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I'm Researching SES AI (SES)
Emerging growth in energy storage, drone batteries, AI novel battery science platform
Jun 19
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3
Mtron (MPTI)
A Pristine Balance Sheet and Record Backlog in the Heart of Defense Spending
Jun 9
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7
NCS Multistage (NCSM) Buyout
NCSM is getting acquired
Jun 5
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Stock Pursuit
May 2026
NCS Multistage NCSM Quarter
How bad was it? The stock dropped 50% on quarterly results
May 31
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4
2
1
All About Enhanced Geothermal Tech
EGS will become a growing contributor to the grid and data centers
May 24
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1
Fervo Energy (FRVO) Part II
Beneath the Surface: The Geothermal Company Quietly Signing Gigawatt Deals with Google
May 13
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18
4
Powering The AI Boom: Fervo Energy IPO (FRVO)
An Emerging Energy Industry: Enhanced geothermal will play a part in data center power
May 9
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11
I'm Working On Something
I'm Doing an Industry and Stock Dive
May 6
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1
April 2026
You Can Get Exposure To OpenAI, Anthropic, SpaceX
There are publicly traded vehicles that have the equity
Apr 26
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7
1
Deep Value Roundup Part II
More deep value I covered that is still compelling
Apr 20
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1
Plug Power New CEO-Catalysts
Fuel Cell's potential after Bloom Energy's new 2.8 gigawatt Oracle expansion
Apr 16
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8
ACTG Strong 2025
Acacia Research Q4 call highlights and full year run-down
Apr 6
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11
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