Intrinsic Alpha Blog

A valuation-focused guide to AI data center stocks across chips, cloud platforms, power systems, cooling, networking, and physical infrastructure.

A valuation-focused look at 15 AI infrastructure, cloud, software, and application companies investors should watch in 2026.

A practical valuation look at Deere, Zoetis, Corteva, Nutrien, ADM, Tyson Foods, and Bayer, plus the agriculture themes investors should actually underwrite.

A practical reading list from Warren Buffett's investing worldview, with the core lessons each book teaches about value investing, management quality, and long-term compounding.

How the four-year U.S. presidential election cycle has shaped market returns for over a century, why pre-election years outperform, and why investors should treat the cycle as context rather than strategy.

From programmatic advertising to connected TV and retail media, these eight publicly traded AdTech companies are shaping the future of digital advertising, and merit a close look through a DCF lens.