Research archive
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Science · MedicinePublic publication
Oral and Generic Obesity Access · Published October 24, 2026
Oral and Generic Obesity Drugs: Can More People Stay on Paid Treatment at Lower Cost?
v2.0 · Published
Read the published thesis →Technology · SoftwarePublic publication
Driverless Transport · Published October 24, 2026
Driverless Transport: Can Driver-Out Service Become Repeatable, Safe and Economic?
v2.0 · Published
Read the published thesis →Science · MedicineSubscriber preview
Long-Acting HIV Prevention · Published October 24, 2026
Long-Acting HIV Prevention From Three Developers: Can Access Commitments Become Covered Person-Time Where Infections Are Highest?
v1.0 · Published
Preview subscriber thesis →Technology · HardwareSubscriber preview
Next-Generation Geothermal · Published October 24, 2026
Next-Generation Geothermal: Can Independent Developers Deliver Reliable Net Power at Financeable Cost?
v1.0 · Published
Preview subscriber thesis →Technology · HardwareSubscriber preview
Africa AI Buildout · Published October 23, 2026
Africa AI: Is Local Compute Turning Into Local Revenue?
v2.0 · Published
Preview subscriber thesis →Science · MedicinePublic publication
Kyverna Therapeutics · Published October 23, 2026
Kyverna: Can One Miv-cel Infusion Sustain Function Without Chronic Immunotherapy in Refractory Stiff-Person Syndrome?
v2.0 · Published
Read the published thesis →Technology · HardwarePublic publication
Micron Technology, Inc. · Published October 21, 2026
Micron: Can Strategic Customer Agreements Make Its Memory Earnings Less Cyclical?
v1.0 · Published
Read the published thesis →Technology · HardwarePublic publication
MP Materials Corp. · Published October 21, 2026
MP Materials: Can Independence Turn GM Magnet Qualification Into Recurring Finished-Magnet Sales and Durable Segment Economics?
v1.0 · Published
Read the published thesis →Science · BiotechPublic publication
Moderna, Inc. · Published October 21, 2026
Moderna: Can Phase 3 Intismeran Success Convert Personalized mRNA Cancer Therapy Into a Scalable Oncology Franchise?
v1.0 · Published
Read the published thesis →Technology · HardwareSubscriber preview
Applied Digital · Published October 5, 2026
Applied Digital: Can Polaris Forge 2 Convert Oracle's AI Infrastructure Commitment Into Durable Returns Above Its Capital Cost?
v1.0 · Published
Preview subscriber thesis →Finance · BankingSubscriber preview
SoFi · Published September 17, 2026
SoFi Loan Platform Business Expansion: Can Third-Party-Funded Originations Reduce Balance-Sheet Intensity?
v1.0 · Published
Preview subscriber thesis →Finance · Real EstateSubscriber preview
Welltower · Published September 17, 2026
Welltower: Can the Amica Acquisition Mature Into Durable Per-Share Value?
v1.0 · Published
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Prologis · Published September 17, 2026
Prologis: Can a 260-Megawatt Data Center Campus Prove Out a Repeatable Development-and-Sale Model?
v1.0 · Published
Preview subscriber thesis →Technology · SoftwareSubscriber preview
ServiceNow · Published September 17, 2026
ServiceNow: Can the AI Control Tower Expansion Become the Governed Operating Layer for Enterprise AI?
v1.0 · Published
Preview subscriber thesis →Technology · HardwareSubscriber preview
Vertiv · Published September 17, 2026
Vertiv: Vera Rubin DSX Technical Participation Is Verified and Its Commercial Materiality Is Not
v1.0 · Published
Preview subscriber thesis →Science · BiotechSubscriber preview
Viking Therapeutics · Published September 17, 2026
Viking Therapeutics: Can Oral VK2735 Build a Defensible Obesity Position Beyond Weight-Loss Data?
v1.0 · Published
Preview subscriber thesis →Science · BiotechSubscriber preview
Natera · Published September 8, 2026
Natera Prospera: Can Expanded Medicare Surveillance Cadence Accelerate an Existing Organ-Health Franchise?
v2.0 · Published
Preview subscriber thesis →Technology · SoftwarePublic publication
UiPath · Published September 3, 2026
Can Maestro Flow Convert Availability Into Measurable Production Economics?
v3.0 · Published
Read the published thesis →Science · BiotechSubscriber preview
Medpace · Published August 27, 2026
Medpace: Can a Bookings and Demand Recovery Convert Through an Already-Elevated Backlog?
v1.0 · Published
Preview subscriber thesis →Science · MedicineSubscriber preview
McKesson · Published August 27, 2026
McKesson Precision Medicine Group: Can a $2.25 Billion Specialty Acquisition Extend an Uneven Mix Shift?
