Interactive visualization of historical and projected data center distribution across U.S. states from 2008-2030, powered by machine learning models.
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Novana's Stanford-based team produces in-house technology analyses, investment research briefs, and market trend writeups across edge computing, biotechnology, artificial intelligence, and other frontier technology industries.
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In-depth investment research on emerging technology opportunities spanning artificial intelligence, biotechnology, and other frontier technology industries.
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We make class-agnostic, market-neutral trades driven by theses derived from our in-house deep technology research and supported by our unique asset management approach.
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Novana Research examines the data center: its role in the AI value chain, infrastructure context, and future expansion hotbeds.
This piece is a part of Novana Scientific’s “Concrete Foundations of Compute” series. Exploring the rise of biological (wetware) computing, its pioneers, and the future of hybrid AI hardware.
Overview of Novana's beta-neutral short sale of Unicycive (UNCY) ahead of its FDA decision, betting the market had mispriced regulatory risk.
Analysis of tariff-driven cost pressures in the U.S. biotech supply chain, highlighting emerging opportunities in high-margin therapeutics and diagnostics.
We backtest three factor investing-frameworks for U.S. biotech equities against a 15 year period, finding that none produced statistically significant alpha.