Crack The Market

Crack The Market

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Crypto for Stock Investors
A comprehensive deep dive into the real building blocks of the blockchain market
 • Ozeco and FundamentalX Crypto Investing
Help Shape the Next Chapter of Crack The Market
This will genuinely shape your newsletter and help me bring you more value
 • Ozeco
Shopify: How One Platform Took Over Modern Retail
The e-commerce operating system is an unrelenting compounder growing at 20-30% CAGR with a very long runway in a massive and under-penetrated e-commerce…
 • Ozeco
Amazon & Shopify: E-commerce giants & the rise of Agentic Commerce
Two technology giants, Amazon & Shopify, are surfing the rapidly changing commerce landscape, driving incredible growth and value creation
 • Ozeco and Ray Myers
Q3 25 earnings summary: Update on every company & trend and what to buy
Your one-stop shop to navigating structural trends, building conviction, and investing like a professional in the next era of opportunity
 • Ozeco
Age of Inference: ASICs vs GPUs and the Trillion $ Compute War to Make AI Profitable
The Age of Inference means a race to challenge Nvidia, make AI profitable and an innovation war between GPUs (Nvidia) and ASICs (Broadcom) for the $1tn…
 • Ozeco and Raghav Mehra
Siemens Energy: All gas (& electricity), no brakes
A €100bn power and grid equipment superpower (15% of global power generated with its equipment) at an inflection point, a huge beneficiary of the AI…
 • Ozeco
Crack The Market
Crack The Market
Institutional level research helping you own equities you understand and learn about trends and companies that will underpin the growth and value creation of the next decades.
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