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Published research · Complete archive2026 · 3616 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

[RTX] RTX Thesis 2026: GTF Remediation Resolution + Defense Backlog Conversion Anchor Three-Pillar Recovery

Sep 3, 2026

[NBIS] Nebius Group Thesis 2026: Microsoft and Meta Anchor AI Cloud Infrastructure Build

Sep 3, 2026

[IDYA] IDEAYA Biosciences Thesis 2026: Synthetic-Lethality Precision-Oncology Compounder

Sep 3, 2026

[GFL] GFL Environmental Thesis 2026: Environmental Services Divestiture Funds Record Buyback Program

Sep 3, 2026

[GMED] Globus Medical Thesis 2026: Spine Trauma Cycle Drives NuVasive Integration Margin Recovery

Sep 3, 2026

[MSA] MSA Safety Thesis 2026: Fixed Gas Detection Recurring Revenue Anchors a Dividend Aristocrat

Sep 3, 2026

[EOG] EOG Resources Thesis 2026: Encino Utica Acquisition Integration + Capital Discipline Anchors Shale Returns Through Commodity Cycle

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