May 26, 2026 - 11:02 AM
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Research Notes and Reports
May 19, 2026 - 12:45 PM
AI’s Strait of Hormuz: When Real Demand Becomes the Real Risk
May 11, 2026 - 8:21 AM
Running Hot Into Scarcity
April 28, 2026 - 12:41 PM
SPOTLIGHT MARKET UPDATE Jordi Video Update 4/28
April 27, 2026 - 4:15 PM
SPOTLIGHT STOCK UPDATE Entegris and the Missing Chemical Layer of the AI Economy
April 27, 2026 - 7:45 AM
The Edge Awakens: Why Power Semiconductors Are the Next Scarcity Trade
April 20, 2026 - 8:45 AM
When AI Costs Start Looking Like Labor Costs
April 15, 2026 - 1:06 PM
The Terawatt Gap: Why Compute Scarcity Is the New Macro Reality
April 14, 2026 - 12:47 PM