Contrarian research on AI infrastructure bottlenecks, and high-quality compounders the market has stopped watching.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 192 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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dariusdark.substack.comLatest Issues
The Darius Dark Score: 10 Popular Stocks, Ranked
Back in December 2025 I published an article called Fixing The Rule of 40.
I had come across one of those charts ranking software companies by their revenue growth and margins. The problem was fairly obvious. A company could sit at the ver...
AEP and the Electricity Build-Out
AEP has a $78 billion plan and 69 GW of reported load growth. The investment case depends on who pays while the grid gets built.
If a new data centre wants a GW of electricity, somebody has to connect it. Power has to travel from a generat...
What Thiel Macro Sees in Vista Energy
VIST is a fast-growing shale producer in Argentina, with a strong export story and a list of risks investors should not wave away.
Thiel Macro’s latest filing has a nearly $76 million position in Vista Energy, an oil producer operating in...
Anthropic Says AI Can Pay For Itself. Can It?
Anthropic recently handed the AI trade the number it has been waiting for. The company told prospective investors that Q3 revenue reached $16.8 billion and that it generated positive free cash flow.
If those figures hold up, this changes t...
Google’s Nuclear Deal Makes the Case for CEG.
Google has put a 20-year customer behind Constellation's planned uprates. DOE has offered Vistra a conditional financing route.
For the nuclear bulls, this was a very good week. Google agreed to a 20-year deal that supports 890 MW of addit...
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Authors
The writers behind this newsletter.
Founder of Darius Dark Investing. Focused on asymmetric risk, deep value, and high-quality compounders. Outperforming the S&P 500 through fundamental research. Featured on Finviz.
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