Market Calls
Directional theses on companies and sectors, linked to supporting research.
7Total Calls
7Active
—Accuracy
2High Conviction
Direction
Conviction
By Sector
Vibe Coding / Developer Tools
1
AI Research / World Models
1
AI Robotics / Industrial Automation
1
AI Infrastructure / Data Centers
1
Legal AI / Enterprise SaaS
1
Defense Technology / Space
1
Enterprise Cloud / AI Infrastructure
1
SectorAccuracy
High Conviction
BullishHigh3Y
Anduril: Building the Full Stack of Software-Defined Defense
Defense Technology / Space
The primary tech-native integrator for Golden Dome — the largest defense procurement program in a generation.
BullishHigh1Y
Oracle: The Quiet AI Infrastructure Winner
Enterprise Cloud / AI Infrastructure
Enterprise lock-in meets AI secular demand at a scale the market is still mispricing.