Issue #47 The real winners of electrification are supplying power, not selling cars The next phase of the energy transition won’t be driven only by flashy EV makers or headline-grabbing battery startups — it will be built by the companies quietly powering electrification behind the scenes. From mission-critical lithium systems supporting data centers, defense, and logistics… to next-generation extraction technologies securing America’s domestic lithium supply, the real opportunity is...
1 day ago • 10 min read
Issue #47 High-margin businesses quietly winning behind the scenes The next wave of tech winners won’t come from flashy consumer apps or hype-driven trends — it will come from mission-critical software quietly embedded in global industries. From AI-powered finance platforms running behind major automakers to identity intelligence systems protecting businesses from fraud and risk, the real value is being created behind the scenes. As markets look beyond mega-cap tech, investors are...
2 days ago • 10 min read
Issue #47 When the cycle turns, these names may already be ahead The cannabis industry is entering a defining phase — where survival is no longer about hype or expansion at any cost, but about profitability, scale, and regulatory endurance. After years of margin pressure, oversupply, and policy uncertainty, a clear separation is emerging between companies merely staying afloat and those positioning themselves for the next upcycle. 👉 One company is the digital backbone of the U.S. cannabis...
3 days ago • 12 min read
Issue #46 Strong Buy ratings, late-stage momentum, and asymmetric upside heading into 2026 The next wave of biotech winners won’t come from incremental drugs or crowded therapeutic classes — they’ll come from companies delivering one-time, potentially curative gene therapies for diseases that have long lacked effective treatment. As regulatory pathways mature and payer coverage improves, the commercial gene therapy era is finally taking shape. 👉 One company is transitioning from FDA approval...
4 days ago • 12 min read
Issue #45 Performance marketing + AI-driven advertising = two compelling picks for 2026 The digital advertising world is shifting faster than ever — from old-school brand spending to performance-driven platforms powered by data, AI, and precision targeting. As marketing budgets tighten and companies demand measurable ROI, a new class of “efficiency winners” is emerging across the ad-tech and agency landscape. 👉 One company is reinventing customer acquisition with a pay-for-performance model...
7 days ago • 11 min read
Issue #45 Strong ratings, expanding markets, and accelerating commercial adoption. The next wave of medical breakthroughs isn’t coming from blockbuster drugs — it’s emerging from the advanced tools and technologies powering modern biology. From high-parameter cellular mapping to next-generation nerve repair, the biotech ecosystem is being reshaped by companies building the platforms behind tomorrow’s cures. As precision medicine, cell therapy, and regenerative surgery accelerate, investors...
8 days ago • 12 min read
Issue #43 Big growth. Big tailwinds. Big demand. Meet the market’s newest Strong Buys. The next wave of technological transformation isn’t happening on the screen — it’s happening in the infrastructure beneath it. As AI models grow larger, faster, and more power-hungry, the world is scrambling to rebuild the physical backbone that connects GPUs, secures borders, powers automation, and moves data at unprecedented speed. A new class of infrastructure companies is emerging — not the flashy AI...
9 days ago • 12 min read
Issue #43 As rates shift and volatility rises, investors are rushing toward these two financial leaders. The global financial landscape is shifting beneath the surface — not through consumer banking apps or flashy fintech, but through the deep infrastructure that powers markets, stores wealth, and moves trillions in assets every single day. As investors prepare for a world shaped by lower interest rates, rising geopolitical risk, and massive flows into hard assets, two very different...
10 days ago • 11 min read
Issue #43 The real transformation in healthcare isn’t happening in hospitals — it’s happening in data and financial technology. The healthcare economy is entering a new era — one shaped not by hospitals or insurance giants, but by the data engines and financial platforms powering every decision behind the scenes. As medical costs rise, regulation tightens, and AI accelerates the demand for real-world evidence, two very different companies are emerging as winners in this quiet transformation....
11 days ago • 11 min read