Group 1 - Amprius Technologies, Inc. (AMPX) demonstrates a significant performance gap compared to competitors in defense applications [1] - The company is positioned within a long-term investment horizon, focusing on sectors such as semiconductors, AI compute/infrastructure, and emerging technologies [1] - The investment strategy emphasizes holding onto successful companies while allowing underperformers to play out their thesis for at least a year [1] Group 2 - The article reflects the author's personal investment philosophy, which is influenced by macroeconomic and geopolitical trends [1] - The author maintains a long position in AMPX shares, indicating confidence in the company's future performance [2]

Core Insights - SES AI Corporation is a leader in AI-enhanced high-performance Li-Metal and Li-ion batteries, focusing on innovation through superintelligent AI across its operations [3][4]. Upcoming Events - SES AI will participate in CES 2026 from January 6-9, 2026, at the Las Vegas Convention Center, with opportunities for meetings [1]. - The company will present at the 28th Annual Needham Growth Conference on January 16, 2026, focusing on developments in Drone Battery, Energy Storage Systems, and Materials [2]. - SES AI will also be involved in the NASA Aerospace Battery Workshop from January 20-22, 2026, at NASA Johnson Space Center [3]. Company Overview - Founded in 2012, SES AI is headquartered in Boston and has operations in Singapore, Shanghai, and Seoul, specializing in Li-Metal battery development and manufacturing [3]. - The company aims to power the future of global electric transportation on land and in the air with advanced battery technologies [3].