Research · Jun 12, 2026
BYDDY Stock: Iran War Cleantech Tailwind Explained
BYD captures Iran-driven energy substitution across EV + battery + solar simultaneously. FT thesis: Iran war propels China cleantech.
Research · Jun 9, 2026
TSLA Stock: Unitree Robots and the Optimus Threat
Unitree G1 prices at $27.3K with 67% gross margin and 250+ labor deployments. Ahead of TSLA Optimus on every disclosed unit-cost dimension.
Research · Jun 9, 2026
BABA Stock: Why the Pentagon China List Matters
BABA joined the Pentagon Section 1260H list June 9. Forced-selling from US pension funds and endowments estimated at $4-7B over six to twelve months.