From Technological Rivalry to Global Governance: The path forward
The current geopolitical landscape is shaped by technological nationalism, driven by competition in AI and semiconductors.
Net Lease Office Properties (NLOP): A Bull Case Theory
We came across a bullish thesis on Net Lease Office Properties (NLOP) on Substack by OppCost. In this article, we will ...
Northrop Grumman Corporation (NOC): A Bull Case Theory
We came across a bullish thesis on Northrop Grumman Corporation (NOC) on Substack by Daan Rijnberk. In this article, we will ...