Activist monitor

10 posts

New activist investor positions

• Activists surge: board seats, control stakes and heated proxy fights
• Flerie Invest gains control of Xintela with board seat and bridge financing
• New Activist Stakes and Board Shifts Across 50+ Global Stocks

Hyperscalar capex brief

4 posts

• AI data-center spending intact as power and permits drive timing risk
• Meta's AI push supercharges hyperscaler buildout, suppliers stay busy
• Suppliers see strong AI demand while power and timing risks rise

Mgmt change events

4 posts

• Widespread CEO reshuffle sweeps Ispire, Ericsson, JBSS and global peers
• Wave of CEO appointments reshapes leadership across tech, healthcare, aviation and consumer
• Global CEO shakeup as new leaders take the helm across industries

China HPC production

1 post

• Where Huawei's petaflops are actually landing — the SMIC wafer choke point

The Bitcoin Miner to AI Infra transition

1 post

• Miners are selling megawatts, not hashes.

Economic Bellwethers

2 posts

• K-shaped consumer split: premium winners rise as value channels struggle
• How the Affordability Effect Is Reshaping Retail and Finance

J.P. Morgan Energy, Power, Renewables & Mining Conference (New York, June 23, 2026)

4 posts

Question packs for the upcoming conference

• Devon Energy: Management Q&A Topics
• Oceaneering Management Qs — OII
• SM Energy Management Questions