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Explore our most impactful research, deep-dives, and analysis from 2025. From AI infrastructure plays to semiconductor supercycles — discover the insights that shaped the year.
Our most impactful analysis and deep-dives from 2025
December 31, 2025
We describe our newsletter as 'free,' however the resources and deep-dive technical data we provide are often comparable to institutional reports costing thousands.
December 28, 2025
A look back at our most impactful media appearances and how our analysis shaped the narrative around AI monetization throughout the year.
While the market fixates on the obvious players, one massive software infrastructure play is quietly capturing record-breaking AI revenue.
Analyzing the customized silicon landscape and why Broadcom's unique position makes it an essential component of any AI-focused growth portfolio.
Why open-source AI models are actually a massive defensive moat for Meta's core advertising business.
We break down the fundamental shifts in customized silicon and why sovereign AI demand is creating a decade-long floor for growth.
Key moments and analysis that defined our coverage this year
Comprehensive coverage of data center buildout and power constraints facing AI expansion.
Identifying structural shifts in customized silicon and sovereign AI demand patterns.
Early entries in NVDA (2018), BTC buy alerts (2022), and SMCI (2024) driven by our disciplined AI thesis and risk management.
Trump's robotics push is moving markets. Here are three robotics stocks — TSLA, SYM, and TER — that may benefit from a new US robotics mandate.
A comprehensive guide to indexing and why fundamental tech analysis consistently outperforms the broader market.
Understanding market cycles and sentiment indicators to navigate volatile crypto environments with a long-term mindset.
From space tech to biotech, these seven companies are preparing for the most anticipated public listings of the coming decade.
Building a foundation of passive income with high-durability companies that consistently increase their payouts.
