Research

*Each report below pairs an investment memo, my thesis on the company, a full valuation model, and a live price tracker against my target price so you can see what I believe, the numbers behind it, and where the market stands today.

KEEL Infrastructure (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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QuantumScape (QS) - BUY

Thesis: QuantumScape is in the "valley of death" on the Lassonde Curve. The market is currently pricing in manufacturing risk that the PowerCo and Honda partnerships have already begun to de-risk, with a big shift in how the market prices QS coming."

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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