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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
At what oil price level does Gulf conflict risk trigger demand destruction in EM economies?
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Mar 12, 2026
Can Oracle's multi-cloud and sovereign cloud strategy take AI workload share from AWS and Azure?
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Mar 12, 2026
How does CoreWeave's GPU-as-a-service model threaten traditional hyperscaler economics?
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Mar 12, 2026
Which data center REITs benefit most as hyperscalers race to lock up AI-ready capacity?
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Mar 12, 2026
Can power infrastructure companies like GEV and ETN sustain premium multiples as AI capex normalizes?
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Mar 12, 2026
Where does the $200B+ AI infrastructure spend concentrate: chips, networking, power, or cooling?
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Mar 12, 2026
Which picks-and-shovels names have the highest AI revenue concentration heading into 2027?
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