Articles

Micron's AI Memory Supercycle: Assessing Market Capture and Scalability

8h ago
·
Henry Rivers
Micron's AI Memory Supercycle: Assessing Market Capture and Scalability - Article cover image

Wyndham's Group Platform Upgrade: A Scalable Lever for Market Share in a $541B TAM

8h ago
·
Henry Rivers
Wyndham's Group Platform Upgrade: A Scalable Lever for Market Share in a $541B TAM - Article cover image

Assembly's European Growth Play: Assessing the Scalability of a Rebranded Agency Network

9h ago
·
Henry Rivers
Assembly's European Growth Play: Assessing the Scalability of a Rebranded Agency Network - Article cover image

Payoneer's Scalable Path to Capturing Cross-Border Payments

12h ago
·
Henry Rivers
Payoneer's Scalable Path to Capturing Cross-Border Payments - Article cover image

MARA's AI Pivot: Targeting 2.5 GW in a $934B Market

12h ago
·
Henry Rivers
MARA's AI Pivot: Targeting 2.5 GW in a $934B Market - Article cover image

Autodesk's Q4 2026: Assessing the Scalability of Cloud and AI Growth

12h ago
·
Henry Rivers
Autodesk's Q4 2026: Assessing the Scalability of Cloud and AI Growth - Article cover image

Klaviyo's Google Deal: A Scalability Play on the $100B+ AI Commerce TAM

12h ago
·
Henry Rivers
Klaviyo's Google Deal: A Scalability Play on the $100B+ AI Commerce TAM - Article cover image

Utz Brands: A Scalable Play on a $1.9B Growth Path

12h ago
·
Henry Rivers
Utz Brands: A Scalable Play on a $1.9B Growth Path - Article cover image

Natera's MRD Market Capture: Assessing Scalability and Competitive Dynamics

12h ago
·
Henry Rivers
Natera's MRD Market Capture: Assessing Scalability and Competitive Dynamics - Article cover image

ZoomInfo's AI Platform: Assessing the Scalability of Its Market Expansion Play

12h ago
·
Henry Rivers
ZoomInfo's AI Platform: Assessing the Scalability of Its Market Expansion Play - Article cover image

Intellia's Scalability: Assessing lonvo-z's Market Penetration and Financial Runway

13h ago
·
Henry Rivers
Intellia's Scalability: Assessing lonvo-z's Market Penetration and Financial Runway - Article cover image

Progyny's Growth Trajectory: Assessing Market Capture and Scalability

13h ago
·
Henry Rivers
Progyny's Growth Trajectory: Assessing Market Capture and Scalability - Article cover image

RBC's Initiation: Assessing Lilly's Path to Obesity Market Leadership

14h ago
·
Henry Rivers
RBC's Initiation: Assessing Lilly's Path to Obesity Market Leadership - Article cover image

Rocket Companies: Scaling for Market Dominance in a $2.2T Mortgage Market

15h ago
·
Henry Rivers
Rocket Companies: Scaling for Market Dominance in a $2.2T Mortgage Market - Article cover image

Netgear's Enterprise Ambition: Capturing the SMB Growth Wave

15h ago
·
Henry Rivers
Netgear's Enterprise Ambition: Capturing the SMB Growth Wave - Article cover image

PAR Technology: Evaluating the Scalability of Its AI-Driven Platform for Large Chains

15h ago
·
Henry Rivers
PAR Technology: Evaluating the Scalability of Its AI-Driven Platform for Large Chains - Article cover image

Sweetgreen's Q4 Earnings: A Growth Investor's View on Scalability and the Path to Profitability

15h ago
·
Henry Rivers
Sweetgreen's Q4 Earnings: A Growth Investor's View on Scalability and the Path to Profitability - Article cover image

Danaher's Growth Trajectory: Assessing Scalability in Life Sciences and Diagnostics

15h ago
·
Henry Rivers
Danaher's Growth Trajectory: Assessing Scalability in Life Sciences and Diagnostics - Article cover image

Apple's India Payment Push: Assessing the TAM and Monetization Model

15h ago
·
Henry Rivers
Apple's India Payment Push: Assessing the TAM and Monetization Model - Article cover image

Uber's Air Taxi Play: A First-Mover Bet on the Future of Urban Mobility

17h ago
·
Henry Rivers
Uber's Air Taxi Play: A First-Mover Bet on the Future of Urban Mobility - Article cover image

Zoom's Growth Play: Can AI and Enterprise Penetration Unlock a New TAM?

Yesterday
·
Henry Rivers
Zoom's Growth Play: Can AI and Enterprise Penetration Unlock a New TAM? - Article cover image

TSMC's $2 Trillion Valuation: Can It Scale to Capture the AI Chip TAM?

Yesterday
·
Henry Rivers
TSMC's $2 Trillion Valuation: Can It Scale to Capture the AI Chip TAM? - Article cover image

Apple's India Payments Play: A Scalable Growth Engine in the Making

Yesterday
·
Henry Rivers
Apple's India Payments Play: A Scalable Growth Engine in the Making - Article cover image

Nike's Growth Trajectory: Assessing Market Capture and Scalability

Yesterday
·
Henry Rivers
Nike's Growth Trajectory: Assessing Market Capture and Scalability - Article cover image

Top Growth Stocks for 2026: Capitalizing on AI Infrastructure and Market Leadership

Yesterday
·
Henry Rivers
Top Growth Stocks for 2026: Capitalizing on AI Infrastructure and Market Leadership - Article cover image

Alkami's Path to Market Leadership: Assessing Scalability in a $14.7B Digital Banking Market

Yesterday
·
Henry Rivers
Alkami's Path to Market Leadership: Assessing Scalability in a $14.7B Digital Banking Market - Article cover image

Array Technologies: Scaling to Capture a $23 Billion Solar Tracker Market

Yesterday
·
Henry Rivers
Array Technologies: Scaling to Capture a $23 Billion Solar Tracker Market - Article cover image

Nvidia's Rubin Launch: Assessing the Scalability of a $700 Billion AI Infrastructure Play

Yesterday
·
Henry Rivers
Nvidia's Rubin Launch: Assessing the Scalability of a $700 Billion AI Infrastructure Play - Article cover image

Baird Medical's U.S. Ablation Play: Assessing Scalability in a Growing Market

Yesterday
·
Henry Rivers
Baird Medical's U.S. Ablation Play: Assessing Scalability in a Growing Market - Article cover image

Snowflake's AI Data Cloud: Assessing Market Capture and Scalability for Growth Investors

Yesterday
·
Henry Rivers
Snowflake's AI Data Cloud: Assessing Market Capture and Scalability for Growth Investors - Article cover image