Left’s Newsletter
LeftInvesting
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 171 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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leftfieldinvesting.substack.comLatest Issues
Fervo IPO @ $27 USD, indicating an OPEN at $40 USD
Someone has also clearly thought this was our generations version of fusion come to life.
Supply chains for this type of geothermal is less mature. The turbine generators are almost twice as expensive as what you’ll find at a plant using...
Fervo has IPO'd
Fervo’s going to market on an upsized IPO. They raised just under $2b USD. A few months ago I told someone about this likening it to making fusion available for the production of electrical power. Not exactly the same, but similarily inexha...
Monograms surgical device is a future market leader in robotic orthopedic surgery that will ragdoll $PDEX common shares.
Above is the photo of a robotic solution with the newest software for semi-autonomous knee transplants. A similar display should have been prest at AAOS 2026 in New Orleans, Louisiana.
I believe the above was taken at the 2025 AAHKS Annua...
Hyperscaler capex, enhanced geothermal power, red or blue button, market failures and nail fungus.
Data centers often get built into clusters at the peripheral edge of developed modern economies. They consume a ton of electrical power and as such the amount of new power & new transmission equipment needed is “quite a lot.”
At least enou...
2,500 eligible on a good day
If you’ve followed uniQure you should be aware the regulatory stance on recruiting for a safety sham control arm was initially bifurcated between the EMA & FDA. After the Presidential election & the turnover in the admin following the appoi...
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Stolen ideas out from left field with an occasional original idea.
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