Trump removed China from the power grid - and these are the companies that might celebrate
On Our Radar·GEV·Aug 27, 2026·4 min read
On Our Radar
GEV
Trump removed China from the power grid - and these are the companies that might celebrate
Aug 27, 2026 · 4 min
Yesterday ChatGPT experienced a global communication failure
Breaking·CEG·Jul 27, 2026·1 min read
Breaking
CEG
Yesterday ChatGPT experienced a global communication failure
Jul 27, 2026 · 1 min
Nvidia's partners for V800
Deepdives·NVDA·Jun 17, 2026·2 min read
Deepdives
NVDA
Nvidia's partners for V800
Jun 17, 2026 · 2 min
Evercore model: AI token consumption will explode demand for infrastructure
Deepdives·NVDA·May 25, 2026·3 min read
Deepdives
NVDA
Evercore model: AI token consumption will explode demand for infrastructure
May 25, 2026 · 3 min
The AI revolution: the great opportunity in power infrastructure
PremiumOn Our Radar·CEG·Apr 14, 2026·2 min read
On Our RadarPremium
CEG
The AI revolution: the great opportunity in power infrastructure
Apr 14, 2026 · 2 min
Trump administration accelerates connection of AI infrastructure to the power grid
Market Overview·FIX·Oct 24, 2025·2 min read
Market Overview
FIX
Trump administration accelerates connection of AI infrastructure to the power grid
Oct 24, 2025 · 2 min
Saudi Arabia's digital revolution
Deepdives·NVDA·Oct 14, 2025·5 min read
Deepdives
NVDA
Saudi Arabia's digital revolution
Oct 14, 2025 · 5 min
Returns of solar stocks since our hot report
PremiumBreaking·SEDG·Jul 8, 2025·1 min read
BreakingPremium
SEDG
Returns of solar stocks since our hot report
Jul 8, 2025 · 1 min
More stocks to watch
PremiumOn Our Radar·FSLR·Jun 17, 2025·1 min read
On Our RadarPremium
FSLR
More stocks to watch
Jun 17, 2025 · 1 min
The quiet revolution – industrial stocks beating Wall Street!
Deepdives·PWR·May 23, 2025·4 min read
Deepdives
PWR
The quiet revolution – industrial stocks beating Wall Street!
May 23, 2025 · 4 min
Stocks far from their peak: has the train left the station?
On Our Radar·CELH·Apr 28, 2025·2 min read
On Our Radar
CELH
Stocks far from their peak: has the train left the station?
Apr 28, 2025 · 2 min
After a great week on Wall Street, we continue into an extremely busy week!
Market Overview·MSFT·Apr 27, 2025·1 min read
Market Overview
MSFT
After a great week on Wall Street, we continue into an extremely busy week!
Apr 27, 2025 · 1 min
California fires: who are the losers and who are the winners?
Market Overview·ALL·Jan 13, 2025·2 min read
Market Overview
ALL
California fires: who are the losers and who are the winners?
Jan 13, 2025 · 2 min
The massive fires in Los Angeles - part 2
PremiumMarket Overview·AIG·Jan 13, 2025·3 min read
Market OverviewPremium
AIG
The massive fires in Los Angeles - part 2
Jan 13, 2025 · 3 min