Adaptive Asset Analytics | Adam N. | Substack
Adaptive Asset Analytics
Adaptive Asset Analytics is your go-to source for blending finance and technology. We dive deep into market trends, advanced algorithms, and tech innovations to deliver data-driven insights that help you navigate and optimize the dynamic world of asset management.
By Adam N.
· Launched a year ago
Defense & Security Around Mega Events
Why Palantir, Axon, and Anduril May Be the Real Winners of the 2026 World Cup
4 hrs ago•Adam N.
The Travel Boom Trade: Hilton, Marriott, and Delta
The World Never Stopped Traveling
Jun 23•Adam N.
The Evolution of the NBA Draft System
Where the NBA draft has been, where the draft is today & where the draft is going
Jun 22•Adam N.
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🧠 THE AI ANALYST — Q2 2026 EDITION
Apr 5•Adam N.
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The 25 Prompts I Use Before I Invest a Dollar
Feb 26•Adam N.
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The Price of Intelligence: Who Captured the Value of OpenAI
Apr 6•Adam N.
Apr 20, 2025•Adam N.
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Recent posts
June 21 Deep Dive: World Cup Stadiums & Infrastructure
Caterpillar, Vulcan Materials, Martin Marietta
Jun 21•Adam N.
Saturday Research Deep Dive — June 20
Oracle: The AI Infrastructure Backlog Trade
Jun 20•Adam N.
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AI Infrastructure Friday: The Market Is Closed, But the Buildout Is Not
June 19, 2026 is Juneteenth, and both the NYSE and Nasdaq are closed for the market holiday.
Jun 19•Adam N.
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World Cup Economics: Who Actually Makes Money?
Following the money through Visa, Mastercard, Booking Holdings, and Airbnb
Jun 18•Adam N.
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This Is Not a Rally — It’s a Repricing
Jun 17•Adam N.
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Summer Liquidity: Why Markets Get Weird in June–August
The Quiet Season That Isn’t Actually Quiet
Jun 16•Adam N.
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The $50 Billion Tournament: The Economics of the 2026 World Cup
The Biggest Event You’re Not Thinking About Like an Investor
Jun 15•Adam N.
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The Most Important Company in AI You’ve Never Heard Of: KLA
Most investors think the AI buildout begins with Nvidia.
Jun 14•Adam N.
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Why ASML Might Be the Most Powerful Monopoly in the World
Adaptive Asset Analytics Deep Dive
Jun 13•Adam N.
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7 Ways AI Can Replace a Junior Analyst in 2026
For years, the entry-level finance career path looked almost identical everywhere:
Jun 12•Adam N.
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The AI Prompt That Can Break Down Any Stock in 10 Minutes
One of the most underrated uses of AI is rapid stock analysis.
Jun 11•Adam N.
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The Business of the NBA Finals
Jun 10•Adam N.
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