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Published research · Complete archive2026 · 3380 notes

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

Mar 12, 2026
Dell vs Supermicro: Head-to-Head on AI Server Revenue, Margins, and Backlog
DELLSMCI
Mar 12, 2026
AI Capex Value Chain: Comparing Margin Profiles Across Cloud, Server, and Component Layers
ORCLDELLSMCIVRT
Mar 12, 2026
Alcoa vs Century Aluminum: Side-by-Side in a Supply-Disrupted Market
AACENX
Mar 12, 2026
Off-Price Retail Scorecard: Ranking OLLI, FIVE, BURL, TJX, and ROST on Growth and Margins
OLLIFIVEBURLTJXROST
Mar 12, 2026
How do TJX and Ross's margins compare to Ollie's and Burlington as the off-price sector matures?
TJXROSTOLLIBURL
Mar 12, 2026
Which off-price retailer has the most runway: Ollie's at 559 stores or Five Below at 1,750+?
OLLIFIVEBURL
Mar 12, 2026
How do Alcoa and Century's cost curves compare as US smelter capacity ramps in 2026?
AACENX

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