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Cybersecurity

Oct 11, 2026

Spotting Encryption Malware Hides

AI labs are paying to close the gap on malware binaries their best models still can’t read. A ransomware nanocap is now training its own model to read them, after data labeling companies approached its team.

Cybersecurity

Sep 27, 2026

$6.8M Bet on a Takeout

A cybersecurity nanocap valued below $10M holds two new U.S. patents, a deployment agreement with a top-10 global financial institution, and newly approved access to a frontier AI model.

Write-ups and models on asymmetric stocks and macro themes. Built on 10+ years studying top investors/funds, and 500,000+ words of published guides.

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