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Thesis health
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● = IPO Candy coverage available — click any name to open it (or its profile)
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The constellation
Bubble size ≈ market cap tier · magenta = covered by IPO Candy · hover for detail, click to open coverage
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Signal watch
The specific, dated events that will confirm or damage the thesis. Orange markers are the ones we consider genuinely decisive.
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Our coverage
Everything we've published on this theme, in one place.