67 Reports

Latest Reports

DELAYED

You're viewing the public version. Create a free account to unlock all features including latest reports, personalized watchlists, and advanced filters.

Investigative Analysis March 5, 2026

When Oil Burns, Solar Rises

Here's the thing about fossil fuel crises: they keep happening. And every single time, the same playbook runs. Oil spikes.... Read More

Investigative Analysis March 4, 2026

Private Capital’s $32 Trillion Reckoning: The Illiquidity Trap, the AI Catalyst, and What Breaks Next

Private capital is no longer an "alternative." It's half the global credit system. With AUM north of $22 trillion and... Read More

Playbook February 17, 2026

Coinbase (COIN): Priced for 2022, Built for 2026 – A Crypto Bear Market Playbook

Coinbase (COIN) is the dominant U.S.-regulated crypto exchange, and it has legitimately rebuilt its revenue base, but the stock is... Read More

Deep Dive February 6, 2026

Amazon Q4 2025: The $200B AI Infrastructure Regime and the Hidden Profit Engines Wall Street Is Mispricing

Amazon posted $213.4B in revenue and $25B in operating income, and still got punished. The market is fixated on a... Read More

Semiconductor Equipment January 26, 2026

Intel’s Make-or-Break Moment: 18A Technology, Competitive Positioning, and the Path to Foundry Leadership

Intel stands at the inflection point of its 56-year history. The 18A process node is either the foundation of a... Read More

M&A Playbook January 8, 2026

Skyworks-Qorvo: The $22B RF Merger – Arb the Spread or Own the Synergy

Skyworks and Qorvo are combining in a $22B defensive merger to create the largest U.S.-based pure-play RF semiconductor company. Two... Read More

Deep Dive December 23, 2025

CoreWeave (CRWV): AI Neocloud Leader With Blackwell First-Mover Edge – and a Big Execution/Leverage Overhang

CoreWeave (CRWV) is an AI neocloud scaling quickly, but the stock is trading on execution and leverage, not demand. In... Read More

Investigative Analysis December 13, 2025

Robinhood in a Low-Volume Market: What Slower Trading Means for HOOD and the Market

Sequentially, trading activity rolled over across almost every asset class. Equities and options saw sharp month-over-month drops, crypto cooled, and... Read More

Investigative Analysis December 5, 2025

The $105 Billion AI Bet: Is Oracle’s Bond Market Stress a Systemic Risk?

Oracle’s credit risk has sharply repriced, with its 5-year CDS spiking to the highest level since 2009—roughly tripling from mid-year—as... Read More

Application Software & SaaS December 4, 2025

Salesforce After Q3 FY26 Earnings: High-Margin AI Platform, Solid Growth

Salesforce delivered a quarter that was operationally excellent but not growth-explosive: Revenue around $10.3B, growing high single digits year-on-year. Non-GAAP... Read More

Investigative Analysis December 3, 2025

NVIDIA Buybacks: A Frank Assessment of Value, Signal, and Risk

NVIDIA’s buybacks do create shareholder value — just not in the dramatic, thesis-driving way some bulls think, nor in the... Read More

Investigative Analysis December 1, 2025

The Data Center Cooling Trade: Who Wins After the CME Outage

When a single overheated facility can shut down one of the world’s most important futures exchanges, “data center cooling” stops... Read More

12 3…6 Next →