We pitch purely opportunities that we actively search for and research in depth. Each pick is highly detailed and requires a significant amount of time. Learn together, earn together: Asset Alliance Investment Group
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 7 months ago | Last Issue | 4 days ago |
| Active | |||||
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aaig.substack.comLatest Issues
Whitefiber: inside NC-1. A Data Center Tour Through The Lens Of A DC Project Manager - Part 2
By Mark
At the end of May this year I wrote an article about the WhiteFiber Data Center tour and described what I saw in the video with my best guess where the project sits in the construction process. Since then we spoke with management a...
WHITEFIBER'S REAL STRATEGY: OWN THE BASE, SCALE THROUGH THE NETWORK
By Markos
DISCLAIMER: Management comments in this report are paraphrased from AAIG's notes and should not be interpreted as formal company guidance. Operational targets, financing timelines and longer-term ambitions remain subject to chang...
Hydreight Q2 2026 earnings recap
By Rufus
Hydreight (NURS) released earnings yesterday, and as always, the market found enough things to be negative about to sent the share price down 15%.
AAIG Pick 2: Strategic Update
Written by Markos
The first-half result confirmed the delivery base. This member update looks at where Pick 2 could move next across four key opportunities.
Macro Pulse - Week 34
Welcome back everyone. It was a big week again with many details to discuss. First, the Treasury Department did something on Wednesday that it almost never does mid-quarter, as it doubled the size of its long-end bond buybacks, effectively...
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research collective of 6 analysts across multiple industries. We find asymmetric opportunities and build institutional-level quality research. Read by professionals, asset managers and leading compagnies
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