Research Notes and Reports

February 13, 2026 - 1:06 PM

Supersonic Tsunami: Why the Market’s Stress Signals Are Flashing 10x More Than Normal

February 2, 2026 - 7:45 AM

Brazil and the Green Compute Arbitrage of the AI Decade

January 26, 2026 - 7:45 AM

Why AI Is Running Into Silver

January 20, 2026 - 7:30 AM

Why Buying “Cheap” Software Is the New AI Bubble Trade

January 15, 2026 - 8:40 AM

The Machine Economy: Why AI Agents Need New Money

January 12, 2026 - 10:33 AM

The Power Constraint: How AI’s Next Phase Rewrites Infrastructure Economics

January 7, 2026 - 9:31 AM

The Opus 4.5 Inflection Point: When AI Crossed the Threshold

January 5, 2026 - 7:45 AM

The Physical World Upgrade: Why AI’s Next Chapter Demands a Hardware Renaissance

December 29, 2025 - 11:12 AM

The Nvidia-Groq Deal: Why AI’s Next Frontier Requires Architectural Revolution Over Moore’s Law