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Gannon Capital Portfolio - June '26 Update
All Active Investments, New Entries & Recent Exits - Paid Subscribers Only
Jun 1
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Gannon Capital
7
2
HIMS Thesis Revisited: Beyond Compounding
How market panic over short-term facility CapEx is blinding Wall Street to a $15B+ peptide distribution engine.
Jun 9
•
Gannon Capital
4
2
IonQ Deep Dive
The Ultimate Quantum Accelerator for the AI Era
Jun 2
•
Gannon Capital
12
5
Nebius Thesis Update
The $46 Billion Awakening: Nebius Group’s Metamorphosis into the AI Infrastructure Leviathan
May 26
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Gannon Capital
7
7
ServiceNow Deep Dive
The Control Tower of the Agentic AI Economy
May 19
•
Gannon Capital
31
9
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Gannon Capital Portfolio - May '26 Mid-Month Update
All Active Investments, New Entries & Recent Exits - Paid Subscribers Only
May 15
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Gannon Capital
11
2
Duolingo Thesis Revisited - May 2026
The Netflix Moment: Why the Market is Wrong about Duolingo’s Monetization Pivot
May 12
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Gannon Capital
13
1
3
Cerebras Systems, the Nvidia Killer?
On April 17, 2026, in a quiet filing posted on the SEC’s website at the close of a Friday afternoon, Cerebras Systems formally re-filed its S-1, ticker…
May 5
•
Gannon Capital
30
1
10
Gannon Capital Portfolio - May '26 Update
All Active Investments, New Entries & Recent Exits - Paid Subscribers Only
May 1
•
Gannon Capital
7
2
When the Oil Crisis Meets the Chemical Scissors
Aduro's recent crude breakthrough landed the same month oil prices hit $128
Apr 28
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Gannon Capital
16
2
11
Substack: The Company - A Deep Dive
"OnlyFans for Intellectuals"
Apr 21
•
Gannon Capital
33
9
12
Tesla Deep Dive
A Deep Dive into the Electric Empire: Why Tesla isn’t a Car Company
Apr 7
•
Gannon Capital
16
6
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Joe Gannon
High-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice.
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