Home · Topics

AI infrastructure

The power, data-center and cloud names behind the AI build-out.

• MUinside its entry zoneOct 27, 2026
• SKHY1.6% above its entry zone ahead of earningsOct 26, 2026
• BE0.8% above its entry zone ahead of earningsOct 21, 2026
• IRENinside its entry zoneOct 14, 2026
• Deep dive IREN: JP Morgan Turned Bullish. The Stock Fell 25%.I’m going to try something new: one report a week on whatever is on my radar.Oct 14, 2026
• Deep dive Oracle: Mid-Term Buy or Value TrapI did this Oracle analysis about a month ago and, honestly, never got around to publishing it.Feb 3, 2026

Mono Take issues open on Substack; Watchlist Notes stay on this site.