Research
Everything we've published, in one place.
01
Half-Life
An investment into an overlooked nuclear energy monopoly
Aug 22, 202602
The Next Semiconductor Giant
Looking Towards the Future of AI Compute & Inference
Jul 1, 202603
Blood Money
The most asymmetric way to own the end of cancer.
Jun 27, 202604
The Next Layer of Consumer AI
Securing the future
Jun 14, 202605
Connecting The Future
100% Upside in Plain Sight
May 3, 202606
The Next AI Trade
And how to take advantage
Mar 1, 202607
Flying AI Space Datacenter Robots
A company that sits at the nexus
Jan 12, 202608
AI "Powers" Ahead
If it can...
Jan 6, 202609
A K-Shaped Pick
Its time to sweat
Dec 29, 202510
Regal Rexnord: A Pretty Boring Business
With a twist...
Dec 23, 2025