ROHIT GUDI

~ / SILENT.ENGINEER

10-year platform/infrastructure engineer. Focused on supply chain security, Kubernetes, workload identity, zero-knowledge proofs and automation. I publish technical notes on infrastructure, software and — sometimes — equity research.

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ENGINEERING
11 NOTES
RESEARCH
22 NOTES
  • RDW HOLD Redwire was assembled in 2020 by AE Industrial Partners — a rollup of two niche …
  • ONDS HOLD Ondas Holdings was incorporated in 2014 as Ondas Networks, a single-product wireless …
  • HIMX OVERWEIGHT In 2001 Jordan Wu — MIT-trained, fresh out of a Trident Microsystems engineering tour — …
  • ISRG HOLD Intuitive Surgical was incorporated December 8, 1995 in Sunnyvale, but the actual origin …
  • SMR HOLD NuScale Power was spun out of Oregon State University in 2007 — DOE national-lab IP, a …
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I publish technical writeups under /engineering/ and equity research under /research/. The split is the message — engineering content is technical; research notes are exploratory and are not investment advice.

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