The Coverage Universe

Members receive the full coverage stream for these names as it publishes: initiations, earnings updates, and framework revisions. The free notes touch many of them along the way; this page shows where. Listing a name here is not a recommendation in either direction, and no ratings appear anywhere on this site.

Semiconductors and AI hardware

NVDANVIDIAFree: the $96B quarter, Three Waves, September Setup

AVGOBroadcomFree: September Setup (Sep 2 print mapped to conditions)

MUMicronFree: The Fourth Leg, the February grades

INTCIntelFree: Three Waves

QCOMQualcommMember coverage

ONonsemiFree: The Fourth Leg (power silicon)

Hyperscale cloud and software

MSFTMicrosoftFree: The Token Tollbooth

GOOGLAlphabetFree: The Token Tollbooth

AMZNAmazonFree: The Token Tollbooth

CRMSalesforceFree: The Displacement Cascade (the owned complication)

NETCloudflareMember coverage

TTANServiceTitanMember coverage

Member coverage for all eighteen names: founding rate details

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Members receive our full coverage notes, quarterly outlooks, and thematic frameworks as they publish. Founding rate locked at $99.95 per year; no payment today.

First member mailing: mid-September 2026. Unsubscribe anytime. Membership details

Nuclear and energy

OKLOOkloFree: Powering Intelligence, The Record (position published)

PRIVATEnewcleo (private)Member coverage (private-market primer)

AI infrastructure and neoclouds

NBISNebius GroupFree: the February grades

IRENIRENMember coverage

Space and hardware

RKLBRocket LabFree: The Record (position published, losers first)

CRSRCorsair GamingMember coverage

"Member coverage" means the name is covered in the member stream (initiations, earnings updates, framework revisions) and has not yet appeared substantively in a free note. The free notes are the sample; the stream is the product.

Coverage for all eighteen names, delivered as it publishes, for $99.95 per year. The founding rate closes September 29, 2026.

No payment today; founding rate locked. First member mailing: mid-September 2026. Membership details