Mapping the supply chains that move markets.
Source-grounded research that follows the money through entire supply chains - the suppliers, the chokepoints, and the public companies positioned to win. One theme at a time, starting with the AI build-out.
How to Invest in SpaceX: the Full Supply Chain, the Concept-Stock Hype, and the Real Ways to Own It
SpaceX is private and ~85% vertically integrated, so most 'SpaceX stocks' are AI names wearing a Starlink rumor. The full map across 42 public names: confirmed hardware suppliers, propellant and cloud vendors, downstream Starlink customers and launch beneficiaries, and the equity-proxy vehicles that actually own SpaceX - with a 1-10 scoring model.
AI Supply-Chain Investment Map: Public Companies and Potential 10X Winners
OSINT-grounded research mapping how Big Tech AI capex flows through 115 public companies - chips, memory, power, optics, and software - and which are best positioned to win over the next 24 months.