Apr 7, 2026
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7 min read
The U.S. grid nearly hit its all-time peak from weather alone in January 2026. Data center demand is set to more than double by 2030. Something has to give or someone has to build.
Apr 4, 2026
12 min read
This is the foundational brief for Open Market Wire Core subscribers. It explains the structural thesis behind every issue we publish. The monthly Scorecard issues apply and update this framework to current opportunities. Start here.
Investment Framework
Apr 2, 2026
5 min read
Markets don't reward growth. They reward constraint. Here's the pattern that repeats across every major opportunity.
Mar 31, 2026
4 min read
9 min read
The AI power boom created two different opportunities: one is a pricing-power machine, the other is a volume play. We show you which is which.
AI Infrastructure
Mar 30, 2026
A multi-year waitlist may be the clearest signal of where AI leverage is moving.
