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All Reports

All Reports:

Software ex Hyperscalers Fair Value

Dennis DeBusschere July 21, 2026 8:36 AM

22V Afternoon Shoot Around: Banks, AI Buildout & Productivity, US Bancorp

Dennis DeBusschere July 20, 2026 4:05 PM

Kimi K3 and QE for the Mind: Jevons Paradox Comes to Intelligence

Jordi Visser July 20, 2026 1:26 PM

Quick comment on recent Fed study of AI buildout

Gerard MacDonell July 20, 2026 11:25 AM

Bank Earnings & the Longer Term AI Buildout + Plays Into This Week’s EPS Reports

Dennis DeBusschere July 20, 2026 8:02 AM

US Bancorp: The re-rate continues – Raising Target to $70 and reiterate Sector Outperform

Bill Hebel July 19, 2026 11:07 PM

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