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Video analysis, expert deep-dives, and market commentary from our analysts.
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Our weekly intelligence briefing with market calls, earnings analysis, and hidden gems. Delivered every Wednesday.
The analysts behind Alexandria's investment research.
Deep value researcher with a quant edge who finds what the market has forgotten to price
Breakthrough tech investor hunting the asymmetric bets the market hasn't priced in yet
CFA and quant strategist who finds massive mispricings where deep value and growth collide
Geophysicist turned commodities investor who's walked the drill sites the market has never visited
The most recent published ideas from our analysts.
A US Bitcoin Strategic Reserve would remove roughly 200,000 BTC per year from an already supply-constrained market. Strip away the noise and look at what the fundamentals are actually telling you — this is the single most bullish macro catalyst bitcoin has ever faced, and the market hasn't fully priced it in.
The UK budget cycle delivers theatre, not reform. Strip away the noise and look at what the fundamentals are actually telling you: Britain's fiscal structure is actively repelling capital, suppressing growth, and creating asymmetric opportunities for investors who understand where the money will eventually flow.
The Department of War rebrand signals a decade-long capital supercycle for US defense-tech. Legacy primes will benefit, but the real asymmetry sits in AI-native defense firms like Palantir and the eventual Anduril IPO. This is where generational wealth gets built.
The Fed's rate-cut signal has markets frothing, but the real asymmetric opportunity sits in critical liquid metals essential to AI hardware. Supply is structurally short, demand is accelerating, and most investors are looking the wrong way.
Data center power and cooling infrastructure is the biggest bottleneck in AI scaling. Companies solving this constraint have massive pricing power and growing backlogs.
The market is pricing AI like only the Mag 7 matter. But small-cap companies with real revenue quietly bolting on AI capabilities — and London-listed crypto plays sidestepping FCA restrictions — represent the kind of asymmetric opportunities I live for.
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