⬡ Featured Deep Dive · March 2026
$ONDS · Drone Dominance:
The Defense Play Hidden In Plain Sight
605% revenue growth. $375M+ guided for 2026. Palantir, Boeing, Lockheed, NATO as partners. Here's the full investment thesis on why Ondas might be the most underappreciated defense play in the market.
Latest Analysis
⚡ Deep Dive · AI Infrastructure · Power
$VIVO · The Power Landlord: A Serial Pivoter's Most Dangerous Move Is Its First One That Actually Generates Cash
Five strategies in five years. Revenue went from $33M to $0.02M. Then Norway: 41.5MW hydro data center, $31M annualized revenue from day one of ownership. The AI infrastructure landlord model — stress-tested.
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Deep Dive · AI Infrastructure · Growth
$NBIS · Nebius Group: Europe's Answer to the AI Infrastructure Arms Race
Born from Yandex's ashes, Nebius is quietly building one of Europe's most powerful GPU cloud platforms — backed by NVIDIA, expanding fast, and trading at a fraction of US AI infrastructure peers. Here's why this could be one of the most overlooked AI infrastructure plays of 2026.
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