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Alt Data ObserverSep 14, 2026Tokens, Tankers, Hacks and HeatwavesMore charts on bottlenecks and shifting economics of AI : AI demand is exploding, cyber risk is accelerating, oil flows are getting messier, and heat is turning into real-world capex. Meanwhile, malls are back, Dubai is
Alt Data ObserverSep 13, 2026Dario Before You Save Humanity, Fix AutocorrectDoes Superintelligence concern itself with the opinions of sheep?
Alt Data ObserverSep 11, 2026AIs, Autos, Barrels and Bay Rents: 10 Alternative-Data Signals Moving Under the SurfaceI've spent more than a decade at the intersection of alternative data and L/S equity investing. Each day, I rank the alt-data charts I found most valuable — with a quick read on what they're telling us and which stocks c
Alt Data ObserverSep 11, 2026Clicks, Crunches, Cups and Cars: 10 Alternative-Data Signals Moving Under the SurfaceAI is becoming a real commerce channel. Adobe finds AI-referred retail visits now generate 53% more revenue per visit and convert 54% better than non-AI traffic . (📈 — higher-converting AI referrals could be incremental
Alt Data ObserverSep 4, 2026Gigs, Games, Grids and Gold: 10 Alternative-Data Signals Moving Under the SurfaceThe data-center backlash is having real consequences. Roughly 40%+ of Michigan counties have seen some form of data-center moratorium action since 2023, with around one-third of counties in Ohio and Maryland doing the sa
Alt Data ObserverSep 2, 2026Ads, Apps, Bots and Boats: 10 Alternative-Data Signals Moving Under the SurfaceThe beverage ad leaderboard is losing its sugar. Glucerna, Full Leaf Tea, Gold Peak Tea and Coffee mate all entered the top 10 in 2026, while Mountain Dew and Gatorade dropped out and Pepsi fell from #2 to #9. ( — Glucer
Alt Data ObserverSep 1, 2026Chips, Trips, Bytes and Bets: 10 Alternative-Data Signals Moving Under the SurfaceShein's US share losses are sticking. Even after lapping the de minimis elimination, Shein is still losing US apparel share YoY — including with 18–34 year olds. Suggests this is becoming more structural than just a tari
Field of ThemesJun 21, 2026K-Defense's Toyota MomentHow South Korea's defense industry is following the same playbook that transformed Toyota from low-tech, cheap alternative into global leader.