AI Trade Intelligence

One verified research stream feeding the daily briefing, catalyst radar and TheBRRR newsletter.

Research runs

24H

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Rolling aggregator

What changed in the last 24 hours

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Persistent research memory

Cross-asset regime shifts, central banks, fiscal policy, trade and geopolitical transmission.

Accelerators, memory, networking, cloud capex, financing, utilization and supply-chain receipts.

Model capability, pricing, agents, enterprise adoption and software moat disruption.

The physical bottlenecks that determine how quickly AI capacity reaches production.

Validated edge from technical papers, specialist research, foreign sources, filings and overlooked companies.

Permitting, utility politics, labor, copyright, cultural opposition and binding AI regulation.