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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
Can Ollie's maintain unit economics as it accelerates from 50 to 75+ stores per year?
OLLIFIVEDG
Mar 12, 2026
How reliable is Oracle's $553B RPO backlog when only 12% converts in 12 months?
ORCLMSFTAMZN
Mar 12, 2026
How does Oracle's debt-fueled capex compare to Meta and Microsoft's self-funded buildouts?
ORCLMETAMSFT
Mar 12, 2026
Which GPU and power infrastructure suppliers capture the most from Oracle's $39B capex surge?
ORCLNVDAAVGOVRTEQIXPWR
Mar 12, 2026
At what capex-to-revenue ratio does Oracle's infrastructure bet start destroying shareholder value?
ORCLMETAMSFTAMZN
Mar 12, 2026
Can OCI sustain 55% growth as AWS and Azure accelerate their AI infrastructure spend?
ORCLAMZNMSFTGOOGL
Mar 12, 2026
Which enterprise software vendors lose the most as Oracle shifts resources from apps to OCI?
ORCLCRMSAPWDAYNOW

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