Richard Prati is an independent investor and former Wall Street technology research executive with nearly four decades of experience across semiconductors, infrastructure, networking, capital cycles, and technology infrastructure transitions. His work focuses on identifying structural bottleneck migrations — where value migrates across technology stacks as industries scale and infrastructure bottlenecks evolve. Recent research has centered on AI infrastructure, synchronization economics, optical networking, photonics, advanced packaging, and distributed compute architectures. Rather than focusing on quarterly narratives or momentum cycles, his analysis emphasizes long-duration infrastructure transitions, capital intensity, supply-chain asymmetries, manufacturing constraints, and the evolving hierarchy of technological bottlenecks. Richard previously co-founded American Technology Research, which was successfully exited in 2008. His investment experience spans public and private markets, with emphasis on special situations, secular infrastructure transitions, and underfollowed asymmetric opportunities. He holds a BS in Economics from Vanderbilt University and an MBA from the University of Rochester.
Analyst’s Disclosure: I/we have a beneficial short position in the shares of AMPX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.