RESEARCH

Research. Analysis. Perspective.

Original research on Technology and Commodities themes, investor letters, and market commentary from the GZC investment team.

Applied Digital and the AI Data Center Land Grab

Research Reports·March 20, 2026

Applied Digital and the AI Data Center Land Grab

Nebius Group: Europe's AI Infrastructure Underdog

Research Reports·March 15, 2026

Nebius Group: Europe's AI Infrastructure Underdog

Uranium's Structural Renaissance: Why UUUU Is in the Zone

Market Analysis·March 10, 2026

Uranium's Structural Renaissance: Why UUUU Is in the Zone

AI Capex Visibility: Reading the Hyperscaler Signals

Market Analysis·March 5, 2026

AI Capex Visibility: Reading the Hyperscaler Signals

Diamondback Energy: The Permian's Most Disciplined Operator

Market Analysis·March 3, 2026

Diamondback Energy: The Permian's Most Disciplined Operator

Copper, Silver, and the Metals the AI Era Cannot Build Without

Research Reports·February 25, 2026

Copper, Silver, and the Metals the AI Era Cannot Build Without

Brookfield Renewable: The Clean Power Backbone for AI Infrastructure

Market Analysis·February 20, 2026

Brookfield Renewable: The Clean Power Backbone for AI Infrastructure

ALAB and the Optical Interconnect Thesis: 12 Months Later

Research Reports·February 18, 2026

ALAB and the Optical Interconnect Thesis: 12 Months Later

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