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The Lockup Dip Most Ofen Lands Before the Lockup
What 19 marquee IPOs reveal about the most over-anticipated date on the calendar, and why the flood everyone fears often marks the bottom
Jul 24
•
Banyan Lane Capital LLC
4
Nine in Ten IPOs Break, Shouldn't Be a Surprise
What 1,600 US IPOs since 2010 say about the most predictable boom and bust in markets
Jul 19
•
Banyan Lane Capital LLC
5
1
2
The 2028 NAND Hole Is One Variable Deep
& what does this mean for Sandisk (SNDK)?
Jul 14
•
Banyan Lane Capital LLC
2
June 2026
The Space Race Hiding in Plain Sight
Starlink vs. the $35B company nobody covers
Jun 11
•
Banyan Lane Capital LLC
9
Starlink’s Toughest Competitor Is About to Have Its Tesla Moment, on a Falcon 9
AST SpaceMobile’s next big moment comes on June 17th on its rival’s rocket. The market is pricing launch risk, and almost nobody is pricing the S-curve
Jun 10
•
Banyan Lane Capital LLC
4
SpaceX IPO - Who’s On the Other Side?
Critical context for the largest IPO in history, from someone who isn’t bearish SpaceX
Jun 1
•
Banyan Lane Capital LLC
3
May 2026
MLCC's CPU Squeeze is Coming & the Shorts
Part 1: Auto MLCCs cannot become GPU MLCCs. Part 2: Greenfield economics actually require. Part 3: CPU inflection will tighten the commodity pool into…
May 28
•
Banyan Lane Capital LLC
10
BeWhere Q1 Update - "Vision 20/20 Plus" Maps Exactly to our 2028 Base Case
EBITDA should 4x from 2025 to 2028
May 26
•
Banyan Lane Capital LLC
7
Vodafone Update & Implications of New US Alliances
Quarter was fine, German profit pressure remains, the US carrier direct-to-device joint venture, and why the satellite-sovereignty leg of the thesis…
May 19
•
Banyan Lane Capital LLC
1
Murata (MRAAY) - More Signs of Tightening
Cycle extending, 30-40% IRR as long as the eye can see
May 12
•
Banyan Lane Capital LLC
10
The Most Boring Component in AI Is About to Have Its Moment
Murata Manufacturing (MRAAY): A Cyclical, Secular, and Idiosyncratic Setup in the High-End MLCC Market
May 6
•
Banyan Lane Capital LLC
21
1
April 2026
4C Group Q1 2026
The Capitulation and Insiders Stepping Up
Apr 30
•
Banyan Lane Capital LLC
3
3
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