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Published research · Complete archive2026 · 3177 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
[TTE] TotalEnergies Thesis 2026: Record Capital Return Program, ADR Listing Terminated
TTE
Sep 3, 2026
[DLR] Digital Realty Trust Thesis 2026: AI Infrastructure Demand Cycle Drives Hyperscaler Bookings Acceleration
DLR
Sep 3, 2026
[PSTG] Pure Storage Thesis 2026: AI Training Demand Reshapes the Storage Addressable Market
PSTG
Sep 3, 2026
[POWI] Power Integrations Thesis 2026: A High-Voltage Analog-IC Compounder Rides EV-and-Fast-Charge Adoption
POWI
Sep 3, 2026
[MRCY] Mercury Systems Thesis 2026: A Defense-Electronics Turnaround Rides Radar and Electronic-Warfare Backlog Conversion
MRCY
Sep 3, 2026
[AAUC] Allied Gold Compounds Mining Franchise Through West Africa Production And Gold Price
AAUC
Sep 3, 2026
SNDL: FY25 Deep Dive
SNDL

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