Research

Each report below pairs an investment memo, my thesis on the company and a full valuation model, so you can see what I believe, but the numbers behind it.

KEEL Infrustructure (Keel) - BUY

Upload Date: 6/30/2026

Thesis: The market still values Keel as a Bitcoin miner despite its transition toward AI infrastructure.

Catalyst: Data center development, power commercialization, and Ai customer announcements

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Quantum Scape (QS) - BUY

Thesis: QuantumScape is in the "valley of death" on the Lassonde Curve, with the market pricing manufacturing risk the PowerCo and Honda partnerships have already begun to de-risk.

Catalyst: Eagle Line yield improvement, B-sample to C-sample progression, and new OEM agreements beyond PowerCo/Honda.

Upload Date: 7/2/2026

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