Tag
Artificial Intelligence
BearBull research on the public-markets implications of AI — capex flows, GPU supply, model economics, and how it reprices the equity stack.
5 articles
The AGI Industrial Dependency Chain: From Shale Fields to Superintelligence
Deep Dive$650B of annual capex, nine layers, one question — who actually wins?
Anthropic IPO 2026, OpenAI & xAI Valuations: The AI IPO Race
Deep DiveAnthropic, OpenAI, xAI — the IPO timelines, valuations and risks, side by side.
Anthropic IPO 2026: Timeline, Valuation & What Investors Should Watch
Deep DiveTriangulating a private AI valuation from public disclosures and secondary prints.
The Silicon-to-Software Shift: Bridging the AI Valuation Gap (2026-2030)
Deep DiveWhy the next AI rotation is from chips to software — and what's still mispriced.
Research With Claude AI
GuideA nine-step framework that compounds conviction with every reread.
