Blog

Written analysis on AI infrastructure — how changes in one layer of the supply chain show up downstream, what earnings season is telling us, and which structural shifts matter most.

Q2 2026 Supply Chain Analysis

The Real Constraint Is Supply

~500 companies. 13 supply chain layers. Every earnings call this quarter. Here's what we found.

August 9, 2026Read →

Q2 2026 Earnings Season

What 211 Q2 Earnings Reports Told Us About the AI Buildout

524 companies. 13 supply chain layers. Every earnings call this quarter. Here's what we learned.

August 1, 2026Read →

Article

12 small caps that could benefit from the AI buildout

Power plants, worker housing, liquid cooling, turbine gears. Twelve companies worth under $2.5 billion, each with signed business tied to the AI buildout.

2026-09-23Read →