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Quantum Yields

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24-Sep-2026

Intuitive Surgical (ISRG): Can They Continue to Hold Serve?
08-Sep-2026

AppLovin (APP): Can This Past Champion Defend Their Title?
20-Aug-2026

CoreWeave (CRWV): The Backlog Is $103.7 Billion. The Debt Is $35.5 Billion. Which Wins First?
12-Aug-2026

AST Space Mobile (ASTS): The Qualifier Trying to Go Deep into the Main Draw
07-Aug-2026

Symbotic (SYM): I Read the Filings, and I’m Taking It Off the List
30-Jul-2026

Monolithic Power (MPWR) Revisited: A Follow-Up to My November 2024 Note
29-Jul-2026

Bloom Energy: The Number I Was Watching
16-Jul-2026

Bloom Energy – The AI Infrastructure Play
11-Mar-2025

KKR Re-visited: What does the recent capital raise and equity dilution mean for shareholders?
06-Feb-2025

Alternative Asset Investment Opportunities – A Closer Look at KKR

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