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Haypp Group Q2 Earnings Review
Bullseye, Haypp inflecting
Aug 12
•
Emil
2
1
Execution Memo No. 015
Small position updates and TPB vs Haypp
Aug 8
•
Emil
1
APRTEC and the Unnamed Tech Customer
An investigation into patents, hiring, geography and other clues (rabbit hole)
Aug 5
•
Emil
4
July 2026
APR Technologies: The Deep Dive
The only listed pure play on where chip cooling is physically heading
Jul 23
•
Emil
5
2
Execution Memo No. 014
New position; Pure play liquid cooling
Jul 13
•
Emil
1
2
Haypp Group Revenue Prediction Q2 2026
Is Haypp's strategy changing? Web traffic doing weird things
Jul 12
•
Emil
5
2
June 2026
Superyachts for the Rest of Us
How to own a slice of the world's most exclusive industry without owning the boat
Jun 30
•
Emil
6
7
2
The Second-Order Winners of the 2026-2027 IPO Wave
Mega-cap tech liquidity will flow through the same pipes that already sit at the center of public markets, yet valuations still price the pipes as if…
Jun 17
•
Emil
2
1
AI Agents Need a Home (SaaS)
The same shift that kills seat-based revenue concentrates value inside the platforms that already own governance, memory, and workflow.
Jun 11
•
Emil
5
2
Haypp Group Web Traffic Breakdown
More Explosive Signs in the Data · MAY 2026 · $HAYPP
Jun 8
•
Emil
3
2
Market Update and the Stocks I Follow
These violent delights have violent ends
Jun 6
•
Emil
3
1
May 2026
The Finnish Bottleneck Plays
Four overlooked names sitting on the same chokepoints the rest of the market is already paying up for.
May 28
•
Emil
5
1
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