The BearBull Brief
The Silicon-to-Software Shift: Bridging the AI Valuation Gap (2026-2030)A technical analysis of the $2.9 trillion capex wall and the structural rotation from hardware 'Enablers' to software 'Industrializers', and why the market is mispricing the terminal value of AGI.AI IPO Race 2026: Anthropic, OpenAI & xAI - Who Goes Public First?$3.1 trillion in combined market cap. Anthropic at $380B, OpenAI targeting $1T, SpaceX-xAI merging at $1.25T. Valuations, revenue, risks, and what it means for investors.The AGI Industrial Dependency Chain: From Shale Fields to SuperintelligenceThe 9-layer industrial stack behind AGI: 134 GW of power, $20B chip fabs, $650B+ annual capex. A layer-by-layer breakdown of who wins and what breaks.Research With Claude AIA dual-track guide to AI-powered stock research - works with Claude.ai, Claude Code, or both. 9-step analysis framework, Obsidian integration, and a system that compounds conviction over time.