<![CDATA[Danny’s Substack]]>https://devergreen.substack.comhttps://substackcdn.com/image/fetch/$s_!Ya8b!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4e37c595-d959-48e9-86c4-1b67526cd20d_144x144.pngDanny’s Substackhttps://devergreen.substack.comSubstackFri, 04 Sep 2026 19:52:38 GMT<![CDATA[MIRA Pharmaceuticals, Inc. (MIRA) Deep Dive]]>https://devergreen.substack.com/p/mira-pharmaceuticals-inc-mira-deephttps://devergreen.substack.com/p/mira-pharmaceuticals-inc-mira-deepThu, 03 Sep 2026 16:52:47 GMTIs MIRA’s business understandable and valuable enough that a generalist investor could underwrite it with genuine conviction?

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]]><![CDATA[LIGHTWAVE LOGIC, INC. (LWLG) Deep Dive ]]>https://devergreen.substack.com/p/lightwave-logic-inc-lwlg-deep-divehttps://devergreen.substack.com/p/lightwave-logic-inc-lwlg-deep-diveTue, 01 Sep 2026 17:17:32 GMTDoes the Company sit within or directly enable one of the five platforms (AI, robotics, energy storage, genomics, blockchain), with AI infrastructure explicitly the highest-weighted platform?

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]]><![CDATA[Karyopharm Therapeutics Inc. (KPTI) Deep Dive]]>https://devergreen.substack.com/p/karyopharm-therapeutics-inc-kptihttps://devergreen.substack.com/p/karyopharm-therapeutics-inc-kptiMon, 31 Aug 2026 16:32:57 GMTCan Karyopharm’s selinexor franchise plausibly grow revenue several-fold over 5+ years across multiple indications?

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]]><![CDATA[Jade Biosciences, Inc. (JBIO) Deep Dive ]]>https://devergreen.substack.com/p/jade-biosciences-inc-jbio-deep-divehttps://devergreen.substack.com/p/jade-biosciences-inc-jbio-deep-diveSun, 30 Aug 2026 17:13:55 GMTDoes the current ~$1.3B market cap reflect Phase 2-stage, no-efficacy-data-in-patients risk, or does it reflect an implicit assumption of Phase 3 success and commercial launch?

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]]><![CDATA[IDEAL POWER INC. (IPWR) Deep Dive]]>https://devergreen.substack.com/p/ideal-power-inc-ipwr-deep-divehttps://devergreen.substack.com/p/ideal-power-inc-ipwr-deep-diveFri, 28 Aug 2026 16:44:59 GMTDoes IPWR have a calculable, asset-backed downside floor that limits permanent capital loss?

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]]><![CDATA[HIVE DIGITAL TECHNOLOGIES LTD. (HIVE) Deep Dive]]>https://devergreen.substack.com/p/hive-digital-technologies-ltd-hive-91fhttps://devergreen.substack.com/p/hive-digital-technologies-ltd-hive-91fThu, 27 Aug 2026 17:06:19 GMTAs HIVE scales Bitcoin mining hashrate and HPC/GPU capacity, does its cost structure improve, and is that improvement passed to customers (lower GPU-hour pricing) or captured entirely as margin/promotional narrative?

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]]><![CDATA[GAIN THERAPEUTICS, INC. (GANX) Deep Dive]]>https://devergreen.substack.com/p/gain-therapeutics-inc-ganx-deep-divehttps://devergreen.substack.com/p/gain-therapeutics-inc-ganx-deep-diveWed, 26 Aug 2026 15:57:31 GMTDoes GANX possess patent/IP protection sufficient to exclude competitors from the specific allosteric GCase-modulation approach through commercial launch, and does the platform (Magellan) generate a repeatable pipeline rather than a single asset?

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]]><![CDATA[FuelCell Energy Inc. (FCEL) Deep Dive]]>https://devergreen.substack.com/p/fuelcell-energy-inc-fcel-deep-dive-6a9https://devergreen.substack.com/p/fuelcell-energy-inc-fcel-deep-dive-6a9Mon, 24 Aug 2026 16:55:43 GMTDoes FCEL generate above-cost-of-capital returns, or demonstrate credible structural reasons why it will?

