Otto Analytics
Research Library

The published notes.

Investment memoranda on the businesses building the frontier. Every card names the dated report it opens and whether access is free, member-only, or still pending approval.

Our Lens Why Frontier Infrastructure

Start with the lens. It is the view that governs every note below: what we cover, what we ignore, and why the physical buildout is the investment story of the decade.

The House View  ·  Read the memo →
Compute & Silicon
NVDA NVIDIA Corporation
Published report · July 4, 2026  ·  Members only · Preview →
MU Micron Technology, Inc.
Published report · June 28, 2026  ·  Free · Read note →
BZAI Blaize Holdings, Inc.
Published report · June 28, 2026  ·  Free · Read note →
Compute Infrastructure
NBIS Nebius Group N.V.
Published report · July 4, 2026  ·  Members only · Preview →
IREN IREN Limited
Published report · July 3, 2026  ·  Members only · Preview →
CRWV CoreWeave, Inc.
Dated report · August 12, 2026  ·  Not current · Refresh and owner approval pending
Power & Energy
BE Bloom Energy Corporation
Published report · July 12, 2026  ·  Free · Read note →
August 11 update prepared · Owner approval pending
VRT Vertiv Holdings Co
Published report · June 29, 2026  ·  Free · Read note →
Networking & Connectivity
CLS Celestica Inc.
Published report · July 11, 2026  ·  Free · Read note →
AVGO Broadcom Inc.
Published report · July 4, 2026  ·  Members only · Preview →
SITM SiTime Corporation
Published report · July 1, 2026  ·  Members only · Preview →
Space & Frontier
SPCX SpaceX · Space Exploration Technologies
Published report · July 1, 2026  ·  Members only · Preview →
PL Planet Labs PBC
Company Hub · Beta · Current approved July 1, 2026  ·  Open coverage →
Last reviewed August 11 · v2 owner approval pending
MRCY Mercury Systems, Inc.
Published report · June 28, 2026  ·  Free · Read note →

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