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Published research · Complete archive2026 · 3380 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Mar 12, 2026
Which US aluminum smelter benefits more from tariff protection — Alcoa's integrated model or Century's pure-play?
AACENX
Mar 12, 2026
Where do returns on AI capex accrue — cloud operators, server OEMs, or component suppliers?
ORCLDELLSMCIVRT
Mar 12, 2026
How do capex payback periods compare between cloud infrastructure and equipment layers?
ORCLDELLVRTSMCI
Mar 12, 2026
How do tanker and LPG shipping rates respond to Middle East conflict escalation?
FRODHTSTNGINSWLPG
Mar 12, 2026
Which AI server OEM has more durable customer lock-in: Dell's enterprise stack or SMCI's customization?
DELLSMCINVDA
Mar 12, 2026
Can Supermicro close the margin gap with Dell as AI server volumes scale?
DELLSMCI
Mar 12, 2026
Which US LNG exporters gain the most from rerouted European gas flows amid Gulf escalation?
LNGVGEQTCOPGLNG

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