Investment Research
The AI Capex
Investment Playbook
Hyperscalers are committing $300B+ annually to AI infrastructure through 2026 and beyond. This is the most concentrated capex cycle in tech history. Here's how to think about where to invest, how to analyze the supply chain, and what risks to watch.
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Go deeper with Capex Signal
Weekly earnings analysis with mechanism + durability + second-order effects. Explicit “what would change my mind” triggers. Options/trading education for AI capex stocks. All with citations so you can verify the claims.
Not investment advice. This is analysis and education.