Publications

Part 2 of AI solutions for the Buy Side, Research Systems

AI solutions for the buy side Sep 11, 2026

Software companies with customer concentration and weakening moats

Mosaic framework results Sep 3, 2026

AI solutions for the buy side, Idea generation

AI solutions for the buy side Aug 24, 2026

BMRN BioMarin GC 2026 questions

Canaccord Genuity 2026 Aug 10, 2026

QLYS — Questions for Management

Canaccord Genuity 2026 Aug 10, 2026

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

China HPC production Jul 9, 2026

Miners are selling megawatts, not hashes.

The Bitcoin Miner to AI Infra transition Jul 8, 2026

Devon Energy: Management Q&A Topics

J.P. Morgan Energy, Power, Renewables & Mining Conference (New York, June 23, 2026) Jun 18, 2026

Oceaneering Management Qs — OII

J.P. Morgan Energy, Power, Renewables & Mining Conference (New York, June 23, 2026) Jun 18, 2026

SM Energy Management Questions

J.P. Morgan Energy, Power, Renewables & Mining Conference (New York, June 23, 2026) Jun 18, 2026

Phillips 66 — Management Questions

J.P. Morgan Energy, Power, Renewables & Mining Conference (New York, June 23, 2026) Jun 18, 2026