Archive - M3I Research

The Next Trillion-Dollar Company? Inside Marvell's Quiet AI Infrastructure Takeover

M3I Research — June 4, 2026

7 hrs ago • Grish Ram

May 2026

SpaceX: The $2T Rocketship IPO

Deep dive on the world's largest upcoming IPO

May 29 • Grish Ram

18:23

The $2 Trillion Rocket Ship

SpaceX, Orbital Data Centers, and Whether AI’s Next Frontier Is Powered From Space

May 26 • Grish Ram

Why our turbulence model and the VIX are telling two different stories — and what it might mean.

May 19 • Grish Ram

Will Inflation and High Rates Derail AI Capex Spend?

The $725 Billion Question Nobody's Asking Loud Enough.

May 15 • Grish Ram

Why Bitcoin and the Dollar Might Both Win

May 11 • Grish Ram

17:21

How scarcity, inflation, and the stablecoin paradox are reshaping the monetary order.

May 11 • Grish Ram

How high is too high? Evaluating parabolic AI stocks

Evaluating parabolic AI stocks.

May 4 • Grish Ram

17:31

How High Is Too High?

Two time-tested frameworks from Peter Lynch and Stanley Druckenmiller — applied to four AI stocks at the center of the infrastructure build.

May 4 • Grish Ram

April 2026

Beyond the Bubble: Why This Is Not the Dotcom Crash

Is this 1999 all over again?

Apr 29 • Grish Ram

20:41

The Grid Can't Keep Up. GE Vernova Just Proved It.

Why AI's real bottleneck isn't chips — it's watts.

Apr 28 • Grish Ram

The Rise of Agentic AI - a Deep Dive

Falling per-token costs aren't reducing AI infrastructure spend — they're accelerating it.

Apr 24 • Grish Ram

20:14

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