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Published research · Complete archive2026 · 3380 notes

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Mar 12, 2026
What does Mt. Holly's 100% restart mean for US domestic aluminum self-sufficiency?
CENXAAACH
Mar 12, 2026
Which European aluminum buyers benefit most from Grundartangi's July 2026 ramp completion?
CENXARNCKALU
Mar 12, 2026
How much incremental aluminum capacity does Grundartangi's full restoration add to the global market?
CENXAANHY
Mar 12, 2026
At what store count does Ollie's SG&A leverage inflect enough to expand operating margins?
OLLIFIVE
Mar 12, 2026
How does Ollie's gross margin compare to TJX and Burlington as closeout deal flow tightens?
OLLITJXBURLROST
Mar 12, 2026
Which regions offer the best whitespace for Ollie's next 750 stores?
OLLIBURLTJX
Mar 12, 2026
Which hyperscaler has the highest RPO-to-revenue conversion efficiency?
ORCLMSFTAMZNGOOGL

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