Deep theme reports
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6 deep dives · research angles, not news flashes
Each topic uses a research framework: monitoring metrics + position discipline + evidence trail. Pro unlocks full text and history.
Recent briefs
Recent AI / aerospace observations
Listing & pre-listing status
Three companies, three stages — one playbook won't fit all.
SpaceX has entered IPO registration; OpenAI and Anthropic remain primary-market, strategic-investment, and supply-chain proxies. A realistic public-market portfolio splits into a "direct event pool" and an "ecosystem fee pool."
IPO event pool · comparable valuations
Track OpenAI, Anthropic, and SpaceX separately — they are not one listing story
Comparable valuations
Latest funding + comparable revenue multiples
Multiples drawn from EV/revenue ranges (median / range); not investment advice. Each source labelled IR / press.
Public stock pool
Ranked by exposure strength, evidence quality, risk / reward
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Quotes: fetching latest from Stooq…
| Priority | Ticker | Company | Mapping logic | Price | Score | Model signal | Verdict |
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Risks & counter-evidence
This type of thesis tends to lose on valuation, capex, and customer concentration
Evidence sources