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Research Reports

Date Ticker Sector Type Report Views
03/26/26 MULTI Memory/Storage 📝 Desk Note Global Memory and Storage Capacity Buildout: Who Is Building What, Where, and When 🔥 Popular
03/26/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 5,150
5,150
03/26/26 ECL AI Infra 📝 Desk Note Ecolab Acquires CoolIT for $4.75B: Liquid Cooling Enters the AI Infrastructure Control Layer 🔥 Popular
03/26/26 · ECL · AI Infra · 📝 Desk Note · 👁 1,454
1,454
03/25/26 MULTI AI Infra 📝 Desk Note India's AI Data Center Tax Regime: Policy Architecture, Infrastructure Constraints, and Supply Chain Read-Throughs 🔥 Popular
03/25/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 881
881
03/20/26 MULTI Energy 📝 Desk Note Gulf Energy Pain Map: Above-Ground Chokepoints in the Iran Conflict 🔥 Popular
03/20/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 2,181
2,181
03/19/26 MULTI Energy 📝 Desk Note Ras Laffan: Anatomy of the World's Most Consequential LNG Chokepoint 🔥 Popular
03/19/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 900
900
03/19/26 NVDA Semi 📝 Desk Note NVIDIA Nemotron: Open Models as an Infrastructure Attach Strategy 🔥 Popular
03/19/26 · NVDA · Semi · 📝 Desk Note · 👁 1,342
1,342
03/17/26 NVDA Semi 📝 Desk Note NVIDIA Vera CPU: The Amdahl Argument for a Purpose-Built AI Factory CPU 🔥 Popular
03/17/26 · NVDA · Semi · 📝 Desk Note · 👁 4,706
4,706
03/16/26 NVDA Semi 📝 Desk Note NVIDIA NemoClaw: Securing the Agent Runtime as an Inference Attach Strategy 🔥 Popular
03/16/26 · NVDA · Semi · 📝 Desk Note · 👁 847
847
03/16/26 NVDA Semi 📝 Desk Note NVIDIA Vera Rubin: The AI Factory Becomes the Procurement Unit 🔥 Popular
03/16/26 · NVDA · Semi · 📝 Desk Note · 👁 4,511
4,511
03/16/26 NVDA Semi 📝 Desk Note NVIDIA STX: Storage and Context Memory Enter the AI Factory Stack 🔥 Popular
03/16/26 · NVDA · Semi · 📝 Desk Note · 👁 1,183
1,183
03/15/26 MULTI 📝 Desk Note NVIDIA GTC 2026: Full-Stack AI Infrastructure Preview 🔥 Popular
03/15/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 1,113
1,113
03/12/26 MULTI 📝 Desk Note Private Credit: Liquidity, Valuation Credibility, and Underwriting Repricing 🔥 Popular
03/12/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 1,220
1,220
03/12/26 MULTI 📝 Desk Note Pre-Open: Expanded 8-Angle Framework and Intraday Playbook 🔥 Popular
03/12/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 622
622
03/11/26 MULTI 📝 Desk Note U.S. CPI Day: Pre-Open Cross-Asset Desk Note 🔥 Popular
03/11/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 651
651
03/10/26 MULTI 📝 Desk Note Global Risk-Off Recalibrates: Oil Shock, Inflation Week, and the Hormuz Variable 🔥 Popular
03/10/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 533
533
03/09/26 MULTI 📝 Desk Note Market Close Desk Note — March 9, 2026 🔥 Popular
03/09/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 620
620
03/09/26 MULTI 📝 Desk Note Market Open Update: Crude Spikes to $100, Global Risk-Off Accelerates 🔥 Popular
03/09/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 797
797
03/09/26 MULTI 📝 Desk Note Global Risk-Off: Hormuz Oil Shock Reprices Everything 🔥 Popular
03/09/26 · MULTI · Cross-Asset · 📝 Desk Note · 👁 936
936