O'Dwyer Capital — Investment Briefs https://www.odwyercapital.com/thoughts.html Daily investment briefs on energy transition, emerging technology, and strategic materials from O'Dwyer Capital. en-us Emerging Tech Investment Brief — May 30, 2026 https://www.odwyercapital.com/emerging-tech-2026-05-30.html https://www.odwyercapital.com/emerging-tech-2026-05-30.html Sat, 30 May 2026 13:30:00 GMT Space infrastructure reaching inflection point with $74.54B LEO satellite market by 2035. Energy Transition Investment Brief — May 30, 2026 https://www.odwyercapital.com/energy-transition-2026-05-30.html https://www.odwyercapital.com/energy-transition-2026-05-30.html Sat, 30 May 2026 13:30:00 GMT Energy storage infrastructure becoming mission-critical with clear regulatory tailwinds. Materials Investment Brief — May 30, 2026 https://www.odwyercapital.com/materials-2026-05-30.html https://www.odwyercapital.com/materials-2026-05-30.html Sat, 30 May 2026 13:30:00 GMT Graphene heating films market expanding 50% to $1.51 billion by 2030.