Crack The Market

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ASM International: A Pure-Play on Semiconductor Physics
The Fastest Growing Semicap: Semiconductors are going 3D, a more than Moore play: The biggest beneficiary of genereational innovations in the…
 • Ozeco
SanDisk: 17x 1 Year after Spin Off
Perfect storm between AI demand and under capacity has fuelled the memory rocket, we are in a full blown NAND supercycle
 • Ozeco
The Crack The Market Signal #5
Week of February 9, 2026: Capex Explosion, Software Capitulation, and the Return of Physical Constraints
 • Ozeco
Semiconductor Equipment Primer: $1.3 Trillion of Market Cap Monopoly and One Problem Nobody Wants to Talk About
The most comprehensive guide to the $120bn semicap sector: what chips are, how they’re made, the WFE picks and shovels, China’s challenge, and how to…
 • Ozeco and Strategist
Software Armageddon: AI Fears, Capitulation + 10 Names to Play a Potential Rally
The Software space has seen its worst performance ever with sentiment at rock bottom and investors globally capitulating, what is happening, will AI…
 • Ozeco
The Crack The Market Signal #4
Week of February 2, 2026: ASML Blowout Quarter, Software is Capitulating, and GEV Flexing its Pricing Power
 • Ozeco
GE Vernova: Let There Be Power
A gas turbine and grid pure play riding a multi year profit and FCF supercycle on the back of generational load growth, reshoring, AI and…
 • Ozeco
Crack The Market
Crack The Market
Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.
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