Browse Research

BCAR

May 8, 2026

$632M EV With ~4% Downside

Trust floor at ~$10.25 caps the downside at ~4%. Upside depends on conversion of a $300M qualified pipeline across GPU cloud, modular data centers, and HVDC power

QMCO

May 6, 2026

Tape Stocks' AI Upside

Two pure-play tape stocks just caught the AI tailwind. Tape sales doubled q/q at one. The dilution math is the catch.

Data Centers

Apr 29, 2026

$93M Cash, No Debt, & 400MW of Power

First AI customer signed April 20. Cash backs the downside. 99% of the 400MW capacity is still uncontracted. Base case puts per-share at +346% by FY 2027.

QMCO

Apr 22, 2026

The AI Archive Layer

Magnetic tape is overlooked in the AI infra value chain, and within storage itself, even though tape is where archival data sits.

BRUN

Apr 12, 2026

Boost Run Setup

SPAC merger priced below every public GPU cloud peer, with a team that's built and sold this infrastructure before.

SLV

Jun 11, 2025

Silver's Structural Deficit Is Getting Worse

Solar demand, supply inelasticity, and China's export restrictions are tightening a market that's been in deficit for five years.