Our Research
Insights and analysis on the trends shaping future investment landscapes. Research as a tool for clarity, not marketing.
ÜTI Conviction — Copper: foundations of a bull cycle
Thematic view on copper's upside potential and its structural drivers.
ÜTI Conviction — Alphabet Gemini stays online
Concise review of Gemini advances and their potential impact on Alphabet.
Earning Update — Rubrik, the cyber resilience of data
Rubrik provides a unique software platform to protect enterprise data against ransomware and cyberattacks.
ÜTI Conviction — Micron - Broadcom - AMD: The "Memory Wall" Solution
The explosion of generative AI has created insatiable demand for high-performance compute chips.
ÜTI Conviction — The "Memory Wall": High Bandwidth Memory (HBM)
Why HBM is becoming a strategic bottleneck—and a key beneficiary—of the AI and data center cycle.
ÜTI Earnings Update — New financials 5.0 (MongoDB)
Earnings review and portfolio impact: usage-based cloud traction, growth dynamics and market reaction.
ÜTI Conviction — Astera Labs: Specialist in AI signal amplifiers
Deep dive: value chain, use cases, catalysts and risks around AI performance requirements.
ÜTI Conviction — Bloom Energy: An industrial response to the data center energy crisis
Power perspective: production/backup solutions, grid constraints, and implications for data center growth.
ÜTI Conviction — US Health Insurers: Towards substantial margin expansion?
Reading angles: pricing, medical cost trend, product mix, and operational levers likely to support margins.