Independent research and analysis of global technology companies, providing investors with deep insights, valuation perspectives, and high-conviction ideas.

Dell (DELL) Initiation of Coverage

China Automotive Market and XPeng

Market Valuation & Featured Coverage Update (September 13, 2026)

Oracle (ORCL) Post Q3 2026 Investment Memo

Market Valuation & Featured Coverage Update (September 6, 2026)

Broadcom (AVGO) Post Q3 2026 Investment Memo

US Credit Market Update

Market Valuation & Featured Coverage Update (August 29, 2026)

Marvell (MRVL) Post Q2 2026 Investment Memo

NVIDIA (NVDA) Post Q2 2026 Investment Memo

Coherent (COHR) Initiation of Coverage

XPeng (XPEV) Post Q2 2026 Investment Memo