Research
In-depth analysis of sectors, companies, and investment themes. Data-driven deep dives at the intersection of AI and markets.
Small-Cap AI: Under-$5B Disruptors vs Mega-Cap Perfection
Mega-cap AI is priced for perfection. Small-cap AI is priced for doubt. SOUN +99% revenue. RXRX delivered clinical data. PATH $1.85B ARR. Higher risk. Higher information density.
Satellite Communications: The Sky Is the Cell Tower
Amazon paid $11.6B for Globalstar (+Apple). AST unfurled 2,400 sq ft in orbit. Starlink D2C at 650 sats, 1.8M users. Direct-to-device is live.
Emerging Market Tech: The Overlooked Re-Rating
LatAm +53% in 2025. Brazil cutting rates in 2026. African commerce cash-burn down 85% in a quarter. The EM names US institutions overlook.
Medical Devices 2.0: The OR as Data Center
3.1M robotic procedures in 2025. Force feedback cutting tissue trauma 43%. CRISPR moving into 5-year-olds. The OR is becoming a programmable data center.
The Digital Entertainment Boom: One Attention Stack
US sports betting: $165B+ handle. Roblox: 144M DAU. Netflix: 325M subs + FanDuel in-show. Unity Vector: +72% YoY. One pipe, four ways to monetize the same hour.
Cloud Infrastructure: The Hyperscaler Supply Chain
Hyperscalers will spend $700B on AI in 2026. But every GPU traces back to 6 companies that BUILD the fabs and DESIGN the chips. TSMC capex doesn't go to Nvidia.
The AI Hardware Bottleneck: Beyond the GPU
Hyperscaler 2026 capex: $690B. GPU rack density: 15 kW → 240 kW. Transformer lead time: 2.5 years. Half of planned 2026 data centers delayed. The bottleneck isn't the GPU.
US Energy Security Stack: The 128-Week Bottleneck
Over half of US data centers planned for 2026 will miss their build dates. Not because of chips. Because transformer lead time hit 128 weeks.
The SPAC Survivors: Post-Bubble Value in 7 Names
85% of de-SPACs still trade below their listing price. 67 have gone bankrupt. But 7 survivors now have real contracts and institutional-grade backlogs.
The Pentagon's Mineral War: 4 Supply Chains, 4 Bets, One Deadline
$4.5B in 5 months. By January 2027, every US weapon must be Chinese-magnet-free. Inside the four elemental supply chains and the small companies carrying national defense.
The Cybersecurity Arms Race: The $520B Digital Fortress
$520B+ in annual spend. 426 M&A deals. AI compressing attack lifecycles from weeks to minutes. The digital fortress builders mapped across the entire cyber value chain.
The Reshoring Revolution: America's Industrial Renaissance
Industrials up +16% YTD while tech bleeds red. $CAT backlog hit $51B. $VRT orders surged 252%. The biggest trade of 2026 — follow the factory.
The Natural Gas Supercycle: Follow the Molecule
Methane is the bridge fuel powering the $690B AI infrastructure sprint. From Appalachian shale to LNG tankers to data centre turbines.
The Tokenisation of Everything: Follow the Token
The $16T tokenisation wave isn't coming — it's here. $COIN hit $7.2B revenue. $HOOD crossed $324B in assets. The plumbing of finance is being rebuilt.
The Longevity Economy: Follow the Molecule
GLP-1 drugs hit $72B in 2025. Gene therapies curing the incurable. Robots perform 3.15M surgeries/year. The $150B+ longevity economy is rewriting human lifespan.
The Edge Computing & IoT Wave: Follow the Inference
AI compute is moving from cloud to edge — $554B market, 75B+ IoT devices by 2030, inference hitting 65% of all AI compute by 2029.
The Water Crisis: The $6.5 Trillion Investment Opportunity
2.2 billion people lack safe water. Global freshwater demand will exceed supply by 40% by 2030. The water crisis is the investment opportunity of the decade.
The Space Data Economy: Follow the Signal
The real space race isn't rockets — it's data. $450B+ economy, 411M direct-to-device users by 2030, satellite imagery growing 14% CAGR.
The Precision Agriculture Revolution: Follow the Seed
The $17.3B precision agriculture revolution. Autonomous tractors, AI crop scouts, satellite-guided seeds — building the infrastructure to feed 10 billion people.
The 3D Printing Breakout: Follow the Layer
From jet engine nozzles to titanium hip implants, 3D printing just crossed the line from prototype to production. $29B market, 17%+ CAGR.
The Semiconductor Arms Race: Who Controls the Chips Controls the Future
$975B semiconductor market in 2026 — half of it AI chips. The real power isn't who designs them, it's who controls the machines that make them. The value chain map Wall Street doesn't show you.
