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Published research · Complete archive2026 · 3564 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
[CORZ] Core Scientific Thesis 2026: CoreWeave HPC Hosting Contracts Reshape the Bitcoin Miner
CORZ
Sep 3, 2026
[PFGC] Performance Food Group Thesis 2026: Cheney Brothers Integration Scales Independent Restaurant Channel
PFGC
Sep 3, 2026
AWI Armstrong World Industries Thesis 2026: Mineral Fiber Ceilings Drive Architectural Specialties Margin Expansion
AWI
Sep 3, 2026
[FA] First Advantage Thesis 2026: Post-Sterling-Merger Background-Screening Compounder
FA
Sep 3, 2026
[RNST] Renasant Corporation Thesis 2026: A Southeast-US Community-Bank Compounder Rides First-Bancshares-Merger
RNST
Sep 3, 2026
[TS] Tenaris Thesis 2026: OCTG Premium Pipe Demand Drives Permian Drilling Cycle
TS
Sep 3, 2026
[QBTS] D-Wave Quantum Builds Computing Franchise Through Annealing Systems And Quantum Cloud
QBTS

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