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Published research · Complete archive2026 · 3626 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
[NEM] Newmont Thesis 2026: Newcrest Synergies + Divestiture Program Completion + Gold Price Strength Anchor Capital Return Normalization
NEM
Sep 3, 2026
[MDLN] Medline Thesis 2026: Post-IPO Hospital Supply Distribution Drives Scale Economics
MDLN
Sep 3, 2026
[PRO] PROS Holdings Compounds AI Pricing And CPQ SaaS Through Travel Recovery Cycle
PRO
Sep 3, 2026
[IONQ] IonQ Inc. Thesis 2026: Trapped-Ion Quantum Computing Tests Enterprise Commercial Cycle
IONQ
Sep 3, 2026
[VIAV] Viavi Solutions Thesis 2026: Network Service Enablement Cycle Drives Optical Security Recovery
VIAVSPT
Sep 3, 2026
[ACMR] ACM Research Compounds Semiconductor Franchise Through Wafer Equipment And China Demand
ACMR
Sep 3, 2026
[HD] Home Depot Thesis 2026: SRS Distribution Integration Tests Pro Channel Expansion Bet
HD

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