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Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints
Oct 9, 2026
Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & ServicesOct 9, 2026
QXO & TopBuild: A Homebuilder's Perspective on the Post-Acquisition Integration
Oct 8, 2026
Partner Interview
QXO•US•Large CapScale EconomiesB2B MiddlemenOct 8, 2026
Chromalloy & FTAI Aviation: CFM56 HPT Blade PMA Development
Oct 8, 2026
Partner Interview
FTAI Aviation•US•Large CapChromalloySpaceXSafranGeneral Electric CompanyHowmet AerospaceScale EconomiesMission Critical Products & ServicesOct 8, 2026
HBM Supply, De-stacking & the DRAM Cycle Peak
Oct 6, 2026
Partner Interview
SK hynix•KR•Mega CapAnthropicTSMCMicron TechnologyNVIDIAProcess PowerMission Critical Products & ServicesOct 6, 2026
AWS Data Center CapEx: Planning Cycles, GPU Mix & Margin Outlook
Oct 5, 2026
Oct 5, 2026
Cloudflare: Growth Marketing, Land-and-Expand, & Product Perception
Oct 5, 2026
Partner Interview
Cloudflare•US•Large CapZscalerAmazonGoogleNetwork EffectsPhysical Infra & NetworksOct 5, 2026
QXO & TruTeam: A Homebuilder's Perspective on Insulation Installation
Oct 2, 2026
Partner Interview
QXO•US•Large CapTopBuildInstalled Building ProductsScale EconomiesB2B MiddlemenOct 2, 2026
AI Data Centers: Grid Interconnection, Solar Economics & Nuclear Outlook
Oct 2, 2026
Oct 2, 2026
Anthropic & AWS Bedrock: Pricing, Deployment & Inference Portability
Oct 2, 2026
Oct 2, 2026
Machine Solutions vs MMT: Competing in Catheter Manufacturing Equipment
Sep 30, 2026
Sep 30, 2026
Weekly update
AI Inference Portability, Amrize, Salesforce Churn, Copart Share Loss
Sep 30, 2026
Amazon•US•Mega CapSalesforceSwitching CostsB2B Software
Sep 30, 2026
HPE vs Dell: Server Market Dynamics & Competitive Positioning
Sep 28, 2026
Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAAmazonVMwareJuniper NetworksSuper Micro ComputerSwitching CostsMission Critical Products & ServicesSep 28, 2026
AWS vs Neoclouds: Gigawatt Revenue Models & Inference Portability
Sep 25, 2026
Sep 25, 2026
Shopee & TikTok Shop: Live Commerce, Discounting & Southeast Asia E-commerce
Sep 25, 2026
Partner Interview
Sea•SG•Large CapShopeeTikTok ShopByteDanceNetwork EffectsVertically Integrated RetailerSep 25, 2026
StandardAero & GE: Source-Approved Repairs, Pricing Power & LEAP Opportunity
Sep 24, 2026
Partner Interview
StandardAero•US•Mid CapChromalloyGeneral Electric CompanySafranFTAI AviationRTXScale EconomiesMission Critical Products & ServicesSep 24, 2026
Weekly update
AWS, Anthropic, & AI Backlog Risk, LVMH, Uber vs Waymo
Sep 23, 2026
Amazon•US•Mega CapAnthropicNetwork EffectsPhysical Infra & Networks
Sep 23, 2026
AWS: AI Server Payback & Neocloud Competition
Sep 23, 2026
Partner Interview
Amazon•US•Mega CapGoogleSpaceXAnthropicCoreWeaveMicrosoftNVIDIANebius GroupSwitching CostsPhysical Infra & NetworksSep 23, 2026
StandardAero: Jet Engine Component Repair, Catalog Development & MRO Supply Chain
Sep 23, 2026
Partner Interview
StandardAero•US•Mid CapFTAI AviationGE AerospaceRTXSafranScale EconomiesMission Critical Products & ServicesSep 23, 2026
AWS and Anthropic Relationship & AI Backlog Risk
Sep 22, 2026
Sep 22, 2026
Alphabet: Talent Retention & Frontier Model Competition
Sep 21, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicCoreWeaveAmazonMicrosoftNetwork EffectsPhysical Infra & NetworksSep 21, 2026
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