Finance
Shanghai Sinyang (SZSE:300236): A Wet-Chemicals Compounder Priced as a Photoresist Bet
Sinyang's copper-plating and wet-clean franchise drives real earnings; its ArF photoresist is qualification-stage optionality, not scaled revenue.
Finance
Science
Ultrasonic Full-Body Scans, Wellness Spas, and the Science Behind the Spectacle
Ultrasonic CT uses no X-rays, and the prototype runs about 20 minutes, not the 60 seconds claimed. We separate the science from the pitch.
Aerospace
EHang's EH216-S and VT35: Inside the World's Only Certified Pilotless Passenger eVTOL Program
EHang holds the world's only certified pilotless passenger eVTOL. We assess the EH216-S, the VT35, and whether autonomy can scale beyond China.
Finance
SpaceX IPO: What $1.77 Trillion Actually Buys (SPCX)
Our sum-of-the-parts finds $700B–$1.1T of reasonable value in SPCX. The remaining trillion rests on Starship, orbital compute, and Grok.
Computing
AI Bubble or Infrastructure Supercycle? A Strategic Assessment of the AI Capex Boom
Is AI a bubble or infrastructure boom? A strategic breakdown of AI capex, data centers, NVIDIA, cloud, power, and end-users.
Batteries
Lithium-Ion Battery Recycling 2027: Cathode Recovery, Black Mass, and the Urban Mining Opportunity
Li-Cycle burned through $1 billion and went bankrupt. Glencore bought the wreckage for $40 million. The urban mining goldmine isn't what it seems.
Finance
Post-Collapse Currency: From Barter to Energy Tokens
When paper money fails, what's next? Explore the history of trade, from Egyptian Deben to energy-backed tokens, and discover real wealth.