Novana Research examines the data center: its role in the AI value chain, infrastructure context, and future expansion hotbeds.
Thematic Research
In-depth investment research and technical analysis on emerging deep technology investment opportunities.
Latest Research
A deep dive into the rise of biological (wetware) computing, its pioneers, and the future of hybrid AI hardware.
Analysis of how proposed tariff policies could impact the biotechnology sector, from supply chain costs to international market access and competitive dynamics.
We backtest three factor investing-frameworks for U.S. biotech equities against a 15 year period, finding that none produced statistically significant alpha.