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 | 27 | Founded | 4 months ago | Last Issue | 6 days ago |
| Active | |||||
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aaig.substack.comLatest Issues
NVIDIA Q1 Financial Year 2027 — Looking Through My and Jensen’s Strategic Glasses
So guys, NVIDIA just dropped Q1 financial year 2027. You also see the numbers, which speak for themselves. Revenue strong. Gross margin’s strong. $145 billion of supply commitments on the books including prepaids, something which I really l...
Innventure: Q1 2026 Earnings Update Review
By Mark
Q1 2026 Update and personal view
AAIG's Macro Pulse #10
Welcome to this tenth edition of AAIG's Macro Pulse. Last week the inflation data confirmed what the energy market had been warning about for weeks, the Iran deal fell back into stalemate after Trump rejected Iran's counter-proposal, and Ke...
The Two-Phase Pivot: How Liquid Cooling Became the Data Center’s Hardest Challenge — and the Name We’re Buying
Jensen Huang called it a thermal cliff. We call it an opportunity. Inside the engineering constraint that's reshaping how data centers are built and the under-the-radar holding company sitting at the centre of it.
- INTRODUCTION: DATA CEN...
Nebius Earnings Through My View And What Most People Will Miss On The Call
So guys, Nebius just dropped Q1 2026. You all see the numbers, which are decent. Revenue $399M, up 684% YoY, beat consensus. Adjusted EBITDA positive to $130M. The headline net income of $621M is mostly a paper gain on their ClickHouse stak...
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High-conviction research collective of 6 analysts across multiple industries. We search for asymmetric opportunities and build institutional-level quality research.
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