 2030.

Let's delve into my top 15 fintech stocks -- examine their competitive moats & rank them based on their projected growth in 2025👇 15. $COIN | Coinbase

• Fintech Niche | Cryptocurrency Exchange & Digital Assets
• Enterprise Value | $51.4B
• 2025 Key Metrics | 9.8x EV/S; 20x EBITDA; 66x P/E; 1% rev growth

• Competitive Advantage: They're a leading cryptocurrency exchange and wallet service, providing a platform for buying, selling, storing, and transferring digital assets. Their offerings include a range of products for individual investors, professional traders, and institutions, such as advanced trading platforms, custody services, and crypto payment solutions. Coinbase's commitment to security and regulatory compliance has positioned it as a trusted gateway to the cryptocurrency market for users worldwide.

In my investment strategy, I prioritize founder-led companies -- their track record of significant outperformance is impossible to ignore.

Here are 10 growth tech stocks with founder-led leadership poised to dominate the rest of this decade -- listed from smallest to largest 👇 10. $AXON | Axon Enterprises

• Enterprise Value | $20.1B
• Industry | Law Enforcement Technology & Body Cameras
• 2025 Key Metrics | 13.6x EV/GP; 34x EBITDA; 55x FCF; 21% rev growth

• Competitive Advantage: They've built a comprehensive ecosystem for law enforcement and public safety, combining TASER energy devices, body-worn cameras, and a cloud-based digital evidence management system. This integrated approach not only improves efficiency and accountability but also positions Axon as a one-stop solution for public safety needs. Axon's focus on innovation extends to developing AI-driven insights and advanced training solutions, enhancing the effectiveness of law enforcement agencies. The company's strong commitment to ethical considerations and community engagement around the use of its technology fosters trust and solidifies its market leadership.

UBS predicts the AI industry's revenue will grow at a ~72% CAGR from $83B in 2024 to $420B in 2027.

The semiconductor ecosystem is complex, but here is my simplification on my 20 favorite companies within this space -- ranked from most to least expensive based on 2024 metrics👇 20. $PI | Impinj

• Enterprise Value | $4.9B
• Semiconductor Niche | RFID Technology & Solutions
• 2024 Key Metrics | 12.9x EV/S; 84x EBITDA; 92x P/E; 15% rev growth

• Competitive Advantage: They excel in Radio-Frequency Identification (RFID) technology and solutions, providing a critical link between physical items and digital data in retail, healthcare, supply chain, and other industries. Their RFID technology and solutions provide real-time identification and location tracking of items in industries like retail, healthcare, and supply chain. This disruption enhances inventory and asset management by increasing efficiency and accuracy. The Impinj Monza R6 chip and comprehensive platform make it possible to bridge the physical and digital worlds, enabling more streamlined and data-driven operations in various sectors.

I own 20 stocks in my growth portfolio.

Let's explore the competitive moats of each holding, their key metrics for 2025, and examine where they stand based on my position sizing 👇 20. $PI | Impinj

• Portfolio Percentage | 1%
• Enterprise Value | $5.1B
• Industry | RFID Technology & Solutions
• 2024 Key Metrics | 68x FCF; 61x EBITDA; 20% rev growth

• Competitive Advantage: They excel in Radio-Frequency Identification (RFID) technology and solutions, providing a critical link between physical items and digital data in retail, healthcare, supply chain, and other industries. Their RFID technology and solutions provide real-time identification and location tracking of items in industries like retail, healthcare, and supply chain. This disruption enhances inventory and asset management by increasing efficiency and accuracy. The Impinj Monza R6 chip and comprehensive platform make it possible to bridge the physical and digital worlds, enabling more streamlined and data-driven operations in various sectors.