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Published research · Complete archive2026 · 3172 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
[TTMI] TTM Technologies Thesis 2026: Defense Backlog and Data Center Win Drive Revenue Inflection
TTMI
Sep 3, 2026
[APP] AppLovin Thesis 2026: AXON 2.0 AI Engine Drives Mobile Ad Tech Compounding
APP
Sep 3, 2026
[HRL] Hormel Foods Thesis 2026: Planters and SPAM Brand Mix Tests Protein Volume Recovery
HRL
Sep 3, 2026
SIMO Silicon Motion Technology Thesis 2026: Fabless Flash Controller Drives SSD eMMC UFS NAND Vendor Diversification
SIMO
Sep 3, 2026
[HIMS] Hims & Hers Compounds Telehealth Franchise Through Subscriber Growth And Category Expansion
HIMS
Sep 3, 2026
SBSI: FY25 Deep Dive
SBSI
Sep 3, 2026
[ARW] Arrow Electronics Thesis 2026: Components Distribution Cycle Drives Enterprise Computing Recovery
ARW

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