hub Spectacle Capital
Dashboard Research Debt Tracker About

Interactive Research

Deep-dive reports on the collision of technology, finance, and geopolitics. Interactive scrollytelling designed for the next generation of analysts.

warning
High Stakes

The Apple China Ban

What happens if China bans the iPhone? Analyzing the $800B valuation risk, the "Samsung Lesson," and the 5 Million job shield.

Start Reading arrow_forward
public
Space-Tech

Data Centers in Space

Analysis of Google's Project Suncatcher. Can we solve the AI energy crisis by moving compute to Earth's orbit?

Start Reading arrow_forward
grid_view
AI Capex

The Hyperscaler Gamble

Analyzing the financial "moats" of the Mag 4 against the 2026 AI Capex Wall. Who survives the infrastructure trap?

Start Reading arrow_forward
electric_car
Automotive

The Tesla Divergence

Examining the delta between ARK's 10M unit promise and 2025 reality. A visual dive into the AI pivot.

Start Reading arrow_forward
hub Spectacle Capital

© 2026 Spectacle Capital. All rights reserved.