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Pro OS Coming SoonUpdated weekly · macro awareness, not financial advice
The theses we're tracking.
Structural shifts the market is mispricing — each one scored, dated, and updated as the evidence moves.
we show our work · we keep score
POWER
AI compute demand structurally outruns power supply.
Hyperscaler capex and model scaling are colliding with multi-year grid interconnection queues. Power — not silicon — is becoming the binding constraint, and the market is still pricing the bottleneck at the chip layer.
78/100 conviction
▲ +4 strengthening
RARE EARTHS
Rare-earth concentration forces Western supply re-shoring.
Permanent-magnet supply for motors, wind and defence stays concentrated in processing, not just mining. Policy and procurement are responding, but capacity takes years and the strategic premium is widening.
62/100 conviction
▲ +3 strengthening
NUCLEAR
Nuclear re-rates as AI's base-load of last resort.
Hyperscalers are contracting directly for firm, 24/7 carbon-free power, and the only source that clears at scale is nuclear. Restarts, SMRs and long-term PPAs are moving from headline to procurement.
68/100 conviction
▲ +2 strengthening
Notifications
Get an email the moment a call moves. No noise — only when it matters.
Confidence score changes
When a thesis's conviction moves up or down.
The "why" — reasoning updates
When new evidence changes the argument behind a call.
New theses
When we open a new structural thesis.
COMING SOON
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INFLCT publishes macro awareness, not financial advice. Conviction scores reflect our own structural positioning — not price targets — and are not a recommendation to buy or sell any security. Do your own research.
INFLCT · inflct.xyz
INFLCT · inflct.xyz