# inflection point (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover inflection point. Page: Feed: --- ## [Boston Scientific (BSX): New Position](https://read.aurelionresearch.com/p/boston-scientific-bsx-new-position) _2026-08-19 · Aurelion Research · Aurelion Research_ Company meeting and why we're buying the drawdown ## [New Position: Long-Term Compounder in Surgical Robotics](https://read.aurelionresearch.com/p/new-position-long-term-compounder) _2026-08-12 · Aurelion Research · Aurelion Research_ Cheap valuation and best-in-class margins ## [New Position: A High-Conviction Bet on Copper](https://read.aurelionresearch.com/p/new-position-a-high-conviction-bet) _2026-08-10 · Aurelion Research · Aurelion Research_ An undervalued copper producer at an inflection point ## [India Primer: The World's Next Growth Story](https://read.aurelionresearch.com/p/india-primer-the-worlds-next-growth) _2026-08-06 · Aurelion Research · Aurelion Research_ A closer look at India's economy and long-term potential. ## [New Position: Our Favorite LATAM Bank](https://read.aurelionresearch.com/p/new-position-our-favorite-latam-bank) _2026-07-30 · Aurelion Research · Aurelion Research_ A scalable digital banking platform at an attractive inflection point ## [Multiverse Computing shows the Quantum and AI Model Efficiency Connection](https://www.thequantumfoundry.com/p/multiverse-computing-shows-the-quantum-llm-hybrid-enterise-ai-value) _2026-07-29 · Michael Spencer · The Quantum Foundry_ Could Quantums software help make AI models more energy efficient? ## [Portfolio Review](https://read.aurelionresearch.com/p/portfolio-review) _2026-07-28 · Aurelion Research · Aurelion Research_ A look at every holding amid Q2 earnings season and Fed uncertainty, plus our current shortlist ## [Taiyi Quantum Comes out of Stealth](https://www.thequantumfoundry.com/p/taiyi-quantum-comes-out-of-a-stealth) _2026-07-25 · Michael Spencer · The Quantum Foundry_ Led by an ex Microsoft Quantum employee with significant early funding. ## [Commodity Memo: Navigating the Mining Cycle](https://read.aurelionresearch.com/p/commodity-memo-navigating-the-mining) _2026-07-23 · Aurelion Research · Aurelion Research_ Exploring the key trends driving gold, silver, and copper prices, from monetary uncertainty to AI infrastructure demand. ## [New Position: High Growth Industrial Compounder](https://read.aurelionresearch.com/p/new-position-high-growth-industrial) _2026-07-21 · Aurelion Research · Aurelion Research_ Deep-dive into an emerging compounder ## [Auto-trade Cross-Exchange Gaps (Sponsored)](https://crawlproof.com/a/FSiBlZcGIdGj) _2026-07-21 · **Sponsored**_ Find cross-exchange spreads, backtest strategies, and execute automatically with risk controls. ## [Thoughts on Markets, July 2026](https://read.aurelionresearch.com/p/thoughts-on-markets-july-2026) _2026-07-20 · Aurelion Research · Aurelion Research_ AI's price is collapsing. Meta is selling spare compute, China gave away a frontier model Kimi, and chip stocks fell 18%. Five takeaways for investors. ## [Latin America: Go Big or Go Home](https://read.aurelionresearch.com/p/latin-america-go-big-or-go-home) _2026-07-17 · Aurelion Research · Aurelion Research_ Positioning into the next global capital rotation ## [The Reverse Carry Trade That Broke 2008](https://leadlagreport.substack.com/p/the-reverse-carry-trade-that-broke) _2026-07-16 · Michael A. Gayed, CFA · The Lead-Lag Report_ How the Unwinding of a Trillion-Dollar Yen Position Turned a Subprime Loss Into a Global Crash ## [The Pipes That Power AI, Repriced: A Renamed, Restructured Bet on Energy