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Home/Blog/Deep Dive
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Deep Dives

Long-form company and market research for investors who want the structure, the numbers, and the second-order effects.

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5 articles
Roger Federer sitting on concrete steps surrounded by On Running The Roger sneakers in multiple colorways — On Holding brand campaign
The Cover Story
· 24 min read

On Holding (NYSE: ONON): The 63% Gross Margin Footnote

A deep dive into the Zurich shoe brand — founders, culture, product, athletes, governance, and the FX line that runs under every number.

Continue reading→

4 articles

  • The AGI Tech Stack — illustrated cross-section of the $650B capex pyramid, from AI labs at the top down through chips, TSMC fabs, ASML and the 134 GW grid

    The AGI Industrial Dependency Chain: From Shale Fields to Superintelligence

    Deep Dive

    $650B of annual capex, nine layers, one question — who actually wins?

    21min
  • The AI IPO Race — Anthropic, xAI and OpenAI logos on a clean white cover

    Anthropic IPO 2026, OpenAI & xAI Valuations: The AI IPO Race

    Deep Dive

    Anthropic, OpenAI, xAI — the IPO timelines, valuations and risks, side by side.

    18min
  • Anthropic CEO Dario Amodei speaking at a press conference

    Anthropic IPO 2026: Timeline, Valuation & What Investors Should Watch

    Deep Dive

    Triangulating a private AI valuation from public disclosures and secondary prints.

    13min
  • Macro photograph of a silicon wafer showing the grid of individual semiconductor dies with rainbow diffraction

    The Silicon-to-Software Shift: Bridging the AI Valuation Gap (2026-2030)

    Deep Dive

    Why the next AI rotation is from chips to software — and what's still mispriced.

    12min