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Aug 8, 2026
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10 min read
A Variant Perception Analysis.
Jul 27, 2026
7 min read
Hyperscalers' net income is set to fall. Risks are brewing in subprime land.
Jul 14, 2026
14 min read
Beneficiaries of the $1.5 trillion defense budget and US Space Force mordernization.
Jun 29, 2026
15 min read
AI and Macro Developments.
Jun 14, 2026
12 min read
How AI is impacting IT Consulting and recent AI ecosystem updates.
Jun 1, 2026
23 min read
Recent developments. And are GPUs sitting in warehouses?
May 18, 2026
11 min read
A major strategic pivot acting as a overhang, giving investors an opportunity.
May 13, 2026
8 min read
New tailwinds.
May 4, 2026
Hyperscalers' earnings quality detoriate as CAPEX goes parabolic.
Apr 28, 2026
GE Vernova's prospects.
Apr 19, 2026
A Dream Far Away.
Apr 9, 2026
16 min read
Euphoria always feels rational until it doesn’t.