The Nuclear Renaissance: Powering AI's Insatiable Appetite
AI data centers need 35 GW by 2030. Solar can't run at midnight. Wind dies down. Big Tech just signed $300B+ in nuclear contracts. The only energy source that never sleeps.
Fortress America: Defence Stocks and the New World Order
US burned $779M in munitions in 24 hours. NATO wants 5% GDP on defence. Trump wants $1.5 trillion. The rearmament supercycle is here — and these backlogs don't lie.
The Genomics Revolution: From CRISPR to Cure
CRISPR made its first approved cure. The genomics value chain — from sequencing to delivery — is a $200B+ opportunity hiding in plain sight.
The Magnificent Enablers: The AI Capex Supply Chain
$635B in AI capex. Nine companies. One interconnected system powering every revolution from chips to autonomous vehicles. This isn't a "buy FAANG" piece — it's a supply chain map.
The Solar Supercycle: From Panel to Grid
Solar met 61% of US electricity demand growth in 2025. 246 GW of new capacity coming by 2030. The value chain from panel to grid reveals who wins the supercycle.
The AI Software Stack: Where the Real Margins Live
Everyone's chasing the chip. But the software layer above it prints 83% gross margins while hardware grinds at 40%. The 4-layer AI stack where the real value compounds.
The Platform Economy: Network Effects at Scale
Platform companies don't own cars, rooms, or inventory. They own the network. 12 platforms, $425B in combined market cap, and the flywheel economics that separate winners from cash furnaces.
The EV Shakeout: Survivors, Casualties & Picks-and-Shovels
Half the pure-play EV makers won't exist in 3 years. The survivors aren't who Wall Street expects — and the real money flows to picks-and-shovels plays.
The Industrial Tech Frontier: Factories Getting Brains
Lasers replacing missiles. 3D printers building jet engines. The industrial revolution nobody's watching is minting hidden champions.
The Bitcoin Treasury & Digital Asset Revolution
713,502 BTC held by corporates. US Strategic Bitcoin Reserve established. BlackRock IBIT at $54B AUM. The complete Bitcoin treasury ecosystem mapped.
The Defense & Aerospace New Order
US defense budget hits $1 trillion. Operation Epic Fury accelerates restock cycle. Tomahawk production ramping 16x. The new arsenal of democracy mapped.
The eVTOL Revolution: Urban Air Mobility Takes Flight
$1T+ market by 2040. Joby launching commercial ops in Dubai 2026. FAA certification race accelerating. The companies building the sky highway.
The Fintech Disruption Wave: Digital Finance Eating Wall Street
SoFi crossed $1B quarterly revenue. Robinhood at $324B platform assets. AI lending, BNPL, crypto rails — the companies replacing your bank with an app.
The Quantum Computing Race: From Theory to Trillion-Dollar Industry
$90-170B market by 2040. Google Willow solved in 5 minutes what would take 10 septillion years. We break down the companies building tomorrow's computers.
The Genomics Revolution: From Code to Cure
CRISPR cured sickle cell disease. Gene therapy market $18.2B by 2030. AI compressing drug discovery from decades to months. We identify the winners.
The Nuclear Renaissance: Powering the AI Age with Atoms
260 TWh datacenter power demand in 2026, growing to 945 TWh by 2030. Big Tech is going nuclear. We break down the companies powering the AI revolution.
The Photonics Revolution: How Light Is Wiring the AI Age
$15B optical interconnect market today, $40B+ by 2031. Without photonics, AI datacenters grind to a halt. We identify the companies wiring the AI revolution.
The Critical Minerals Arms Race: Breaking China's Chokehold
China controls 98% of global gallium. Trump launched a $12B civilian stockpile. Pentagon AI is pricing minerals. 55-nation trade bloc forming. We break down the companies positioned to win.
The Robotics Economy: How Machines Will Reshape the World
$50B market today, $220B+ by 2030. 4.66M robots deployed globally. We break down 10 companies positioned to win the robotics megatrend.
The $1.5 Trillion Catalyst: SpaceX IPO & The Space Economy
How SpaceX's historic IPO will reshape the space economy and impact publicly traded space stocks: RKLB, RDW, ASTS, MDA.
Data Centres, Energy & REITs: The AI Infrastructure Supercycle
$7 trillion projected to flow into global data centre infrastructure over the next 5 years. We identify 10 winners across REITs, nuclear energy, and power infrastructure.
The Blue Economy: Mining the Deep, Powering the Waves
The $3 trillion ocean opportunity. Deep-sea mining, offshore wind, ocean defense, and desalination — the next major investment frontier.
New research published regularly. Follow @AIccelerateEng for updates.