Altimetry is a boutique financial research and publishing firm providing individual investors with unique, unbiased investment recommendations and analytics.
Joined May 2026
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May 28
This new technology could replace oil and ignite a $10 trillion boom for select stocks.
Get this free report to learn all the details.
👉 bit.ly/4e9GywX
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Jun 11
The $SPCX IPO is almost here...
It could be the biggest IPO ever—and one of the most retail-driven, with an estimated 30% of shares going to individual investors.
So even if you're not buying, chances are you know someone who is.
Before the stock starts trading, we put it through our Uniform Accounting framework. Here's what the numbers say.
🔗: altimetry.com/articles/space…
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Jun 10
Rising oil prices. AI-driven power demand. Surging energy stocks.
Energy sector stocks like $PUMP, $BKR, and $LBRT are getting a lot more interesting these days...
So we sent Rob Spivey to the Department of Energy in D.C. to investigate what it all means for investors. @spiveyvalens
Stay tuned — this new episode of Altimetry Authority is coming soon!
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Jun 10
SpaceX $SPCX goes public Friday.
And thanks to its newly released S-1 filing, we can finally see what's happening behind the curtain.
Here's what the numbers actually reveal about the company's rocket, AI, and satellite businesses.
🔗: altimetry.com/articles/heres…
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Chipmaker Nvidia $NVDA wields a lot of power right now, even beyond semiconductors...
It can force investors to care about a business they ignored just the day before.
That's exactly what happened with high-tech materials company Corning $GLW.
🔗: altimetry.com/articles/heed-…
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Atimetry Research retweeted
AI data centers and chip factories need electricity 24/7, but the U.S. power grid is already under pressure.
On Top Stocks, Rob Spivey of @GetAltimetry breaks down why baseload power demand is exploding by nearly 180 gigawatts, and why the companies providing this infrastructure could be some of the smartest hidden AI investments.
📹: youtube.com/watch?v=Mj_9rTLL…
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Atimetry Research retweeted
The AI bottleneck is no longer just getting $NVDA chips.
On this week's Top Stocks, Rob Spivey of @GetAltimetry explains why mega-cap tech giants like $MSFT may have AI chips sitting in warehouses that they would love to hook up, but do not have enough power to run.
This power shortage may be the biggest hidden infrastructure story of the AI boom.
📹: youtube.com/watch?v=Mj_9rTLL…
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The biggest IPO of all time is almost here...
Elon Musk's SpaceX is set to begin trading just a few days from now, on June 12 at an unprecedented $1.8 trillion valuation.
We've received our fair share of subscriber questions about SpaceX in recent weeks. Here's a closer look at the stock through the lens of Uniform Accounting ahead of its looming IPO.
🔗: altimetry.com/articles/histo…
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Atimetry Research retweeted
The AI revolution has a hidden bottleneck: power.
This week on Top Stocks, @MattWeinschenk and Rob Spivey discuss why the companies powering AI could be bigger winners than AI itself.
Plus, the one stock uniquely positioned to benefit.
@GetAltimetry #aistocks #techstocks
youtube.com/watch?v=Mj_9rTLL…
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FAT Brands $FATAQ had a $120 million market cap and 2,300 restaurants globally across 18 different brands.
To many investors, the Johnny Rockets and Fatburger operator looked like a growing restaurant empire...
But here’s how we spotted a disaster waiting to happen back in 2022, four years before they filed for Chapter 11 bankruptcy.
🔗: altimetry.com/articles/how-t…🔗
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Harvard University has a $57 billion endowment.
It also has a private equity problem.
Between 2020 and 2024, Ivy League endowments returned just over 11%, on average. Harvard's return was 10.3%.
That might seem like a small difference. But universities rely on their endowments to fund school operations. Lower returns mean less funding for research projects, financial aid, and campus upgrades.
