thesis

Circle is a tech company that would become, if my thesis plays out, a systemically important financial institution — whether they want to or not.

The thesis is brutally simple: These companies boast loyal users, documented time- and cost-savings tools, and deep integration that customers keep paying for regardless of headline volatility.

With the miner’s open pit scheduled to run out by the end of December, “the investment thesis now centers around the underground ramp up,” say the analysts.

But investors are willing to bid up individual energy players linked to AI—the thesis behind Barron’s recent bullish takes on Quanta Services and Expand Energy.

I get your thesis about China building while America argues.