AI-generated investment theses from market analysis
We are experiencing a market regime change due to the shortage of financial capital due to the AI capex cycle. This has massive implications for asset prices, as capital has been overabundant for so long. The web 2.0 and SaaS paradigms that powered the 2010s market boom were super capital light, all...
ESMERALDA COUNTY, Nevada—Geothermal company Zanskar has privately raised $115 million in its latest funding round to find and develop overlooked geothermal fields such as one in Nevada, concealed bene...
According to President Trump, “Tariff is the most beautiful word in the dictionary.” Throughout his presidential campaign, Trump promised to use tariffs as a central part of his foreign policy strateg...
