About Us
Axamos is an independent research and analytics firm focused on the thematic macro forces that shape the global economy. We operate at the intersection of “Power, Compute, and Conflict,” examining how energy systems, computing infrastructure, and geopolitical tensions interact. We deliver research and analytics that explain how geopolitics and energy constraints influence the technology sector and broader market dynamics.
Process, Methodology, and Disclosures
Axamos publishes independent research and commentary on economics and equities, with a thematic focus on technology, energy, and geopolitics. The objective is to produce clear, decision-relevant analysis.
All content on Axamos is provided for informational purposes only and does not constitute investment advice, a recommendation, an offer, or a solicitation to buy or sell any security or to pursue any investment strategy. Axamos does not provide personalized financial, legal, or tax advice. Readers should conduct their own due diligence and consult qualified professionals as appropriate.
Not investment advice
Axamos is not organized around continuous coverage of a fixed universe of companies. Research is initiated when there is a question to answer, a meaningful divergence between narrative and fundamentals, or a catalyst structure that can be analyzed with clarity. As a result, publications may include deep, one-off reports or thematic notes without ongoing updates, price-target maintenance, or periodic reporting commitments. Axamos may revisit a topic when new evidence emerges, the underlying driver set changes, or monitoring indicators suggest the thesis requires reassessment.
Publication approach and scope
Research methodology
Axamos applies a disciplined process designed to emphasize falsifiability, driver-based reasoning, and transparency around uncertainty. Where feasible, claims are tied to measurable drivers and identifiable sources, and major conclusions are framed as ranges and scenarios rather than point estimates.
Sources and transparency
Reports typically draw from public filings, earnings transcripts, investor materials, reputable industry and policy sources, and competitor context. Where alternative proxies are used (e.g., industry KPIs, benchmarking, capacity/utilization indicators), the rationale and limitations are described. Axamos aims to separate FACTS, ASSUMPTIONS, and OPINIONS where it materially affects interpretation.
Conflicts, compensation, and editorial independence
Axamos may hold positions in securities discussed. Axamos does not accept compensation to publish favorable or unfavorable coverage of specific securities. The presence of a publication should not be interpreted as an ongoing commitment to follow the company or theme.