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Published research · Complete archive2026 · 3106 notes

Archive

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

Sep 3, 2026

[T] AT&T Thesis 2026: Fiber + 5G Convergence Tests Post-Spinoff Strategic Refocus

Sep 3, 2026

[HPQ] HP Inc. Thesis 2026: AI PC Refresh Begins as Consumer Margins Stay Tight

Sep 3, 2026

[ADI] Analog Devices Thesis 2026: Industrial Inventory Reset Tests Automotive Mix Recovery

Sep 3, 2026

[PTGX] Protagonist Therapeutics Thesis 2026: Rusfertide Launch Meets the Oral IL-23 Royalty Stream

Sep 3, 2026

[SOBO] South Bow Compounds Pipeline Franchise Through Contracted Cash Flow And Liquids Marketing

Sep 3, 2026

[ROKU] Roku Thesis 2026: Platform Revenue Scales Toward Free Cash Flow Generation by 2028

Sep 3, 2026

[NXST] Nexstar Media Group Thesis 2026: Retrans Fees and a Midterm Political Year Carry the Largest Local-TV Group

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