Crack The Market

Articles

58

Companies covered

45

Sectors

7

Countries

16

Research Articles

Is the AI Bubble Bursting?

Oct 23, 2026

Who Controls the Head Controls the Hard Drive Duopoly

Oct 21, 2026

CoreWeave: The Equity Is What the Lenders Leave Behind

Oct 19, 2026

Marvell: The Trillion-Dollar Question

Oct 12, 2026

Ciena: Where the Whole Optical Chain Meets

Oct 9, 2026

The Diesel Export Ban Risk Nobody Priced

Sep 26, 2026

The Age of Agents: Muse Just Changed What the AI Dollar Buys

Sep 25, 2026

ams OSRAM: The Future of Light, On Borrowed Time

Sep 24, 2026

Applied Materials: The Broadest Toolbox in the AI Fab

Sep 13, 2026

Credo: When a De-Rating Is a Gift

Sep 3, 2026

Bloom Energy: The Most Valuable Megawatt Is the One That Arrives on Time

Aug 30, 2026

Nvidia Just Repriced the Entire AI Value Chain

Aug 27, 2026

Nokia: From Value Trap to AI Backbone

Aug 23, 2026

Siltronic: Every AI Chip Starts Here

Aug 17, 2026

Coherent & Lumentum: The Laser Duopoly That Rations the Supercycle

Aug 14, 2026

Aixtron: The Epitaxy Monopoly Growing AI’s Lasers and Watts

Aug 5, 2026

SK Hynix: The Flagship at Half Price

Aug 2, 2026

ASML: Five Machines, a Third Off

Jul 28, 2026

Alphabet: The Hyperscaler That Already Pays For Itself

Jul 25, 2026

ASML & TSMC: Own the Toll Booths of the AI Supercycle

Jul 17, 2026

Samsung: More Profitable Than Nvidia, at a Fifth of the Price

Jul 16, 2026

Micron: The Call Option on the Memory Singularity

Jul 1, 2026

Besi: The Packaging Monopoly at the Heart of the 3D Chip Era

Jun 22, 2026

Nvidia/Broadcom: On Sale While the Crowd Chases the Periphery

Jun 10, 2026

STMicroelectronics: Photonics, Satellites and Silicon Carbide

Jun 7, 2026

Sivers Semiconductors: A Real Theme, A Dangerous Stock

Jun 2, 2026

SpaceX: Is It Worth $1.7 Trillion?

May 27, 2026

SpaceX: Inside the Trillion-Dollar Rocket

May 25, 2026

Microsoft: The Best Company In The World Is Too Cheap

Apr 19, 2026

Nebius: The Purest Way to Play AI Compute

Mar 5, 2026

Waste Management: A Forever Stock

Feb 19, 2026

SanDisk: 17x 1 Year after Spin Off

Feb 13, 2026

TSMC: Manufacturing the World’s AI Compute

Jan 26, 2026

Danaher: A World-Class Life Science Platform at an Inflection Point

Jan 14, 2026

Salesforce: A Value Tech Christmas Gift?

Dec 21, 2025

Oracle's Q2 26 earnings: The AI Infrastructure Debate Heats Up

Dec 14, 2025

Shopify: How One Platform Took Over Modern Retail

Dec 3, 2025

Amazon & Shopify: E-commerce giants & the rise of Agentic Commerce

Nov 30, 2025

Broadcom: The $1.7tn AI underdog

Nov 14, 2025

Eli Lilly: The best pharma company in the world

Oct 25, 2025

Dassault Systemes: Why are investors overlooking this Software giant?

Oct 21, 2025

OpenAI: The center of the AI revolution

Oct 12, 2025

Oracle: The Oracle of the AI Age

Sep 27, 2025

Oracle has changed everything: AI Infrastructure is going nuclear with Inferencing (well beyond the $3-4tn TAM)

Sep 10, 2025

FICO: The Score Behind the Score

Aug 31, 2025

Cadence Design: A defensive compounder in the semi space & one of the most profitable software businesses in the world is getting better

Aug 20, 2025

Schneider Electric: The Electrification champion that keeps compounding

Aug 15, 2025

Copart: One of the best businesses on Earth is being sold off, should you jump in?

Aug 6, 2025

Croda: A covid darling with a ridiculous valuation is at an inflection point

Aug 4, 2025

Thermo Fisher: Life Science tools giant just had its clearing event and is a stealth reshoring winner

Jul 27, 2025

First Solar: The rising Sun in a new electricity supercycle

Jul 17, 2025

Zoetis: Leader in animal healthcare

Jul 2, 2025

Nvidia: The backbone of the AI world is unstoppable

Jun 17, 2025

Hubbell: Pure play on US electrification demand driven by AI and grid investment cycle

Jun 6, 2025

Novo Nordisk: The most exciting pharma company in the world is misunderstood and its growth engine is ready to roar back to life

May 12, 2025

RELX: The company to own forever – one of the very best businesses on Earth

May 3, 2025

Flex: The electronics manufacturing giant building Nvidia’s servers and enabling reshoring is becoming a better business

Apr 18, 2025

ASML: The most innovative company in the world will 2.5x its EPS by 2030

Mar 24, 2025