Axum Holdings Inc.

05/06/2026

AI Adoption's Hidden Winners: Mid-Cap Operators Capturing Margin Leverage in 2026

Full analysis from Axum Holdings.

We break down how mid-cap operators like IDT, Domo, Vertiv, and Western Digital are capturing AI margin leverage as hyperscaler capex hits $700B in 2026. ...

05/05/2026

What if geopolitical shocks no longer drive capital out of emerging markets the way they used to?

Despite the Iran war escalation, EM portfolio flows normalized to $22B in February 2026 — with debt anchoring ex-China allocations, BRICS central banks accumulating gold, and sovereign wealth funds quietly rotating toward a multipolar framework.

We map where global capital is actually flowing in 2026 and what it means for investors:

05/05/2026

The Multipolar Money Map: Where Global Capital Flows in 2026

Full analysis from Axum Holdings.

We break down EM portfolio flows, BRICS central bank gold accumulation, and sovereign wealth fund pivots reshaping global capital allocation in 2026. ...

05/05/2026

What if the best AI investments in 2026 aren't the obvious ones?

While the headlines focus on mega-cap AI spending, mid-cap operators like IDT and Domo are quietly expanding margins through smart AI integration — and benefiting from the same data center demand wave powering the giants.

We break down which mid-caps are positioned to capture real operating leverage, and why this could be where the next leg of AI alpha lives.

Read the full analysis:

04/30/2026

The AI Infrastructure Value Chain: $7 Trillion Race from Chips to Cloud to Edge

Full analysis from Axum Holdings.

The $7 Trillion AI Buildout Nobody Priced In

04/29/2026

What if the biggest constraint on AI isn't chips — but electricity?

AI infrastructure spending is on track to hit $6.7 trillion through 2030, with semiconductors alone reaching $950B in 2025. But hyperscaler capex (projected at $527B in 2026) is running into hard limits: power grids, supply chains, and packaging capacity.

We break down the full value chain — chips, cloud, and edge — and where the smart capital is moving next.

Read the full report:

AI infrastructure demands $6.7T through 2030, with semiconductors hitting $950B in 2025 amid power and supply bottlenecks constraining hyperscaler capex to $527B in 2026E/F.

04/28/2026

Intel's Contrarian Comeback: The $200B AI Infrastructure Play Nobody Sees

Full analysis from Axum Holdings.

Intel's $200B AI Infrastructure Play Nobody Sees

04/28/2026

Memory Chips: The $551B AI Infrastructure Play Wall Street Is Missing

Full analysis from Axum Holdings.

Memory Chips: The $551B AI Play Wall Street Is Missing

04/27/2026

Is Intel making the biggest comeback story in tech right now? While everyone's focused on GPU stocks, Intel's Data Center AI revenue just surged 22% to $5.1B — and the market isn't paying attention. As AI shifts from training to inference, CPUs are becoming critical infrastructure. We dive deep into why Intel might be the most undervalued play in the $200B AI buildout. Read our full analysis:

04/23/2026

Think NVIDIA is the only way to play the AI boom? Think again. AI companies have quietly cornered 70% of global memory production, sending prices up 600%+ and creating massive opportunities in Samsung, SK Hynix, and Micron that Wall Street is completely ignoring. We break down this $551B infrastructure play and why it might be more important than the chips everyone's talking about:

As AI hyperscalers divert 70% of memory production and prices surge 600%+, Samsung, SK Hynix, and Micron are capturing unprecedented margins—while NVIDIA's own costs compress.

04/23/2026

The AI Capital Allocation Paradox: A Quantitative Analysis of Tech's Circular Investment Web

Full analysis from Axum Holdings.

The $450B AI Investment Paradox Nobody Sees Coming