The race for electricity
PremiumBreaking·VST·Oct 4·1 min read
BreakingPremium
VST
The race for electricity
Oct 4 · 1 min
Trump and Jensen Huang: the AI race continues
Breaking·Sep 15·2 min read
Breaking
Trump and Jensen Huang: the AI race continues
Sep 15 · 2 min
Apple under pressure: the race for components for the next iPhone
Deepdives·AAPL·Sep 9, 2026·5 min read
Deepdives
AAPL
Apple under pressure: the race for components for the next iPhone
Sep 9, 2026 · 5 min
The new race for technology companies: to fix vulnerabilities before attackers arrive
On Our Radar·CRWD·Sep 6, 2026·2 min read
On Our Radar
CRWD
The new race for technology companies: to fix vulnerabilities before attackers arrive
Sep 6, 2026 · 2 min
Mirz Securities: the race for HBM could create a severe DRAM shortage in 2027–2028
Deepdives·Aug 18, 2026·12 min read
Deepdives
Mirz Securities: the race for HBM could create a severe DRAM shortage in 2027–2028
Aug 18, 2026 · 12 min
Data centers are coming to the US military: the race for AI infrastructure enters military bases
Market Overview·Jul 29, 2026·3 min read
Market Overview
Data centers are coming to the US military: the race for AI infrastructure enters military bases
Jul 29, 2026 · 3 min
The race for infrastructure: computing power will determine the future of technology
Market Overview·Jul 28, 2026·2 min read
Market Overview
The race for infrastructure: computing power will determine the future of technology
Jul 28, 2026 · 2 min
Wall Street changes horses mid-race: money flees chips and returns to tech giants
PremiumMarket Overview·MAGS·Jul 16, 2026·3 min read
Market OverviewPremium
MAGS
Wall Street changes horses mid-race: money flees chips and returns to tech giants
Jul 16, 2026 · 3 min
The race for memory is becoming global?
On Our Radar·DRAM·May 11, 2026·2 min read
On Our Radar
DRAM
The race for memory is becoming global?
May 11, 2026 · 2 min
The bottleneck of the AI revolution: the race for gas turbines
PremiumDeepdives·GEV·May 4, 2026·3 min read
DeepdivesPremium
GEV
The bottleneck of the AI revolution: the race for gas turbines
May 4, 2026 · 3 min
The race to space 2.0: which companies are trying to build the next economy?
Deepdives·RKLB·Dec 23, 2025·2 min read
Deepdives
RKLB
The race to space 2.0: which companies are trying to build the next economy?
Dec 23, 2025 · 2 min
The race to a trillion?
Deepdives·Dec 12, 2025·4 min read
Deepdives
The race to a trillion?
Dec 12, 2025 · 4 min
The race for electricity is at its peak: AI demands an energy revolution
PremiumDeepdives·Nov 28, 2025·4 min read
DeepdivesPremium
The race for electricity is at its peak: AI demands an energy revolution
Nov 28, 2025 · 4 min
Computing in space: the new data center race
Deepdives·Nov 6, 2025·3 min read
Deepdives
Computing in space: the new data center race
Nov 6, 2025 · 3 min
Dynatrace: a 170% jump
PremiumBreaking·DYN·Oct 28, 2025·1 min read
BreakingPremium
DYN
Dynatrace: a 170% jump
Oct 28, 2025 · 1 min
The race to free Chinese control over rare earths begins in the US
Deepdives·MP·Oct 19, 2025·2 min read
Deepdives
MP
The race to free Chinese control over rare earths begins in the US
Oct 19, 2025 · 2 min
Is AI a bubble that will burst – or a global race with winners and losers?
Deepdives·AMZN·Oct 7, 2025·5 min read
Deepdives
AMZN
Is AI a bubble that will burst – or a global race with winners and losers?
Oct 7, 2025 · 5 min
The space race
PremiumDeepdives·Jun 20, 2025·3 min read
DeepdivesPremium
The space race
Jun 20, 2025 · 3 min
GSK: a racehorse for 2025 with strong results
PremiumDeepdives·GSK·Feb 5, 2025·1 min read
DeepdivesPremium
GSK
GSK: a racehorse for 2025 with strong results
Feb 5, 2025 · 1 min
A historic moment that changes the global balance of power
Breaking·Sep 30·2 min read
Breaking
A historic moment that changes the global balance of power
Sep 30 · 2 min
Is big money flowing into the quantum field?
Deepdives·INFQ·Sep 24·4 min read
Deepdives
INFQ
Is big money flowing into the quantum field?
Sep 24 · 4 min
Trump responds for the first time to the AI storm
Market Overview·Sep 13·2 min read
Market Overview
Trump responds for the first time to the AI storm
Sep 13 · 2 min
Is the telecom sector awakening to the next big investment cycle?
PremiumDeepdives·NVDA·Jul 16, 2026·4 min read
DeepdivesPremium
NVDA
Is the telecom sector awakening to the next big investment cycle?
Jul 16, 2026 · 4 min
Is Meta on its way to becoming one of the world's AI leaders?
PremiumDeepdives·META·Jul 12, 2026·4 min read
DeepdivesPremium
META
Is Meta on its way to becoming one of the world's AI leaders?
Jul 12, 2026 · 4 min
A look at market leaders in nuclear fusion
PremiumDeepdives·Jul 5, 2026·2 min read
DeepdivesPremium
A look at market leaders in nuclear fusion
Jul 5, 2026 · 2 min
The hidden value: where to look for the hidden treasure chest
Guides·MSFT·Dec 3, 2025·3 min read
Guides
MSFT
The hidden value: where to look for the hidden treasure chest
Dec 3, 2025 · 3 min
JP Morgan report: a comparison of leading humanoid robots
Deepdives·Oct 27, 2025·4 min read
Deepdives
JP Morgan report: a comparison of leading humanoid robots
Oct 27, 2025 · 4 min
Who wants to invest in Chinese biotechnology companies?
Deepdives·Sep 20, 2025·2 min read
Deepdives
Who wants to invest in Chinese biotechnology companies?
Sep 20, 2025 · 2 min
The disadvantage of first movers
Market Overview·Sep 14, 2025·2 min read
Market Overview
The disadvantage of first movers
Sep 14, 2025 · 2 min
The battle for satellite communication continues to heat up
Deepdives·SATS·Sep 8, 2025·3 min read
Deepdives
SATS
The battle for satellite communication continues to heat up
Sep 8, 2025 · 3 min
Adobe: did it miss the AI revolution?
PremiumDeepdives·Sep 2, 2025·1 min read
DeepdivesPremium
Adobe: did it miss the AI revolution?
Sep 2, 2025 · 1 min
Data centers are again pushed to the forefront
On Our Radar·NVDA·Mar 31, 2025·3 min read
On Our Radar
NVDA
Data centers are again pushed to the forefront
Mar 31, 2025 · 3 min
Is Apple gearing up for $4 trillion?
PremiumPoliticians·Dec 1, 2024·1 min read
PoliticiansPremium
Is Apple gearing up for $4 trillion?
Dec 1, 2024 · 1 min
ASAN: technical analysis and key points
On Our Radar·ASAN·Oct 20, 2021·2 min read
On Our Radar
ASAN
ASAN: technical analysis and key points
Oct 20, 2021 · 2 min