We catch the shift early — and show the reasoning, so you can act on it before the rest of the market does.
From 2022 to 2023, the market for industrial gas turbines quietly collapsed. Manufacturers cut workforce, walked back expansion plans, and reduced capacity (all rational responses to genuine demand weakness). Then AI arrived, and those capacity cuts had locked in a shortage no amount of fresh cap…
In April 2026, Amazon bought Globalstar, the satellite company that carries iPhones' Emergency SOS calls. A hyperscaler now sits one layer below the emergency button on hundreds of millions of phones. That choice, who controls the screen rather than who owns the satellite, frames everything happe…
In September 2024, Microsoft signed a deal to restart Three Mile Island, a nuclear plant shuttered since 2019. The press called it an energy story. It was an infrastructure story: Microsoft needed power for data centers and could not get it from the grid fast enough.