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]]><![CDATA[EPSILON ENERGY LTD. (EPSN) Deep Dive]]>https://devergreen.substack.com/p/epsilon-energy-ltd-epsn-deep-divehttps://devergreen.substack.com/p/epsilon-energy-ltd-epsn-deep-diveSat, 22 Aug 2026 16:29:02 GMTCOMPANY SNAPSHOT

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]]><![CDATA[ALPHA TAU MEDICAL LTD. (DRTS) DEEP DIVE]]>https://devergreen.substack.com/p/alpha-tau-medical-ltd-drts-deep-divehttps://devergreen.substack.com/p/alpha-tau-medical-ltd-drts-deep-diveFri, 21 Aug 2026 17:02:41 GMTIs DRTS priced as a hated, ignored asset, or as a consensus, crowded story?

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]]><![CDATA[Coty Inc. (COTY) Deep Dive]]>https://devergreen.substack.com/p/coty-inc-coty-deep-dive-a39https://devergreen.substack.com/p/coty-inc-coty-deep-dive-a39Thu, 20 Aug 2026 16:27:39 GMTIs There a Powerful Secular Trend?

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]]><![CDATA[Butterfly Network, Inc. (BFLY) Deep Dive]]>https://devergreen.substack.com/p/butterfly-network-inc-bfly-deep-divehttps://devergreen.substack.com/p/butterfly-network-inc-bfly-deep-diveWed, 19 Aug 2026 16:40:12 GMTCan I genuinely understand this business, its economics, and its competitive position?

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]]><![CDATA[AIRSHIP AI HOLDINGS INC. (AISP) Deep Dive ]]>https://devergreen.substack.com/p/airship-ai-holdings-inc-aisp-deephttps://devergreen.substack.com/p/airship-ai-holdings-inc-aisp-deepTue, 18 Aug 2026 16:13:34 GMTDISRUPTIVE INNOVATION EXPOSURE Does the company sit at the intersection of Artificial Intelligence (AI), Public Blockchains, Robotics, Energy Storage, and Multiomics (DNA sequencing)?

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]]><![CDATA[ZenaTech Inc. (ZENA) Deep Dive]]>https://devergreen.substack.com/p/zenatech-inc-zena-deep-dive-d5bhttps://devergreen.substack.com/p/zenatech-inc-zena-deep-dive-d5bMon, 17 Aug 2026 16:03:40 GMTWhat Is the Edge?

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]]><![CDATA[Yuanbao Inc. (YB) Deep Dive ]]>https://devergreen.substack.com/p/yuanbao-inc-yb-deep-divehttps://devergreen.substack.com/p/yuanbao-inc-yb-deep-diveSun, 16 Aug 2026 16:26:07 GMTUnderstanding the Business and Industry

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]]><![CDATA[X-ENERGY, INC. (XE) Deep Dive]]>https://devergreen.substack.com/p/x-energy-inc-xe-deep-divehttps://devergreen.substack.com/p/x-energy-inc-xe-deep-diveFri, 14 Aug 2026 20:05:11 GMTBUSINESS QUALITY & FRANCHISE VALUE

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]]><![CDATA[WHERE FOOD COMES FROM, INC. (WFCF) Deep Dive]]>https://devergreen.substack.com/p/where-food-comes-from-inc-wfcf-deephttps://devergreen.substack.com/p/where-food-comes-from-inc-wfcf-deepFri, 14 Aug 2026 15:59:37 GMTDOES THE BUSINESS HAVE A GENUINE REASON TO EXIST — A REAL CUSTOMER PROBLEM SOLVED IN A WAY OTHERS CANNOT EASILY REPLICATE?

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]]><![CDATA[INNOVATE Corp. (VATE) Deep Dive]]>https://devergreen.substack.com/p/innovate-corp-vate-deep-divehttps://devergreen.substack.com/p/innovate-corp-vate-deep-diveThu, 13 Aug 2026 16:13:25 GMTWhat structural competitive advantage protects each segment?

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]]><![CDATA[UPLAND SOFTWARE, INC. (UPLD) DEEP DIVE]]>https://devergreen.substack.com/p/upland-software-inc-upld-deep-divehttps://devergreen.substack.com/p/upland-software-inc-upld-deep-diveWed, 12 Aug 2026 16:15:39 GMTIS THIS A BUSINESS I UNDERSTAND?

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]]><![CDATA[10X GENOMICS, INC. (TXG) Deep Dive]]>https://devergreen.substack.com/p/10x-genomics-inc-txg-deep-divehttps://devergreen.substack.com/p/10x-genomics-inc-txg-deep-diveTue, 11 Aug 2026 16:24:37 GMTFREE CASH FLOW AND EARNINGS POWER — IS THERE A NORMALIZED EARNINGS ENGINE?

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