Many investors use this Bitcoin Cycle investment thesis to predict where the price of Bitcoin is headed next. Recent events may have altered the traditional Bitcoin Cycle, so investors should ...

Starting from Ram Ahluwalia’s CapEx receivers/spenders thesis, I’ve expanded the framework to include the application layer. The AI investment landscape is evolving. While Nvidia (NVDA ...

Nightview Capital, an investment management company that concentrates ... DE) based on a simple thesis: the 185-year-old company is evolving from a machinery manufacturer into a technology leader ...

Validate your thesis and discover new opportunities. Each report contains our investment thesis and information on corporate management, economic moat, trends, valuation, growth and profitability.