Alphaneo
DEFINE YOUR MANDATE →
Observing
Distributed energy · Evaluation published · New compute and industrial load needs power on a timeline the transmiss… · Published blind evaluationNuclear energy · Evaluation published · Spent nuclear fuel is treated as a storage cost. The question is whethe… · Published blind evaluationClimate hardware · Evaluation published · Cooling demand is rising faster than the grid can serve it. The interes… · Published blind evaluationBoston Metal · Research review · Research revision 1 · Published Alphaneo researchGroq, Inc. · Research review · Research revision 1 · Published Alphaneo researchRedwood Materials, Inc. · Research review · Research revision 1 · Published Alphaneo researchSpan Inc. · Research review · Research revision 1 · Published Alphaneo researchTS Conductor Corp. · Research review · Research revision 1 · Published Alphaneo researchAyar Labs, Inc. · Research review · Research revision 1 · Published Alphaneo researchAnduril Industries, Inc. · Research review · Research revision 1 · Published Alphaneo researchLambda, Inc. · Research review · Research revision 1 · Published Alphaneo researchHadrian Automation, Inc. · Research review · Research revision 1 · Published Alphaneo researchCrusoe Energy Systems Inc. · Research review · Research revision 1 · Published Alphaneo researchCrusoe Energy Systems Inc. · Source evidence · Crusoe raised over $3 billion in a Series F round valuing the company a… · BloombergCrusoe Energy Systems Inc. · Financing closed · Series F · BloombergLambda, Inc. · Source evidence · Lambda is in talks to raise as much as $3 billion in a pre-IPO round at… · BloombergHadrian Automation, Inc. · Source evidence · Hadrian raised $1.37B in Series D equity, announced August 6, 2026, at… · PR NewswireHadrian Automation, Inc. · Financing closed · Series D · PR NewswireAnduril Industries, Inc. · Source evidence · Anduril's CEO said in July 2026 the company is delaying IPO plans, call… · Yahoo FinanceHadrian Automation, Inc. · Source evidence · Bloomberg reported in June 2026 that Hadrian was discussing a new round… · PYMNTS.comBoston Metal · Source evidence · Independent analysis argues Boston Metal's near-term commercial evidenc… · CleanTechnicaAnduril Industries, Inc. · Source evidence · Anduril won the U.S. Air Force's Collaborative Combat Aircraft producti… · Frag Out! MagazineCrusoe Energy Systems Inc. · Source evidence · Crusoe was pushed out of the 1.8GW Project Jade Wyoming data center cam… · BloombergBoston Metal · Source evidence · Boston Metal raised $75M in May 2026 from existing investors and new in… · Boston Metal
Coverage · maintained continuouslyLast change

Coverage

Company intelligence, meaningful changes and the evidence behind our view. Select a company to explore its research. Coverage does not establish investment availability.

10 companies · 0 published inflection points
10 under House View

Company coverage 10 companies · 0 published inflections
10 of 10

Shape the research

What should we explore next?

Share your investment focus. Your mandate can guide research into the companies, sectors and markets that matter to you.

Define your mandate →Explore evaluations

About CoverageMaintained, sourced company research. Inclusion does not imply investment availability.