Infrastructure](https://leadlagreport.substack.com/p/the-pipes-that-power-ai-repriced) _2026-07-16 · The Lead-Lag Report_ Kayne Anderson's flagship midstream fund has been rebranded, switched to a monthly and 20% higher distribution, and rallied 39% this year, yet the discount to NAV has widened rather than closed. ## [TODAY - The Factor Investing Lie: Why Most Smart Beta Strategies Leak Risk](https://leadlagreport.substack.com/p/today-the-factor-investing-lie-why) _2026-07-16 · Michael A. Gayed, CFA · The Lead-Lag Report_ CE Credit Webinar Tomorrow ## [The Factor Investing Lie: Why Most Smart Beta Strategies Leak Risk — Live With Jason Hsu, July 16](https://leadlagreport.substack.com/p/the-factor-investing-lie-why-most) _2026-07-15 · Michael A. Gayed, CFA · The Lead-Lag Report_ CE Credit Webinar Tomorrow ## [The Contradiction: Cool CPI, Hot Oil, Korean Bear](https://leadlagreport.substack.com/p/the-contradiction-cool-cpi-hot-oil) _2026-07-15 · Michael A. Gayed, CFA · The Lead-Lag Report_ A cool June CPI told the Fed to stand down the same week an Iran blockade, a Korean bear, and IBM's worst day ever said otherwise. ## [The Rotation Confirmed: Defensive Names Reclaim Leadership, EEM/XLK/Gold Unwind, Risk-Off Signal Accelerates](https://leadlagreport.substack.com/p/the-rotation-confirmed-defensive) _2026-07-15 · Michael A. Gayed, CFA · The Lead-Lag Report_ XLU +2.60% 4W ROC (Risk-Off Week 3); XLF +1.0σ Notable; EEM/XLK Flip to Laggard; JNK/GOVT +0.69% Confirms Credit Stable ## [The Inflection Point Nobody Wants to Call](https://leadlagreport.substack.com/p/the-inflection-point-nobody-wants) _2026-07-14 · Michael A. Gayed, CFA · The Lead-Lag Report_ Signals are split evenly between offense and defense, pointing to a market at an inflection point. ## [The Memory Behind the AI Trade: SK Hynix Comes to Nasdaq](https://leadlagreport.substack.com/p/the-memory-behind-the-ai-trade-sk) _2026-07-14 · Michael A. Gayed, CFA · The Lead-Lag Report_ What the dominant HBM supplier's Nasdaq debut means — and the new 2x daily long/short ETFs (SKUU, SKDD) that trade around it starting today. ## [Finnish Seedboxes — Up to 20Gbps (Sponsored)](https://crawlproof.com/a/y9HItJoPUgdo) _2026-07-14 · **Sponsored**_ Private Finnish seedboxes with 1–20Gbps speeds, RAID storage and 14‑day refund ## [Iran Struck. Oil Spiked. Vol Refused to Panic.](https://leadlagreport.substack.com/p/iran-struck-oil-spiked-vol-refused) _2026-07-13 · The Lead-Lag Report_ Is the vol-selling machine still bigger than the geopolitical shock function? ## [The Fear Gauge Reset — But the Composition Did Not (ATACX)](https://leadlagreport.substack.com/p/the-fear-gauge-reset-but-the-composition) _2026-07-13 · Michael A. Gayed, CFA · The Lead-Lag Report_ The headline says calm. The composition says otherwise. ## [Oratomic's Remarkable $300 Million Series A](https://www.thequantumfoundry.com/p/oratomics-remarkable-300-million) _2026-07-09 · Michael Spencer · The Quantum Foundry_ A new era of Quantum startups is starting in 2026. ## [What do Trump's Quantum Executive Orders even mean?](https://www.thequantumfoundry.com/p/what-do-trumps-quantum-executive) _2026-06-24 · Michael Spencer · The Quantum Foundry_ Are there behind the scenes deals going on? Nothing is what it seems with this Administration. ## [Quantum's Inflection Point of 2026 happens this Week](https://www.thequantumfoundry.com/p/quantums-inflection-point-of-2026-quantinuum-ipo-ibm-anderson) _2026-06-01 · Michael Spencer · The Quantum Foundry_ On Thursday of this week Quantinuum, that will be ticker $QNT begins to trade as a public company. ## [Nvidia Ising and DARPA's Heterogeneous Architectures for