StableBread's Newsletter
FajasyWrite-ups and models on asymmetric stocks and macro themes. Built on 10+ years studying top investors/funds, and 500,000+ words of published guides.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 23 | Last Issue | 6 days ago | Active |
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Top-Three BESS Below 1x Sales
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AI data centers are being built faster than the grid can power them. The IEA estimates around 20% of planned data center projects risk delays because grid connections and equipment can't keep up, and...
Battery Test Worth Billions
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Phones, EVs, AR headsets, drones, and humanoid robots all need to store more energy in less space, and the standard lithium-ion battery design hasn't structurally changed since Sony commercialized it...
Atomic Armor for AI Chips and Batteries
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Special purpose acquisition companies (SPACs) carry a stigma, earned from a history of misaligned incentives, excessive dilution, weaker due diligence than traditional IPOs, and high redemption rates...
Overlooked Tungsten Play
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Take a look at the price of tungsten year-to-date:
Fastmarkets: Tungsten APT Price Charts & History
Ammonium paratungstate (APT), the traded form of tungsten, sat around $340 per metric tonne unit...
Celsius's Acquisition Hangover
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Celsius Holdings (Nasdaq: CELH) sells roughly one in five energy drinks bought in the U.S.
It owns three brands, CELSIUS, Alani Nu, and Rockstar, and ships nearly all of them through PepsiCo's truck...
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