Research Reports
Monthly analysis tracking capital flows through the AI ecosystem. From hyperscaler investments to fundamental resource producers.
The AI "Growth" Story Ends in 2026. Unless We Fix the Physics. Our latest deep dive uncovers the single most obscure, yet critical bottleneck in the AI supply chain: Indium Phosphide (InP), essential for the photonics shift. AXT Inc. ($AXTI) controls ~30-35% of the world's substrate capacity and access to raw materials, making it a critical choke point for hyperscalers like Google, Microsoft, and Nvidia. As AI compute scales, securing InP becomes a multi-trillion dollar imperative.
Deep dive into the resurgence of nuclear power driven by AI data center demand. Analysis of utility deals, uranium supply constraints, and investment implications.
Examining the bottlenecks in advanced chip manufacturing. From TSMC capacity to ASML equipment delivery timelines.
Analysis of the real estate investment trusts powering cloud infrastructure. Valuation concerns, development pipelines, and power availability challenges.
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