Research
In-depth analysis of sectors, companies, and investment themes. Data-driven deep dives at the intersection of AI and markets.
Space Economy February 26, 2026 20 min read
The $1.5 Trillion Catalyst: SpaceX IPO & The Space Economy
How SpaceX's historic IPO will reshape the space economy and impact publicly traded space stocks: RKLB, RDW, ASTS, MDA.
$RKLB
$RDW
$ASTS
$MDA
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AI Infrastructure February 26, 2026 25 min read
Data Centres, Energy & REITs: The AI Infrastructure Supercycle
$7 trillion projected to flow into global data centre infrastructure over the next 5 years. We identify 10 winners across REITs, nuclear energy, and power infrastructure.
$EQIX
$DLR
$IRM
$CEG
$VST
$TLN
$NEE
$BE
$VRT
$ETN
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