Archive - Opportunity Report

Four Plays in the Semi Supply Chain

Issue #65. April 2026

Apr 14 • Mike Kafanov

One More AI Infrastructure Play

Issue #64. April 2026

Apr 10 • Mike Kafanov

Hitting the Right Note With Music Giants

Unlocked Edition #8. April 2026

Apr 3 • Mike Kafanov

March 2026

When Shipping Gets Tight: Riding the Rate Spike

Issue #63. March 2026

Mar 31 • Mike Kafanov

Built for Chaos: Betting on Commodity Trading Houses

Unlocked Edition #7. March 2026

Mar 27 • Mike Kafanov

The Infrastructure Giant the Market Forgot to Re-Price

Issue #62. March 2026

Mar 25 • Mike Kafanov

The Case for a Lyft Rebound

Unlocked Edition #6. March 2026

Mar 13 • Mike Kafanov

Two Cool Stocks for a Hotter World

Issue #61. March 2026

Mar 10 • Mike Kafanov

Going Nuclear in Kazakhstan

Issue #60. March 2026

Mar 3 • Mike Kafanov

February 2026

5 Ways to Ride the Copper Wave

Unlocked Edition #5. February 2026

Feb 27 • Mike Kafanov

Terrifyingly Cheap Movie Stock Pick

Issue #59. February 2026

Feb 24 • Mike Kafanov

Two Software Stocks the AI Narrative Broke

Unlocked Edition #4. February 2026

Feb 20 • Mike Kafanov

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