Otto Analytics
Frontier Infrastructure · Conviction Research
Independent research on the businesses building the frontier. We cover the buildout as one connected system, and hold what we find for the long duration.
Independent research on the businesses building the frontier. We cover the buildout as one connected system, and hold what we find for the long duration.
The defining investment story of this decade is a physical buildout. Artificial intelligence needs compute, and compute needs power, networking, and the systems that increasingly reach into orbit. Otto Analytics covers the companies that own that physical layer, the picks and shovels of the frontier, the infrastructure landlords rather than the tenants. Every name is put through a structured, multi-analyst framework before we reach a verdict.
We are allocators, not traders. A verdict from us is a judgment of fit against this specific lens, not a hot tip. We will say "wrong price" as readily as we say anything else.
Read the full case for where we look, and why →
The processors, memory, and chips at the core of the buildout.
The electricity and energy infrastructure the buildout runs on.
The interconnect that moves and feeds the workloads, on the ground and in orbit.
The orbital infrastructure converging with AI: observation, connectivity, and power.
Every name is examined by a panel of specialized analyst roles, each arguing its own discipline, then reconciled into a single, accountable verdict. Conviction has to survive the disagreement before it reaches the page.
Dissent is a feature. The Skeptic and the Risk Manager hold a standing veto. A thesis they cannot be talked out of caps the conviction, every time.
Begin with our lens. Then see the format and the discipline in two sample notes. The full library opens at launch.
Readers nominate the names they want covered. The most-requested ticker moves to the top of the research queue, and comes off the board the day its report publishes.
▦ Preview. Sample data shown. Voting opens at launch.
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