The research, compressed to slides.

Every deck is a full Stockdrifts thesis rendered as an animated briefing — the mechanism, the numbers, the honest scoreboard. Scroll or use ← → inside a deck; F for fullscreen.

Apr 2026 · Scored Jul 2 · Ranked Picks

Three Tickets to the 800V Build-Out

IPWR / WOLF / MX — the April call, the scorecard nobody posts (one +159%, one round trip), and what still makes sense at July prices.

IPWR · WOLF · MX12 SLIDESVERY RISKY

OPEN DECK →

Jun 2026 · Architecture Thesis

High Voltage Is the New Oil

Why 1MW racks force the 800-volt rebuild of datacenter power — the copper physics, the deleted conversion stages, and who gets paid.

800V DC12 SLIDESNVIDIA WHITEPAPER

OPEN DECK →

Jun 2026 · Software Moats

Clearinghouses Will Win the Agents Era

When agents do the work, the moat moves to whoever clears the transaction — the toll-booth map, $NOW mispriced, $SAIL's overhang.

NOW · SAIL12 SLIDESAGENT ERA

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Hitesh

blog.stockdrifts.io

NOT INVESTMENT ADVICE · AUTHOR OWNS POSITIONS · VERY RISKY