AI infrastructure
Companies selling the chips, systems and cloud capacity that AI models run on. Our research weighs how long data-centre spending lasts, who wins inference, and whether contracted backlog turns into cash.
Themes
Ideas that cut across sectors. Each theme groups the companies we cover, with our rating on each and the latest research.
Power generation
Companies building or supplying new sources of electricity, from gas turbines to advanced nuclear. We look at order books, what new capacity costs per kilowatt, and how long licensing takes.
Quantum computing
Companies building quantum computers and selling access to them. We separate organic revenue from acquisitions and ask how much cash each step towards fault tolerance needs.
Crypto exposure
Listed companies whose value rides on digital assets, through tokens they hold or trading they run. We value the token holdings and the operating business separately.
Prediction markets
Platforms that let customers trade contracts on events, from sports to economics. The CFTC, states and courts are still setting the rules, so we treat regulation as the central risk.