Public Equities Kura Oncology ($KURA): The Launch Is Working—So Far. The Frontline Bet Is Not Yet Proven. Kura Oncology’s KOMZIFTI launch is gaining traction, but most of the upside depends on unproven frontline AML data. SoR examines the evidence, valuation, risks, catalysts, and falsifiers.
Investment Briefs Fervo Energy ($FRVO) & Ormat Technologies ($ORA): Who Gets Paid for Geothermal Growth? Fervo and Ormat offer different routes to geothermal growth. We compare cash returns, financing needs and valuations to assess the opportunity for shareholders.
Investment Briefs AerCap Holdings ($AER): Getting Paid for the Aircraft Shortage Aircraft shortages have strengthened AerCap’s lease economics and asset values. The question is whether those returns can endure once supply normalizes.
Full Underwriting CEVA, Inc. ($CEVA): The Edge-AI Toll Booth Is Real. The Royalty Ramp Isn’t—Yet. CEVA has a credible edge-AI and connectivity IP toll booth, but the investment case depends on whether today’s design wins convert into durable production royalties.
Full Underwriting Featured Adeia Inc. (ADEA): The Hidden Tollbooth Beneath AI Chips Hybrid bonding may become critical infrastructure for advanced AI hardware. The bigger opportunity could be the contracts that were priced before it mattered.
