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The desk's research, bought once and kept. Start with one company, take every company, or subscribe to everything. Every purchase is delivered by email within seconds and stays in your library.
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Three ways to buy
Each step includes the one before it.
Step 1
One company
$19one-time
A Ticker Teardown Dossier: one company taken apart, the business, the dated numbers, the full bear case, the level map and the peers. Pick the company below.
Step 2
Every company: The Teardown Library
$79one-time
Every dossier on the desk (37 today), every new one published in the twelve months after you buy, and their updates after each earnings report, in your library. The price of about 4 single dossiers.
Step 3
Everything: Pro
$49a month
Every dossier, report and course in the shop, plus the live tools and the Pro Telegram, for as long as you subscribe. Cancel any time.
Step 1: pick a company
Each dossier is one company. All of them are in the Library and in Pro.
Applied Optoelectronics (AAOI) Teardown Dossier
The $AAOI teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-05, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Astera Labs (ALAB) Teardown Dossier
The $ALAB teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-03, refreshed after Q2 2026 results
$19one-timeViewIncluded in Pro
Applied Digital (APLD) Teardown Dossier
The $APLD teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FQ1 2027 results
$19one-timeViewIncluded in Pro
Arm (ARM) Teardown Dossier
The $ARM teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-04, refreshed after FQ2 2027 results
$19one-timeViewIncluded in Pro
Broadcom (AVGO) Teardown Dossier
The $AVGO teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FQ3 2026 results
$19one-timeViewIncluded in Pro
Bloom Energy (BE) Teardown Dossier
The $BE teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
BWX (BWXT) Teardown Dossier
The $BWXT teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Cameco (CCJ) Teardown Dossier
The $CCJ teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FY2025 annual results and the 6-K of 2026-10-30
$19one-timeViewIncluded in Pro
Coinbase Global (COIN) Teardown Dossier
The $COIN teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Core Scientific (CORZ) Teardown Dossier
The $CORZ teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-06, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Circle Internet (CRCL) Teardown Dossier
The $CRCL teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-04, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Credo (CRDO) Teardown Dossier
The $CRDO teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FQ1 2027 results
$19one-timeViewIncluded in Pro
CoreWeave (CRWV) Teardown Dossier
The $CRWV teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after Q2 2026 results
$19one-timeViewIncluded in Pro
Denison Mines (DNN) Teardown Dossier
The $DNN teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-03, refreshed after FY2025 annual results and the 6-K of 2026-08-14
$19one-timeViewIncluded in Pro
Robinhood Markets (HOOD) Teardown Dossier
The $HOOD teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
IREN (IREN) Teardown Dossier
The $IREN teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-05, refreshed after FQ1 2027 results
$19one-timeViewIncluded in Pro
Centrus Energy (LEU) Teardown Dossier
The $LEU teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-04, refreshed after Q2 2026 results
$19one-timeViewIncluded in Pro
Lightbridge (LTBR) Teardown Dossier
The $LTBR teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-03, refreshed after Q2 2026 results
$19one-timeViewIncluded in Pro
Marvell (MRVL) Teardown Dossier
The $MRVL teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-03, refreshed after FQ2 2027 results
$19one-timeViewIncluded in Pro
MicroStrategy (MSTR) Teardown Dossier
The $MSTR teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-05, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Micron (MU) Teardown Dossier
The $MU teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FQ4 2026 results
$19one-timeViewIncluded in Pro
Nebius (NBIS) Teardown Dossier
The $NBIS teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FY2025 annual results and the 6-K of 2026-10-22
$19one-timeViewIncluded in Pro
Nano Nuclear Energy (NNE) Teardown Dossier
The $NNE teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FQ3 2026 results
$19one-timeViewIncluded in Pro
NexGen Energy (NXE) Teardown Dossier
The $NXE teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FY2025 annual results and the 6-K of 2026-08-28
$19one-timeViewIncluded in Pro
Oklo (OKLO) Teardown Dossier
The $OKLO teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-06, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Quantum Computing (QUBT) Teardown Dossier
The $QUBT teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-03, refreshed after Q2 2026 results
$19one-timeViewIncluded in Pro
Rocket Lab USA (RKLB) Teardown Dossier
The $RKLB teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after Q2 2026 results
$19one-timeViewIncluded in Pro
NuScale Power (SMR) Teardown Dossier
The $SMR teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-05, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Seagate (STX) Teardown Dossier
The $STX teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FQ1 2027 results
$19one-timeViewIncluded in Pro
Talen Energy (TLN) Teardown Dossier
The $TLN teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-03, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Uber (UBER) Teardown Dossier
The $UBER teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-04, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Uranium Energy (UEC) Teardown Dossier
The $UEC teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after FQ4 2026 results
$19one-timeViewIncluded in Pro
Energy Fuels (UUUU) Teardown Dossier
The $UUUU teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-04, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Vicor (VICR) Teardown Dossier
The $VICR teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Vertiv (VRT) Teardown Dossier
The $VRT teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-02, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Vistra (VST) Teardown Dossier
The $VST teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-06, refreshed after Q2 2026 results
$19one-timeViewIncluded in Pro
TeraWulf (WULF) Teardown Dossier
The $WULF teardown in writing, its SEC filings in one table, peers with numbers, the live level map and every source.
As of 2026-11-06, refreshed after Q3 2026 results
$19one-timeViewIncluded in Pro
Also available
Research reports and the course, one-time purchases. Included in Pro.
Research report
The AI Supercycle Map
Twelve AI bubbles ranked by measured correlation, every pair and sub-cluster, the ETF overlap trap, and sixteen leading signals re-observed. Edition 2, data as of 2 November 2026.
Edition 2, data as of 2 November 2026
$39one-timeViewIncluded in Pro
Research report
The Neocloud Report
Five neoclouds ranked from cheapest-proven to convex tail. Edition 2, data as of 2 November 2026: latest filed quarters, the October fall, and the measured correlation between the names.
Edition 2, data as of 2 November 2026 (latest filed quarter of each company)
$29one-timeViewIncluded in Pro
Research report
The Uranium Report
The nuclear fuel chain mapped by layer, not by theme. Edition 2, data as of 2 November 2026: dated market caps, the October fall layer by layer, and the measured correlations inside the bubble.
Edition 2, data as of 2 November 2026
$29one-timeViewIncluded in Pro
The Bubble Playbook
The Pro curriculum as a one-time purchase: rotation reads on the live bubble map and the four mechanics that repeat in every cycle.
Members' formation, lifetime access
$49one-timeViewIncluded in Pro
An educational research publication, not investment advice, trade signals, a managed account, or an advisory service. Nothing in it is a recommendation to buy or sell any security. See our disclosures.