RESEARCH

GZC Research

Original research on Technology and Energy — bottleneck analysis, sector deep-dives, and market commentary from the desk of Green Zone Capital Management. Published for the institutions, family offices, and qualified investors that GZC serves.

GZC COVERAGE

ALABInterconnect

AMDCompute Silicon

VRTPower Chain

UUUUUranium

MUMemory

MRVLCustom Silicon

BEDistributed Power

GOOGLAI Platform

PSTGStorage

ALBCritical Minerals

NBISAI Compute

ETNPower Delivery

ANETNetworking

MPRare Earth

CRWVGPU Cloud

BEPRenewable Power

ALABInterconnect

AMDCompute Silicon

VRTPower Chain

UUUUUranium

MUMemory

MRVLCustom Silicon

BEDistributed Power

GOOGLAI Platform

PSTGStorage

ALBCritical Minerals

NBISAI Compute

ETNPower Delivery

ANETNetworking

MPRare Earth

CRWVGPU Cloud

BEPRenewable Power

HOW WE RESEARCH

Research Built on the Bottleneck-to-Ticker Framework

Every research piece published by Green Zone Capital Management originates from the Bottleneck-to-Ticker (BTT) framework — our proprietary methodology for identifying physical, structural, and economic constraints in major capital cycles, then mapping those constraints to publicly traded companies positioned to benefit from forced, non-discretionary spend.

GZC research is not commentary on the news cycle. Every piece begins with a structural question, develops a position, validates that position against primary source material and market evidence, and concludes with implications for the GZC coverage universe. We publish what we believe will matter twelve to thirty-six months from now — not what is moving today.

INPUT

Primary Source Research

Earnings transcripts, capital expenditure guidance, regulatory filings, supply chain data, technical specifications, and direct industry conversations.

PROCESS

BTT Framework Validation

Bottleneck identification, ticker mapping, pricing power analysis, procurement visibility, substitution risk, and conviction sizing.

OUTPUT

Institutional-Grade Publication

Research reports, market analysis, investor letters, and company updates — written for serious capital, not retail audiences.

FEATURED · WHITE PAPER

2025–2030 Investment Thesis & Strategy

GZC's flagship framework on AI's physical infrastructure stack and the Bottleneck-to-Ticker methodology.

Download PDF ↓

RESEARCH COVERAGE

Deep Research

Six bottleneck categories. Continuous coverage. Every position backed by published research.

Compute Silicon

12 reports

GPU architectures, custom AI accelerators, and the silicon supply chain powering hyperscale compute.

Coverage Depth95%

Power Chain

14 reports

Transformers, switchgear, cooling systems, and power delivery — the infrastructure throttling data center deployment timelines.

Coverage Depth80%

Memory & Storage

5 reports

HBM, DRAM, flash storage, and the memory architecture enabling larger AI models and longer context.

Coverage Depth65%

Networking & Interconnect

5 reports

Optical transceivers, retimers, high-speed switching, and the fabric connecting AI clusters at scale.

Coverage Depth70%

Critical Minerals & Energy

8 reports

Uranium, lithium, rare earth materials, and the physical commodities underpinning the energy transition and AI power demand.

Coverage Depth55%

AI Infrastructure (General)

44 reports

Hyperscaler capex trends, AI compute platforms, cloud infrastructure, and the macro forces shaping the buildout cycle.

Coverage Depth90%

RESEARCH ARCHIVE

Green Zone Capital Archive

All GZC research — reports, market analysis, and commentary on Technology and Energy. Filter by bottleneck category below or browse the full archive.

BTT Framework·FEATURED

ANET | Arista Networks, Inc. Outlook

Arista Networks remains one of the most important names in the networking layer of the AI infrastructure buildout. AI at scale requires not only chips, but also high-performance switching, routing, and low-latency traffic management across increasingly dense data-center environments.

By Ahijah Ireland · 4 min. read · April 14, 2026

Read full report →