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Published research · Complete archive2026 · 3355 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Apr 10, 2026
DRAM Prices Up 90% With 2-Year Backlogs — Why MU Wins the AI Memory Crunch
MUNVDAWDCAVGOAMDAMAT
Apr 10, 2026
AI Is Replacing High-Paid Jobs — MSFT Tops 6 Enterprise Stocks Ranked to Capture the Windfall
MSFTGOOGLAMZNCRMADBEINTU
Apr 10, 2026
CFTC vs. Illinois: Why IBKR, CME, and DKNG Are the Prediction Market Winners
JPMCMEDKNGHOODIBKRCOIN
Apr 10, 2026
IPCC Climate Deadlock Boosts XOM — and Puts NEE and TSLA on the Wrong Side
NEEXOMTSLA
Apr 10, 2026
CVX Venezuela Sanctions Lifted: Could Chevron Unlock a $2B Free Cash Flow Boost?
CVXUSO
Apr 10, 2026
Ukraine Aid Surge: Why LMT, RTX, CAT and PWR Are Primed for a Revenue Windfall
NOCBARTXLMTCATPWR
Apr 10, 2026
Strait of Hormuz Oil Rally: XOM, CVX Gain While CAT and F Face Cost Hit
XOMCVXOXYCOPCATF

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