Investment Research Members

NVIDIA at 30x Earnings: Still Cheap or Priced for Perfection?

The AI infrastructure buildout justifies the premium, but the margin of safety is razor-thin. Our framework for thinking about it.

Apr 9, 2026  ·  1 min read

Investment Research

The Uranium Renaissance: Nuclear Energy's Second Act

Global policy has shifted decisively in favor of nuclear. Here's how to position for the multi-decade buildout.

Apr 9, 2026  ·  1 min read

Investment Research Members

Deep Dive: Why European Banks Are the Trade of the Decade

Trading at 0.7x tangible book with 8% dividend yields, European banks are pricing in a crisis that isn't coming.

Apr 9, 2026  ·  3 min read

Investment Research

Copper: The Metal That Tells You Where the Economy Is Going

Dr. Copper just broke out to all-time highs. The signal is clear — global manufacturing is recovering.

Apr 9, 2026  ·  1 min read