
Deep dives on the stocks for the long run. By @CKCapitalxx + @VantixResearch
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 22 | Founded | 4 months ago | Last Issue | 2 days ago |
| Active | |||||

INNIO ($INIO): The Grid Can Wait. The Data Center Can’t.
Introduction
Hey everyone, hope the weekend treated you well!
Treasury sells $119bn of notes and bonds Tuesday through Thursday, the September Fed minutes land in the middle of the ten-year auction, John Williams speaks before any of it, the Energy Sec...
Happy Friday! The October hike died Tuesday afternoon on a sentence from a Fed president. The December hike is now the consensus. That distinction is the whole week, and it is why the ten-year closed higher on the day a jobs report missed b...
FTAI Aviation ($FTAI): Owning the Bottleneck
Introduction
OpenAI’s DevDay is Tuesday. Micron reports Wednesday. The August PCE release carries a methodology change. And two numbers went viral this weekend that do not mean what they are being used to mean.
Micron rep...
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