Rising Tides Archives - Page 3 of 3 - Informed Momentum Company

Rising Tides: AI Security – Fighting Fire With Fire

Observations from the IMC Research Process - AI is accelerating demand for security software.

Rising Tides: “Wait, Is This a Person?” AI agents are talking, and communication platforms are cashing in

Observations from the IMC Research Process - Communication platforms are becoming the essential connective tissue for the AI economy, where value accrues through workflow ownership, integration depth, and increasing automation.

Rising Tides: Warning: Low Battery

Observations from the IMC Research Process - Lithium is entering a battery demand-driven acceleration that is set to throw the market into a deficit.

Rising Tides: Orbiting Cash Flows – Earnings, Spectrum and Demand Align for Space Stocks

Observations from the IMC Research Process - Defense dollars are locking in demand, AI is pulling forward the next wave, and scarce spectrum is being repriced as critical infrastructure.

Rising Tides: CDNs are Capitalizing on AI-Driven Internet Traffic

Observations from the IMC Research Process - A tidal wave of AI-driven traffic is creating a new, highly profitable demand cycle for the internet's foundational infrastructure.

Rising Tides: Korea’s Robot Renaissance

Observations from the IMC Research Process - What began as incremental automation has become a coordinated national push, driven by rapid population aging, structural labor shortages, and explicit government support for AI-enabled robotics.

Rising Tides: The Memory Trade Reloaded

Observations from the IMC Research Process - Since October when we last highlighted the memory theme, its role in AI infrastructure has become increasingly more important. Memory is now foundational as AI systems scale beyond training into real-world deployment.

Rising Tides: Treasure Mode – A New Era for Value Retailers

Observations from the IMC Research Process - Brick-and-mortar value chains have become cultural and economic winners as consumers - especially Gen Z - elevate ‘smart money shopping’ into a lifestyle.

Rising Tides: Data is the New Medicine

Observations from the IMC Research Process - Diagnostics are entering a technology-driven acceleration that will reshape healthcare economics.

Rising Tides: Biotech Repriced

Observations from the IMC Research Process - Biotech's risk premium is collapsing — clinical momentum, pricing clarity, resurgent deal flow are driving a sustained rerating across the sector.

Rising Tides: Gridlock Ahead – Batteries Take the Wheel in the AI Era

Observations from the IMC Research Process - Global battery capacity is set to jump 67% this year to 617GWh — and grow tenfold by 2035. The driver isn’t EVs anymore — it’s AI’s appetite for power.

Rising Tides: Total Recall – Memory Becomes the AI Trade

Observations from the IMC Research Process - With cloud giants racing to expand data center footprints to support AI workloads, tight supply is creating the first multi-year upcycle in storage in decades.

Rising Tides: Humanoids – From Iron Man to Every Man

Observations from the IMC Research Process - After transforming the digital world, AI is now stepping into the physical one through humanoid robotics.

Rising Tides: AI’s New Power Brokers – Bitcoin Miners Rewire for the Future

Observations from the IMC Research Process - Yesterday’s crypto miners are tomorrow’s AI landlords. Billions in deals this year are behind crypto facilities pivoting to support power-hungry hyperscalers.

Rising Tides: We’re Gonna Need a Bigger Boat – Cruise demand is cruising at record speed

Observations from the IMC Research Process - 2025 cruise bookings are outpacing pre-pandemic levels, with pricing holding strong even as capacity expands.

Rising Tides: From Obscure to Critical – Rare Earths Enter a Supercycle

Observations from the IMC Research Process - Prices of rare earth elements (REEs) – a group of 17 obscure metals used in everything from EV’s, wind turbines, national defense systems, and consumer electronics - are suddenly acting like oil in the 1970’s. Geopolitically charged, price-spiking, and strategically indispensable.

Rising Tides: The Year’s Unlikeliest Rally

Observations from the IMC Research Process - In a year defined by trillion-dollar AI narratives, it’s a 150-year-old German lender that’s quietly up over 100%. In this Rising Tide, we cover why European banks have gone from serial underperformers to market leaders.

Rising Tides