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Published research · Complete archive2026 · 3140 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
[MPWR] Monolithic Power Systems Thesis 2026: Enterprise Data Revenue Inflects on AI Infrastructure
MPWR
Sep 3, 2026
[EQPT] EquipmentShare Compounds Rental Franchise Through Fleet Expansion And Construction Demand
EQPT
Sep 3, 2026
[ERIC] Ericsson Thesis 2026: 5G RAN Recovery Drives Cloud Software Services Mix Expansion
ERIC
Sep 3, 2026
[INTC] Intel Thesis 2026: 18A Node Yield Is the Make-or-Break for the Foundry Pivot
INTC
Sep 3, 2026
[DB] Deutsche Bank Thesis 2026: Capital Returns Test Investment Banking Recovery Cycle
DB
Sep 3, 2026
[FBNC] First Bancorp Thesis 2026: Carolinas-Community-Bank Compounder Rides Southeast Growth
FBNC
Sep 3, 2026
[HAS] Hasbro Thesis 2026: Magic the Gathering and Wizards Pivot Tests Toy Industry Reset
HAS

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