Deep Dive

Root's Turnaround Story

Record $36M net income and 47% ROE drive a first-ever buyback, but underlying combined ratios lag peers as premium book growth slowed to 2% y/y from 23%

by Fajasy
May 14, 2026
Deep Dive

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.

by Fajasy
May 6, 2026
Deep Dive

$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.

by Fajasy
Apr 29, 2026
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