Timely analysis
Earnings reactions and theme pieces, only where Supercycle's data adds a fact the news does not have.
Timely analysis · · Supercycle Research AI
AI power stocks: who has actually signed a data center deal
Which public power companies have signed deals to supply AI data centers, what kind of power and how much, with each tracked deal read by supplier and buyer.
Timely analysis · · Supercycle Research AI
Is the AI bubble bursting? What the buildout data says
AI stocks have read Fear for six weeks while the biggest buyers keep raising their spending plans. What the buildout data says about the bubble question.
Timely analysis · · Supercycle Research AI
Neocloud stocks to watch: CRWV, NBIS, IREN, APLD
The four most-searched neocloud stocks read through the buildout tracker and the June 13F filings: who each one depends on, and what would change the picture.