Archive - Parallax Research

Portfolio Review — July 1st 2026

Year-to-date return of +87.96%

Jul 1 • Tristan MacInnes

May 2026

Portfolio Review — May 6th 2026

Year-to-date return of +42.05% | Since April 1st +56.88%

May 7 • Tristan MacInnes

April 2026

Veeco Instruments: The Hidden Enabler of Every AI Megatrend the Market is Ignoring ($VECO)

The HBM and photonics buildouts need billions in new equipment. A massive chunk of that spend flows directly to one overlooked company.

Apr 6 • Tristan MacInnes

March 2026

Forget the Chips, Buy the Glass: A Deep Dive on Corning (GLW)

Dissecting the optical fiber and solar monopoly fueling the next decade of infrastructure.

Mar 10 • Tristan MacInnes

Portfolio Review - March 1st 2026

Complete portfolio overview with notable trades made in the month of February

Mar 2 • Tristan MacInnes

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts