Thematic trading and investing research focused on identifying high conviction ideas through fundamental and technical analysis, emerging themes, and narratives.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 171 | Founded | a year ago | Last Issue | 47 hours ago |
| Active | |||||
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zastocks.comLatest Issues
The Midterms Primer
Positioning, winners, losers, AI, data centers, and the tech trade.
The midterms have come and gone, but what does it mean for the market?
Weekly Market Report 11/1/26
Bubble groups, leading beta/growth groups, the AI trade, my portfolio, and more.
We didn’t get Black Monday a few weeks ago, but this past week we got Black Friday!
The Next Chapter of the AI Trade
High conviction bet, the AI trade, peak Capex, Elon’s comments on the neoclouds, and more.
Anthropic’s IPO is coming and it’s likely to bring fireworks.
Weekly Market Report 10/25/26
The AI trade, the two leading groups in the market, Iran, my portfolio, and more.
Halloween is coming.
Did Elon Save The AI Trade?
My new position, SpaceX, Nvidia, and more.
Today was a big day so I want to discuss everything that happened because it might be a turning point. I moved Wednesday’s article to today to discuss.
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Thematic trading and investing research focused on identifying high conviction ideas through fundamental and technical analysis, emerging themes, and narratives.
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