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Published research · Complete archive2026 · 3552 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
[PRU] Prudential Financial Thesis 2026: PGIM Asset Management + Japan Stability Anchor Diversified Insurance Platform
PRU
Sep 3, 2026
[SLAB] Silicon Labs Thesis 2026: An IoT-SoC + Wireless-IoT + Matter Compounder
SLAB
Sep 3, 2026
[RGTI] Rigetti Computing Builds Quantum Franchise Through Superconducting Systems And Cloud
RGTI
Sep 3, 2026
FCF: FY25 Deep Dive
FCF
Sep 3, 2026
[OWL] Blue Owl Capital Thesis 2026: AUM Crosses Three Hundred Billion on Record Fundraise Year
OWL
Sep 3, 2026
[BANC] Banc of California Thesis 2026: Post-PacWest-Merger California Community-Bank Compounder
BANC
Sep 3, 2026
[NOC] Northrop Grumman Thesis 2026: B-21 Raider Production Ramp + Sentinel ICBM Restructuring + Space Systems Anchor 4-Segment Defense Prime
NOC

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