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🔎What if AI agents are actually us?
The rise of the machine over the human might not happen via workflows, but via habits. We'd then be accelerating it by giving up what originally made us…
 • Rene Bruentrup
🔎Garmin & Strava: Betting on CycleTech
Cycling is on the rise and it's associated with the most exciting IPO this year: Strava.
 • Rene Bruentrup
🔎Megatrend: Down-Skilling
Academic performances are declining globally. This is happening at the worst possible time because the labor market is becoming more demanding. Managing…
 • Rene Bruentrup
🔎Betting on the superrich supercentenarian.
In the future, mortality will not be the great equalizer anymore. Instead, it will accelerate inequality and add an entirely new dimension to it.
 • Rene Bruentrup
🔎Silver: Keen to understand what's going on?
Silver is not indicting the monetary system. This is an isolated risk management failure in a very specific market segment with very little risk for…
 • Rene Bruentrup
🔎January 2026 Market Strategy
The seeds of doom are sown in the boom.
 • Rene Bruentrup
🔎Summit applies for ivonescimab approval! (incl. Excel workbook)
The potentially biggest blockbuster drug ever is one step closer to its commercialization. Insiders are hyped up. Investors don't seem to care much…
 • Rene Bruentrup
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
Latest single stock research
Aurora Innovation
Airbnb
B Riley Financial
Better Home & Finance
Big Tech
BYD
Cal-Maine Foods
Carvana
Cerebras
CRISPR stocks
Eli Lilly/Novo Nordisk
EQT
goeasy
InMode
Meta
MicroStrategy
Nuscale/Oklo
Nutrien/CF Industries/Mosaic/FMC
NVIDIA
Opendoor Technologies
Peabody
Rocket Companies
Root/Lemonade
Sartorius
SQM/Albemarle
Summit Therapeutics
Tesla
Toyota
UnitedHealth

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