By Focus
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Further Analysis & Commentary
BlackRock vs. Blackstone: Same Size, Different Economics
At first glance, BlackRock and Blackstone seem almost indistinguishable. Their names are frequently mixed up, their visual branding carries a…
Anthropic is opening in Australia, but the real story is what it still has not committed to
Anthropic’s first major move in Australia is not a data centre announcement. It is a commercial appointment. That is the…
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging…
Arxis, Inc. (ARXS) IPO Backed by Arcline Investment Management
Business Summary Arxis Inc. (ARXS) is an American enterprise specialising in cutting-edge technology and infrastructure development, with a strong focus…

Monthly Investor Memo
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