| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | - | - |
ServeTheHome completed a challenging Q4 2025 but is well-positioned for 2026 growth. The organization struggled with content scheduling due to complex, high-effort reviews like the NVIDIA ConnectX-8 800G NIC testing and delayed tour videos. However, the addition of Ryan Smith has helped streamline editorial processes and right-size project scope. Key developments include substantial investment in network testing capabilities, despite lack of advertising revenue from networking content. The Axautik Group analyst arm launched in Q1 2025 is gaining traction with over 100K monthly Substack views and becoming an important revenue source. Looking ahead to 2026, STH has 60+ products in the review pipeline, plans to expand network testing for sub-800Gbps switches, and expects major platform refreshes in H2 2026. The organization is tracking multiple AI servers, Arm CPU platforms, and mini PC systems for review. With improved processes and strong content pipeline, STH expects to avoid the rushed finish line feeling that characterized Q4 2025.
ServeTheHome is positioned as a leading technology content platform focused on enterprise hardware testing and analysis, with expanding monetization through the Axautik Group analyst arm and growing Substack subscription revenue.
Very excited about 2026 with plans to continue tour content, expand network testing capabilities, increase Axautik Group Substack content, and focus on major platform refreshes in the second half of 2026. The organization has 60+ products currently in review pipeline and expects strong Q1 2026 content flow.
| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Dec 27 2025 | 2025 Q4 | AMZN, CSCO, DELL, NVDA | AI, content, hardware, infrastructure, Networking, technology, Testing | - | Significant focus on AI infrastructure including NVIDIA DGX systems, AI workstations, and AI server testing. The organization is actively reviewing AI hardware and has multiple AI-related products in their testing pipeline. Extensive coverage of data center infrastructure including tours of Equinix facilities, data center testing equipment, and data center-focused content production. This represents a core focus area for the organization. Major investment in network testing capabilities including 800Gbps NICs, network security testing, and plans to expand network testing in 2026. The organization has made substantial investments in networking test equipment despite lack of ad revenue from this segment. |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2025 Q4 |
AIAI has been integrated into RGA's research process through tools like NotebookLM, Gems in Gemini, and Claude Code. The firm views AI as a force multiplier for human judgment rather than a replacement, emphasizing the Kasparov Law principle. They believe the market narrative around AI displacement is swinging to unhelpful extremes, creating investment opportunities. |
Machine Learning Automation Software Productivity Innovation |
Data CentersSupply constraints curtailing infrastructure buildout rate, but compute capacity is being used immediately upon coming online. This differs from dot-com bubble when dark fiber was installed ahead of need. Labor, power and land shortages creating bottlenecks. |
Supply Constraints Utilization Bottlenecks Infrastructure | |
NetworkingMajor investment in network testing capabilities including 800Gbps NICs, network security testing, and plans to expand network testing in 2026. The organization has made substantial investments in networking test equipment despite lack of ad revenue from this segment. |
Testing Equipment Security Infrastructure Investment |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
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| TICKER | COMMENTARY |
|---|---|
| AMZN | One company we own that we think has unique positioning to benefit from both the infrastructure and application layers is Amazon. Amazon's logistical prowess is one of the foremost moats in business today and it can and will be enhanced with AI. The company will do this in multiple ways, with better orchestration of its logistics assets and underlying cargo, as well as the buildout of more capable, sophisticated and robust robotics. Amazon is singularly well positioned to dominate the coordination layer, with AI's help, across its entire logistics network. |
| CSCO | It took Cisco, the leading provider of internet equipment and briefly the world's most valuable company, a quarter of a century and another technology bubble to regain its peak. |
| DELL | Companies currently expected to benefit from AI disruption (or at least the current phase of disruption) include data center-related companies (Oracle, Dell Technologies) |
| NVDA | AI bellwether NVIDIA's very strong set of earnings in late November helped the AI theme re-assert its dominance when investors breathed a sigh of relief following the results. |
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