Inside the Neocloud Trap: What CoreWeave, Nebius, and the AI Gold Rush Are Hiding

In the Artificial Intelligence boom, headlines are usually dominated by tech giants like Microsoft, Google, and Amazon. But over the last two years, a new group of players… Show More

Forge Nano - Powering Ahead with the SPAC Merger

On October 16, shareholders approved the merger between Archimedes Tech SPAC Partners II Co. (ATII) and the semi equipment and battery materials company Forge Nano. This is the second SPAC from Archimedes… Show More

Amid a Favorable Environment and Rapid Overseas Growth, BlackSky Looks Attractive

BlackSky (BKSY) reported excellent second-quarter results in August, as its revenue surged 50% versus the same period a year earlier, easily surpassing analysts’ average… Show More

AEP's electricity demand is valuable only if the investment earns its return

American Electric Power's agreement with Amazon and X-energy gives investors a concrete reason to examine its growth opportunity. I still find the shares demanding at the 23 October… Show More

Research Note - THS Maple Holdings – Solid Year with 88% YoY Growth from U.S. Segment

Yesterday evening, THS Maple Holdings Ltd. ( $YAY.V ) reported Q4 and FY26 financials (ending June 30th) that were in line with our expectations. The results were driven… Show More

Research Flash – PesoRama – Five New Stores Announced & $28.4M Financing Closed

Yesterday, PesoRama ( $PESO.V , $PSSOF ) announced the upcoming opening of five new JOi Dollar Plus stores, with stores #50 and #51 scheduled for October and stores #52, #53,… Show More

Initiation Report - Thistle Resources – Consolidating the Bathurst Mining Camp

Thistle Resources Inc. ( $TRCG.V , $TRCGF ) is a Canadian exploration company with a portfolio of five precious metal and critical minerals projects centered around New Brunswick’s… Show More

Research Note – Cerrado Gold – Further QoQ Growth at MDN in Q3; Increasing TP on Execution

Cerrado Gold Inc. ( $CERT.V , $CRDOF ) reported another solid quarter of production growth at its MDN operations in Q3/26 producing 16.7Koz AuEq, which beat our forecast… Show More

Research Note – Spanish Mountain Gold – Drills 0.54 g/t Au over 295.5m

On October 8th, Spanish Mountain Gold ( $SPA.V , $SPAUF ) announced assay results from 28 diamond drill holes completed as part of its 2026 Feasibility Drill Program at the Spanish Mountain… Show More

Research Note – Capitan Silver – New CRD Discovery Points to a Larger System

This morning, Capitan Silver ( $CAPT.V , $CAPTF ) reported assays for 22 holes from its 60,000m 2026 drill program at the Cruz de Plata Project in Durango, Mexico. Results are from… Show More