Quantum Program](https://www.thequantumfoundry.com/p/nvidia-ising-and-darpas-heterogeneous) _2026-04-16 · Michael Spencer · The Quantum Foundry_ An OS control layer and a unified-architecture? We can dream. The Quantum winter continues as meme stocks do their thing. ## [A Quantum Apocalypse is coming for the Internet](https://www.thequantumfoundry.com/p/a-quantum-apocalypse-is-coming-for-internet-2029) _2026-04-02 · Michael Spencer · The Quantum Foundry_ Post-quantum cryptography (PQC) may be closer than we thought. ## [Google Including Neutral Atom Qubit Approach](https://www.thequantumfoundry.com/p/google-including-neutral-atom-qubit) _2026-03-26 · Michael Spencer · The Quantum Foundry_ BigTech is charting their Quantum computing future more clearly in 2026. Many roadmaps point to 2030 as key year. However this full-stack dual qubit modality approach is promising. ## [The Virginia Referendum Is a Special Situation](https://tanveer.substack.com/p/the-virginia-referendum-is-a-special) _2026-03-24 · Tanveer I. Kathawalla · The Special Situations Compass_ Reprinted from the Richmond Times-Dispatch op-ed: When incentives break, systems follow. This is one of those moments. ## [Europe's IQM to go Public via SPAC](https://www.thequantumfoundry.com/p/europes-iqm-to-go-public-via-spac) _2026-02-23 · Michael Spencer · The Quantum Foundry_ The next wave of Quantum SPACs are coming. ## [8.1% APY Plus Free Stock (Sponsored)](https://crawlproof.com/a/TumP2OY1C4VC) _2026-02-23 · **Sponsored**_ Claim 8.1% APY and up to $1,030 in SK hynix and Nvidia stock. ## [The Promise of Nu Quantum: Entanglement Fabric](https://www.thequantumfoundry.com/p/the-promise-of-nu-quantum-entanglement) _2025-12-29 · Michael Spencer · The Quantum Foundry_ a Series A dropped in December worth watching. ## [Scaling the Arsenal of America](https://tanveer.substack.com/p/scaling-the-arsenal-of-america) _2025-06-13 · Tanveer I. Kathawalla · The Special Situations Compass_ Capital Solutions to Scale Next-Generation National Security Capabilities ## [Regulatory Capture Is Holding America Back. It’s Time for Congress to Lead.](https://tanveer.substack.com/p/regulatory-capture-is-holding-america) _2025-05-12 · Tanveer I. Kathawalla · The Special Situations Compass_ Regulatory capture isn’t just a problem for startups it’s a system that traps both big and small companies alike. ## [Capital Under Constraint: How Venture Debt is Powering Inflection Points](https://tanveer.substack.com/p/capital-under-constraint-how-venture) _2025-04-17 · Tanveer I. Kathawalla · The Special Situations Compass_ With tighter equity, rising dry powder, and maturing private credit, venture debt is no longer a fallback it’s a strategic lever for founders, GPs, and LPs at key inflection points. ## [Our high-skilled immigration needs to reinforce Americanization](https://tanveer.substack.com/p/our-high-skilled-immigration-needs) _2025-04-11 · Tanveer I. Kathawalla · The Special Situations Compass_ Originally published in The Dallas Morning News on April 10, 2025. ## [Scaling Through Special Situations: Why Early-Stage M&A Makes Sense in 2025](https://tanveer.substack.com/p/scaling-through-special-situations) _2025-03-27 · Tanveer I. Kathawalla · The Special Situations Compass_ How founders and venture-backed companies are using smart acquisitions to create leverage in a tight market. ## [It’s a Time to Buy & Build for The National Interest](https://tanveer.substack.com/p/its-a-time-to-buy-and-build-for-the) _2025-03-06 · Tanveer I. Kathawalla · The Special Situations Compass_ Published on Breaking Defense to use M&A to accelerate cutting edge innovation