A Log of Anecdotal Data with High Deviation: JUNE 2025
The Quantum-Resilience Investment Thesis | June 27th, 2025
The existential threat that cryptographically relevant quantum computers (CRQCs) pose to the global digital economy. The urgency is not a future problem but a present-day crisis. Buy the Paper
Advanced Display & Interface Investment Thesis | June 21st, 2025
The convergence of advanced computing systems is creating an imminent and powerful macro-catalyst, generating unprecedented information complexity that will render legacy interfaces obsolete. Buy the Paper
Cannabis Tech & Regulation Investment Thesis | June 13th, 2025
The U.S. cannabis sector is at a historic inflection point, driven by a powerful convergence of regulatory de-risking and technological disruption. Buy the Paper
Nuclear's Ascent Investment Thesis | June 9th, 2025
Identifies a critical growth opportunity in the advanced nuclear sector, driven by the dual imperatives of fueling the exponential energy needs of AI and enabling humanity's expansion to Mars. Buy the Paper
The Martian Frontier Investment Thesis | June 7th, 2025
Identifies critical Earth-bound infrastructure opportunities within a 24-60 month horizon, paving the way for the colonization of Mars. Buy the Paper
Deep Dive: HexClad Under Fire | June 6th, 2025
An interactive analysis of the false advertising lawsuits and chemical claims that have challenged the premium cookware brand. Buy the Paper
The OceanTech Investment Thesis | June 5th, 2025
A high-level dashboard summarizing the key growth metrics and strategic landscape of the oceanographic technology sector. Buy the Paper
This is not just a garment. It is a tangible marker for the beginning of a significant data stream. A prudent portfolio would have exposure to this.
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