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Published research · Complete archive2026 · 3031 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026
[GOOGL] Alphabet Thesis 2026: Cloud Margin Crosses Profitability Threshold, Capex Surges
GOOGL
Sep 3, 2026
[PLTR] Palantir Thesis 2026: AIP US Commercial Crosses $1B as Enterprise AI Platform Adoption Inflects
PLTR
Sep 3, 2026
[CB] Chubb Limited Thesis 2026: Underwriting Discipline + Premium Pricing Cycle Anchor Industry-Leading Combined Ratio
CB
Sep 3, 2026
[DTM] DT Midstream Thesis 2026: A Natural-Gas-Midstream Compounder Rides AI-Data-Center-Power and LNG-Export
DTM
Sep 3, 2026
[FE] FirstEnergy Thesis 2026: Data Center Pipeline Anchors Record Long-Cycle Capex Commitment
FE
Sep 3, 2026
[MCK] McKesson Thesis 2026: GLP-1 Distribution Volume Anchors Pharmaceutical Cycle
MCK
Sep 3, 2026
[IAG] IAMGOLD Thesis 2026: Côté Gold Ramp Drives Essakane Production Capital Return
IAG

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