v1.0 · Published
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Intuitive Surgical · Published August 27, 2026
Intuitive Surgical: da Vinci 5 Fleet Conversion and Recurring-Economics Condition Report
v1.0 · Published
Preview subscriber thesis →Finance · Real EstateSubscriber preview
JLL · Published August 27, 2026
JLL Accelerate 2030: Can a Cross-Segment Technology Platform Sustain Durable Margin Expansion?
v2.0 · Published
Preview subscriber thesis →Finance · BankingSubscriber preview
Morgan Stanley · Published August 27, 2026
Morgan Stanley: Can the Q2 2026 Workplace IPO Cohort Convert to Durable Wealth Relationships?
v1.0 · Published
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Goldman Sachs · Published August 27, 2026
Goldman Sachs: Can One Goldman Sachs 3.0 Produce Durable Operating Efficiency?
v1.0 · Published
Preview subscriber thesis →Technology · HardwareSubscriber preview
NVIDIA · Published August 27, 2026
NVIDIA Robotics: Is Physical AI Becoming a Second Demand Curve?
v1.0 · Published
Preview subscriber thesis →Technology · SoftwareSubscriber preview
Fortinet · Published August 27, 2026
Fortinet: Can FortiSOC Produce Durable Security Operations Expansion?
v1.0 · Published
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HCA Healthcare · Published August 27, 2026
HCA Healthcare: Q2 Utilization Growth Was Real, While Recurring Medicaid Economics Remain Unresolved
v1.0 · Published
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Equinix · Published August 27, 2026
Equinix Fabric Intelligence: Can Private-Beta Network Automation Reach Paid Fabric Economics?
v1.0 · Published
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CRISPR Therapeutics · Published August 27, 2026
CRISPR Therapeutics: Pediatric CASGEVY Access Expansion and the Path Through a $221.8 Million Deferral Wall
v1.0 · Published
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Dexcom · Published August 27, 2026
Dexcom Stelo: Can the Reimagined App Convert Proven Demand Into Durable Use?
v1.0 · Published
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Dexcom · Published August 27, 2026
Dexcom G7 15-Day: Can Installed-Base Conversion Produce Durable Margin Expansion?
v1.0 · Published
Preview subscriber thesis →Technology · SoftwareSubscriber preview
Datadog · Published August 27, 2026
Datadog: Can DASH 2026 Autonomous Operations Convert Into Durable Platform Expansion?
v1.0 · Published
Preview subscriber thesis →Technology · SoftwareSubscriber preview
CrowdStrike · Published August 27, 2026
CrowdStrike: The Microsoft Marketplace Route Is Established; Reported Adoption Is Unbound and MACC Incrementality Unproven
v1.0 · Published
Preview subscriber thesis →Technology · SoftwareSubscriber preview
Cloudflare · Published August 27, 2026
Cloudflare: Claude Managed Agents Is a Real, Runnable Integration; Customer Adoption and Commercial Realization Remain Unproven
v1.0 · Published
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Cencora · Published August 27, 2026
Cencora: The Medicare GLP-1 Bridge Is a Real Access Catalyst; Cencora Capture Stays Unproven
v1.0 · Published
Preview subscriber thesis →Technology · HardwareSubscriber preview
Celestica · Published August 27, 2026
Celestica: Can a Confirmed Helios Platform Convert Into Attributable Celestica Economics?
v1.0 · Published
Preview subscriber thesis →Finance · BankingSubscriber preview
Capital One · Published August 27, 2026
Capital One: Can Discover Integration Produce Durable Scale Without Credit-Cost Slippage?
v1.0 · Published
Preview subscriber thesis →Technology · HardwareSubscriber preview
Arista Networks · Published August 27, 2026
Arista Networks: Can Named Hyperscaler Validation Convert Into Attributable AI-Fabric Revenue?
v1.0 · Published
Preview subscriber thesis →Technology · SoftwareSubscriber preview
AppLovin · Published August 27, 2026
AppLovin: Can Open Self-Service Access Become a Durable Demand-Expansion Engine?
v1.0 · Published
Preview subscriber thesis →Finance · Real EstateSubscriber preview
American Tower · Published August 27, 2026
American Tower: Can CoreSite Growth Absorb the 2026 DISH Churn Step-Up?
v1.0 · Published
Preview subscriber thesis →Finance · BankingPublic publication
Robinhood · Published August 10, 2026
Can Prediction Markets Become a Durable Revenue Engine?
v2.0 · Published
Read the published thesis →Technology · HardwarePublic publication
NVIDIA · Published August 10, 2026
How Much of SpaceX's AI Buildout Could Reach NVIDIA?
v2.0 · Published
Read the published thesis →Science · BiotechPublic publication
GeneDx · Published August 7, 2026
Can Test-Mix Gains Become Durable Diagnostic Economics?
v3.0 · Published
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