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Published research · Complete archive2026 · 3155 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

[BE] Bloom Energy Thesis 2026: Datacenter Power Demand Drives Revenue Acceleration

Sep 3, 2026

[FCNCA] First Citizens Thesis 2026: SVB Franchise Stabilizes as Purchase Accounting Normalizes

Sep 3, 2026

[ST] Sensata Technologies Thesis 2026: Content-Per-Vehicle Sensing Plus Electrical Protection Through a Portfolio Reset

Sep 3, 2026

[DNTH] Dianthus Advances Biotech Franchise Through Complement Pipeline And Clinical Readouts

Sep 3, 2026

[KBR] KBR Inc Thesis 2026: A Government-Services-and-Sustainable-Technology Hybrid Rides Defense and Energy-Transition Demand

Sep 3, 2026

[R] Ryder System Thesis 2026: Supply Chain Solutions Drives Asset-Light Logistics Capital Return

Sep 3, 2026

[CHKP] Check Point Software Thesis 2026: AI Security Platform Subscription Growth Accelerates Billings

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