Ryan (RYAN) is a typical hard market beneficiary, that is going through an organic growth reset. Are we there yet in terms of the reset- probably not. Timing the bottom of a cyclical market is hard. N

(NBIS, DOCN) 1. The Core AI Thesis At the core of all AI theses there are two beliefs: Demand for intelligence is ~infinite — this still seems to be true, at leas there is no data to the contrary. Com

Everybody knows about the 800V conversion that is coming. NVDA etc have released the specs. There are many parts to that ecosystem change. Most of them are not ‘free options’ whereas SEDG and ENPH mos