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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.