Research Notes and Reports

October 7, 2025 - 11:34 AM

From the Playbook to the Play: Why NPUs Are AI’s Championship Moment

October 5, 2025 - 8:30 AM

Why AI’s Power Problem Will Rewrite Portfolio Construction for Traditional Investors

September 29, 2025 - 2:03 PM

Bubbles Lift Everyone, Concentration Leaves Most Behind

September 28, 2025 - 8:30 AM

AI “Bubble” or $Trillion Shift?

September 21, 2025 - 8:30 AM

Fed Policy Mistake vs. AI Disruptive Boom: Focus on the Forest, Not the Trees

September 18, 2025 - 3:51 PM

Factories That Manufacture Intelligence’: The New Semiconductor Inflection

September 17, 2025 - 10:43 AM

Oracle, Inference, and the Persistence of Disbelief

September 14, 2025 - 8:30 AM

Oracle’s AI Order Shock: The Week Tariff Fears Died

September 8, 2025 - 4:59 PM

Hybrid Solutions: Why AI Is the New Electricity Across Every Silo