Thesis-driven analysis of AI infrastructure, GPU supply chains, energy grids, and deep technology companies. Every research note follows the same structure:

Signal

What changed and where the market may be mispricing it.

Mechanism

The engineering and capital-cycle drivers behind the signal.

Implication

Leading indicators and decision points to monitor next.

Coverage Universe

Compute & SiliconNVDA · AMD · AVGO · QCOM · MRVL · ARM · TSM

Semis Equipment & MemoryAMAT · LRCX · KLAC · ASML · MU

Networking & InterconnectsANET · CSCO · COHR · LITE · SMCI · DELL

Power & InfrastructureETN · VRT · GEV · APH · PH · FSLR · ENPH

Software & SecurityDDOG · CRWD · PANW · ZS · PLTR · NOW · CRM · NET · SNOW · MDB

AI PlatformsMSFT · GOOGL · AMZN · META · AAPL · ORCL · NFLX

Published Research

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