TechnologyHardware
Thesis tracker
Conviction requires accountability.
One dated record per published thesis, linked to its current publication and change history. Theses being prepared remain separate from published records until publication.
Coverage subjectPublished thesis / preparing questionStatusPublishedRecord
Next-Generation GeothermalMarket catalystNext-Generation Geothermal: Can Independent Developers Deliver Reliable Net Power at Financeable Cost?PublishedOct 24, 2026View dated historyAfrica AI BuildoutMarket catalystAfrica AI: Is Local Compute Turning Into Local Revenue?PublishedOct 23, 2026View dated historyMicronNASDAQ: MUMicron: Can Strategic Customer Agreements Make Its Memory Earnings Less Cyclical?PublishedOct 21, 2026View dated historyMP Materials Corp.NYSE: MPMP Materials: Can Independence Turn GM Magnet Qualification Into Recurring Finished-Magnet Sales and Durable Segment Economics?PublishedOct 21, 2026View dated historyApplied DigitalNASDAQ: APLDApplied Digital: Can Polaris Forge 2 Convert Oracle's AI Infrastructure Commitment Into Durable Returns Above Its Capital Cost?PublishedOct 05, 2026View dated historyVertivNYSE: VRTVertiv: Vera Rubin DSX Technical Participation Is Verified and Its Commercial Materiality Is NotPublishedSep 17, 2026View dated historyNVIDIANASDAQ: NVDANVIDIA Robotics: Is Physical AI Becoming a Second Demand Curve?PublishedAug 27, 2026View dated historyCelesticaNYSE / TSX: CLSCelestica: Can a Confirmed Helios Platform Convert Into Attributable Celestica Economics?PublishedAug 27, 2026View dated historyArista NetworksNYSE: ANETArista Networks: Can Named Hyperscaler Validation Convert Into Attributable AI-Fabric Revenue?PublishedAug 27, 2026View dated historyNVIDIANASDAQ: NVDAHow Much of SpaceX's AI Buildout Could Reach NVIDIA?PublishedAug 10, 2026View dated history