🔗: altimetry.com/articles/a-57-…
#HarvardUniversity #privateequity #collegeendowment #PEallocation
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What's the best trade you've ever made?
Altimetry Director of Research Rob Spivey recently joined @MarketBeatCom to share his.
Using Uniform Accounting, @spiveyvalens found a way to capture equity-like returns with bond-like downside protection—even during the chaos of 2008.
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For years, the skiing industry was in trouble.
đźš Old equipment
🌨️ Unreliable weather
📉 Volatile revenue streams
Then Vail $MTN stepped in.
Altimetry Authority breaks down the story of how Vail built its skiing empire, and why it may in trouble now.
Watch on YouTube: youtube.com/shorts/E_SGFzdp-…
#skiindustry #vailresorts #epicpass #travelstocks #stockmarket
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Dell Technologies $DELL used to be easy to label...
For decades, most folks knew it as a personal-computer company. It sold laptops, desktops, monitors, and the hardware that filled corporate IT closets.
That business still exists and still brings in tens of billions of dollars in revenue each year. But Dell's center of gravity has shifted fast.
Here's how the hardware company is rapidly shifting into AI, and why the long-term growth potential could be huge.
🔗: altimetry.com/articles/old-s…
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Investors sold Take-Two Interactive Software $TTWO on fears that AI will disrupt gaming.
After 8 years of development (and a reported $1 billion budget) can GTA VI reshape the future of the company—and the stock?
🔗: altimetry.com/articles/reset…
#gta6 #grandtheftauto #gtavi #videogames
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Vail did McDonald’s working capital model better than McDonald’s. $MTN $MCD
The Epic Pass gets customers to pay months before they ever hit the slopes, creating a powerful source of upfront cash flow.
For years, it looked brilliant. Now that same model may be starting to work against the company.
On Altimetry Authority, @JoelLitman and @spiveyvalens break down the financial risks hiding beneath Vail's ski empire.
Watch here: youtube.com/watch?v=8EN2lAjI…
#vailresorts #stockmarket #businessmodel #cashflow #financialnews
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As Americans search for ways to cut costs, the grocery aisle has become a battleground.
That could spell trouble for $KR Kroger, which is facing fierce competition from Walmart, Costco, Amazon, and discount grocers.
🔗: altimetry.com/articles/the-g…
$WMT $AMZN $COST #groceryprices
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Your skiing experience is about to get a little worse.
As financial pressures build at Vail Resorts $MTN, skiers may feel the impact through higher prices, longer wait times, and fewer amenities.
@JoelLitman and @spiveyvalens take a closer look at why on Altimetry Authority.
Watch here: youtube.com/watch?v=8EN2lAjI…
#skiing2026 #vailresorts #epicpass #travelstocks
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May 31
A day of reckoning is coming for Vail Resorts $MTN…
From rising debt pressure to warnings signs hidden in the balance sheet, @JoelLitman and @spiveyvalens explain why it may be all downhill from here for Vail.
Watch on YouTube: youtube.com/watch?v=8EN2lAjI…
#vailresorts #epicpass #stockmarket #uniformaccounting
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May 31
Vail Resorts $MTN helped reinvent the ski industry. ⛷️
Now the cracks are starting to show beneath the snow...
On Altimetry Authority, @JoelLitman and @spiveyvalens break down the hidden financial risks behind one of the most iconic names in skiing.
#vailresorts #mtnstock #epicpass #skiindustry
youtube.com/watch?v=8EN2lAjI…
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May 30
Vail $MTN and Disney $MTN both want your vacation dollars and PTO days, but their business models couldn’t be more different.
Vail depends on loyal season-pass holders. Disney thrives on once-in-a-lifetime family trips.
Right now, one strategy appears to be working much better than the other. Altimetry Authority breaks down why.
Watch on YouTube: youtube.com/watch?v=8EN2lAjI…
@JoelLitman @spiveyvalens #vailresorts #epicpass #disneyvacation
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