Independent Macro Research
Elysium is a macro research firm focused on the development of fundamental rationale and data-driven frameworks, translated into clear insights for regime-aware capital allocation.
Learn More →Apr 2026
IREN has structurally re-rated from a Bitcoin miner into a credible Tier-2 AI neocloud, anchored by a $9.7B Microsoft GB300 contract and 4.5 GW of secured low-cost renewable power; only about 10% of that power is contracted so far, which is what makes the setup asymmetric. We rate IREN Bullish, with a $77 base price target over a 12–24 month horizon.
Read Report →Apr 2026
Eli Lilly is the clear leader in the high-growth GLP-1/GIP cardiometabolic market, backed by superior product efficacy, the first unrestricted oral GLP-1 (Foundayo/orforglipron), and a deep pipeline that includes retatrutide. Consensus price targets imply about 28% upside; we rate LLY Bullish over a 12–24 month horizon.
Read Report →Dec 2025
Micron is riding a cyclical memory upswing driven by hyperscale cloud spending and AI workloads: HBM industry revenue is expected to nearly double to $34B in 2025, and data center now makes up over 50% of total revenue. FY2025 revenue grew 49% to $37.38B, and analyst consensus is strongly bullish.
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Long-form macro and cross-asset analysis grounded in historical analogy, structural economics, and signal construction pulled straight from the data.
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Systematic macro regime modeling that breaks the economic cycle into discrete phases and maps each one to how asset classes have actually behaved historically.
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Independent, unconflicted macro research. No external mandates, no distribution incentives skewing the call, just long-horizon, regime-aware analysis.
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