Epistrophy Capital Research

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LATEST ISSUES


Some Like It Cold

Some Like It Cold

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

IONQ

+4

What To Look For In Anthropic's Red Herring

What To Look For In Anthropic's Red Herring

30 tough questions for the pending Anthropic S-1.

MSFT

+3

Oracle's Out Clause

Oracle's Out Clause

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

BE

+4

The Next IPO

The Next IPO

Introducing the Epistrophy Capital Research IPO Top 40

Anthropic

+2

☠️ 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

+3

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

+4