Markets

Markets coverage: power and datacenter capacity, refinancing walls, supply-demand structure, and the bottlenecks that move them.

The Semiconductor Supercycle — Why the 2026–2028 build-out is structurally different from prior cycles, and who captures the margin.
Autonomous SOC Leadership — The category's decisive variable isn't model quality — it's who already sits inside the SOC workflow.
Greenland as AI Infrastructure — Arctic siting, sovereignty friction, and the cable economics behind the next hyperscale frontier.
Iran's Stablecoin Pipeline — How sanctioned flows are routing through stablecoin rails, and the chokepoints that remain.
AI-Enabled Cyber Defense — Separating genuine autonomy from marketed automation across the detection-and-response stack.
CrowdStrike Charlotte AI — Product-by-product read on the agentic-security push, and the moat it does and doesn't build.

Rook Reports is an on-demand strategic-intelligence reporting service. Reports are graded with NATO Admiralty source reliability codes and ICD 203 estimative language, and every report gets an adversarial red-team pass.

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Sector structure, competitive landscapes, and the read on where capacity lands.

Competitive landscapesRefinancing & maturity wallsCapacity & supplyVendor positioningDemand signals

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MarketsMKT-2026-05

The Datacenter Power Crunch

13 Jun 20266 days

Grid interconnect, not chips, is the gating constraint on AI datacenter growth through 2027.

Confidence HighAdmiralty A1Published 13 Jun 20266 days ago

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MarketsMKT-2026-02

Private Credit's Maturity Wall

18 Feb 2026121 days

The 2026–27 refinancing wall in private credit and the funds most exposed to it.

Confidence ModerateAdmiralty B2Published 18 Feb 2026121 days ago

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