Wednesday, September 30, 2026

Back to today

Research Roundup Vol. LIV

Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…

On’s Premium Playbook

On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…

NRGV · long

Energy Vault Holdings INC

Energy Vault (NRGV) is pitched as a long at about $4 per share, with contracted owned-and-operated projects supporting a $10 to $15 target.

The Offshore Message From Oslo

Offshore drillers have secured 105 rig-years by September, 42% above all of 2025, as national oil companies lock up long-term capacity.

Vizsla Silver (VZLA)

Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…

Publications we follow

Every publication on this site, hand-picked.

110 publications

Newsletters 93

X accounts we follow

Every account on this site, hand-picked.

72 accounts

Investor letters we follow

189 firms

Sectors

Ordered by how often our editor reaches for them.