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Published research · Complete archive2026 · 3965 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
[AEP] American Electric Power Thesis 2026: Data Center Load Growth Anchors Record Capex Cycle
AEP
Sep 3, 2026
[TKR] Timken Thesis 2026: Industrial Motion Margin Premium Anchors Bearings Cycle Recovery
TKR
Sep 3, 2026
[MCW] Mister Car Wash Thesis 2026: Express Car Wash Subscription Network Compounder
MCW
Sep 3, 2026
[LNG] Cheniere Energy Thesis 2026: Stage 3 Corpus Christi Drives LNG Train Expansion
LNG
Sep 3, 2026
[NVDA] NVIDIA Thesis 2026: Data Center Becomes the Entire Business
NVDA
Sep 3, 2026
[MNR] Mach Natural Resources Thesis 2026: Mid Continent Gas Oil MLP Distribution Compounder
MNR
Sep 3, 2026
[MDGL] Madrigal Thesis 2026: Rezdiffra First-Mover in MASH Scales Toward Blockbuster
MDGLNVO

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