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THE WEEK AHEAD


Some Like It Cold

Oct 11, 2026

•

10 min read

Some Like It Cold

Forget data center power consumption: quantum computing's power demands are on the horizon.

IONQ

Sovereign Green Compute

RGTI

QBTS

Silicon Quantum Computing

LATEST RESEARCH


Oct 4, 2026

•

10 min read

What To Look For In Anthropic's Red Herring

30 tough questions for the pending Anthropic S-1.

MSFT

Anthropic

AMZN

GOOG

Sep 28, 2026

•

10 min read

Oracle's Out Clause

Force majeure shows Oracle continuing to out-finance the Finance Bros.

BE

ET

OWL

OpenAI

ORCL

Sep 20, 2026

•

4 min read

The Next IPO

Introducing the Epistrophy Capital Research IPO Top 40

Anthropic

Kraken

OpenAI

TRENDING


☠️ The End Of The World As We Know It?

☠️ The End Of The World As We Know It?

On Anthropic -- and how we die.

Anthropic

OpenAI

ORCL

NVDA

Oracle’s Real Data Center Returns

Oracle’s Real Data Center Returns

Ahead of Oracle’s Q1 ‘27 Results, “ROU’s”, A New Balance Sheet Entry, Tell A Story

AMD

COHR

OpenAI

ORCL

GLW

NVIDIA's Dark Drones

NVIDIA's Dark Drones

An in-depth look at the killing machines that are an overlooked AI-driver for the chip giant.

NVDA

Anthropic's Accounting Boost?

Anthropic's Accounting Boost?

Anthropic just passed OpenAI in revenue. Or did it?

Anthropic

OpenAI

Co-Packaged Optics, Finally

Co-Packaged Optics, Finally

Coherent & Lumentum announced the dawn of a new photonics era: Fabrinet could echo the call next week.

LITE

COHR

NVDA

FN

Choking The Optical Chokepoint

Choking The Optical Chokepoint

A foolish Trump Administration transceiver ban would strangle the AI buildout it aims to protect.

LITE

AXT

COHR

AAOI

Tempus In A Teapot

Tempus In A Teapot

An “AI” Company “Grows” Through Insider, Circular Deals

AMD

GLW

TEM

AI: Sold Out, Not Slowing Down

AI: Sold Out, Not Slowing Down

Markets Fears Of An AI Spending Slowdown Will Be Proven Wrong This Week... Again.

FIX

MXL

INTC

IQE

GLW

NOK

TSMC’s Great Conviction Eviction

TSMC’s Great Conviction Eviction

In concentrating its AI bets, the world's biggest foundry is booting customers who can't pay the AI freight.

TSM

NVTS

GFS

STM

The Weight

The Weight

An examination of how AI Labs Are Picking Sides: Open Weight vs. Closed

Anthropic

OpenAI

Of Bygones, Bubbles And Broadband Bandits

Of Bygones, Bubbles And Broadband Bandits

What Om Malik taught us about spotting an AI bubble.

SPCX

MSFT

AMZN

CRWV

GOOG

Hey Anthropic: Here’s The New IPO Playbook

Hey Anthropic: Here’s The New IPO Playbook

How SpaceX’s 4.3% float and a quiet rule change rewrote the rules for AI IPOs

SPCX

Anthropic

The Coming Surge of AI-powered Hacking 🏴☠️

The Coming Surge of AI-powered Hacking 🏴☠️

The Mythos Moment: Cybersecurity Is About To Change Forever

CRWD

PANW

ORCL

SpaceX 🚀: Here Come The Sellers

SpaceX 🚀: Here Come The Sellers

SpaceX 🚀 -- Preparing For The Weird, Record Unlock

SPCX

ORCL

How xAI isn't AI.

How xAI isn't AI.

SpaceX 🚀 dumps xAI to run a server farm — the back story.

SPCX

ORCL

Did Tesla Use SpaceX For A Q4 “Beat”?

Did Tesla Use SpaceX For A Q4 “Beat”?

New disclosures show over $100m in a SpaceX Cybertruck 🚀 deal.

SPCX

TSLA

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