
Evidence-based information arbitrage for long-only public equities
| Platform | Pricing | Freemium | Publishes | Weekly | |
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| Issues | 78 | Founded | 2 years ago | Last Issue | a month ago |
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Newly uncovered evidence shows RCM Technologies, Inc. (RCMT) is providing engineering services to Cipher Digital Inc. (CIFR), likely under a multiyear preferred partner agreement. Backed by hyperscale agreements with Amazon, Google, and Flu...
A review of federal procurement databases and military program developments shows VirTra, Inc. (VTSI) is likely months away from securing its first prime military award. As the military shifts to commercial off-the-shelf synthetic training...
Public records and job postings show Westell’s recent inflection in its highest-margin segment is likely not a one-off. It coincides with multi-year infrastructure upgrades to Verizon’s 5G network, ahead of state-level broadband deployments...
60+ pages of pure intel the market largely ignores
All information presented herein has been obtained from publicly available sources and commercially available data believed to be reliable. The author currently holds a long position in th...
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