Qapital Research

Cockpit

Dashboard

Six verticals, one worldview. Each tile is a live read on the thesis — companies in coverage, current smart-money activity, where the perception gap is opening or closing.

6

Verticals

17

Companies covered

0

Trail signals 90d

0

Attractive / Favourable

Defense

Innovation at the edge of national-security policy — where capital, code, and kinetics converge.

3

Covered

0

Trail 90d

—

Avg gap

Sub-themes

HypersonicsCounter-drone & C-UASUnmanned systems+3
Open cockpit →

Energy

Draft

Reliable baseload, the nuclear renaissance, and the grid-build of the AI era.

3

Covered

0

Trail 90d

—

Avg gap

Sub-themes

SMR (Small Modular Reactors)Uranium fuel cycleNuclear baseload utilities+1
Open cockpit →

AI

Draft

From compute to inference to deployment — where the durable moats are forming.

2

Covered

0

Trail 90d

—

Avg gap

Sub-themes

EUV / lithographyLeading-edge foundryGPU / accelerators+2
Open cockpit →

Biotech

Draft

GLP-1 economics, gene editing maturing, AI-bio entering the data flywheel.

3

Covered

0

Trail 90d

—

Avg gap

Sub-themes

GLP-1 / obesityGene editingAI drug discovery+1
Open cockpit →

Fintech

Draft

Payment rails, stablecoin disintermediation, and neobanks getting to durable economics.

3

Covered

0

Trail 90d

—

Avg gap

Sub-themes

Payment railsStablecoins / crypto railsNeobanks+1
Open cockpit →

SpaceTech

Draft

Launch economics inverting, the lunar economy beginning, direct-to-cell rewriting connectivity.

3

Covered

0

Trail 90d

—

Avg gap

Sub-themes

Launch servicesDirect-to-cellLunar economy+1
Open cockpit →

Click a vertical to read the thesis. The cockpit is where the worldview lives.

Full trail →All coverage →Methodology →