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Electricity is the new oil: Load growth and grid investment supercycle
 • Ozeco and Felix
Semiconductors: The most important sector in the world
 • Ozeco and Strategist
Healthcare: The turning point is now
 • Ozeco
OpenAI: The center of the AI revolution
 • Ozeco
Broadcom: The $1.7tn AI underdog
 • Ozeco
AI Investment Supercycle: How to Invest in the $3-4tn Race
 • Ozeco
Christmas Special: 3 Themes & 10 Stocks in a deep drawdown
Happy Christmas to you and your family!
 • Ozeco
Salesforce: A Value Tech Christmas Gift?
Welcome to the 49th investment case, 39th resilience and 23rd AI & data center idea on Crack the Market (and the most comprehensive Salesforce…
 • Ozeco
Trex: What happened to this Building Products darling?
A structural grower is in a cyclical decline and has lost 30pts of multiple. What happened and is it time to jump in?
 • Ozeco
Last Minute Christmas Gift Idea
Don’t just give a gift, give investment knowledge that lasts a lifetime
 • Ozeco
Oracle's Q2 26 earnings: The AI Infrastructure Debate Heats Up
Build it and they will come? The market is fleeing the stock, but what did we learn during its Q2 26 earnings?
 • Ozeco
Software and AI: Why the Next Tech Supercycle Begins With Data
Is Software an AI loser? After a massive underperformance, understand the disruption debate and why those that store, process and control the data are…
 • Ozeco and Sergey
Crypto for Stock Investors
A comprehensive deep dive into the real building blocks of the blockchain market
 • Ozeco and FundamentalX Crypto Investing
Crack The Market
Crack The Market
Institutional level research helping you own equities you understand and learn about trends and companies that will underpin the growth and value creation of the next decades.
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