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May 12, 2026

GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing

Partner Interview
General Electric•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 6, 2026

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

Partner Interview
General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancials
May 6, 2026

Sectra, Visage, & Cloud PACS Migration Economics

Partner Interview
SECTRA•SE•Large CapOptumPhilipsPro MedicusMission Critical Products & ServicesHealth CareEnergy
May 6, 2026

TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket

Partner Interview
TransDigm Group•US•Large CapGeneral ElectricCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 6, 2026

Teradyne, Advantest, Aehr Test: AI Chip Testing Competition & Wafer-Level Burn-In

Partner Interview
Aehr Test Systems•US•Mid CapTSMCXilinxAdvantestTeradyneTechnoprobeSwitching CostsProcess PowerMission Critical Products & ServicesUnique IP & BrandsInformation Technology
May 4, 2026

Avantor vs Thermo Fisher: Distribution Competition & Supply Chain Visibility

Partner Interview
Avantor•USMerckPPDThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth Care
May 4, 2026

Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks

Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 1, 2026

TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A

Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 24, 2026

Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure

Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer Discretionary
Apr 24, 2026

GPGI Inc & Husky Technologies: PET Preform Injection Molding Technology & Competitive Positioning

Partner Interview
GPGI Inc•US•Mid CapSwitching CostsMission Critical Products & ServicesMaterialsFinancialsInformation Technology
Apr 23, 2026

Cryoport & Cell Therapy Logistics: Competitive Moat, Switching Costs & Scaling Challenges

Partner Interview
Cryoport•US•Small CapThermo Fisher ScientificFedExSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksIndustrialsHealth Care
Apr 23, 2026

Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria

Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 23, 2026

Lam Research: TSMC Share Management & Market Position Strategy

Partner Interview
Lam Research•US•Mega CapKLATSMCASM InternationalTokyo ElectronProcess PowerSwitching CostsMission Critical Products & ServicesInformation Technology
Apr 20, 2026

Synopsys AI Strategy: DSO.ai, Workflow Agents & Generative RTL

Partner Interview
Synopsys•US•Large CapCadence Design SystemsTSMCSwitching CostsProcess PowerB2B SoftwareMission Critical Products & ServicesInformation Technology
Apr 10, 2026

Teradyne: AI Compute Test Strategy & Competing with Advantest

Partner Interview
Teradyne•US•Large CapTSMCAdvantestSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Apr 10, 2026

SK Hynix & NAND: Capex Triggers, Tool Selection & Vendor Lock-In

Partner Interview
SK hynix•KR•Mega CapASMLLam ResearchApplied MaterialsKLATeradyneOnto InnovationTSMCON SemiconductorProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation Technology
Apr 9, 2026

Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand

Partner Interview
RTX•US•Mega CapGeneral ElectricSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
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Apr 7, 2026

TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn

ToastHEICOTransDigm GroupToastHEICOTransDigm Group
Apr 5, 2026

Samsung, SK Hynix & Micron: HBM Packaging & Thermal Management Competition

Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Apr 4, 2026

HBM, DRAM & NAND: Memory Hierarchy for AI Workloads

Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services

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