Research Library
Research Library
What has the desk WRITTEN? The durable record — Briefs, Articles, and Deep dives; the current tape read lives in Scans. Brief rows open the composed single-page edition. Profiles keep their living row badge inside Deep dives; Investigations and Conviction documents remain in All.
Aug 8 Commentary The bubble question against the tape: yen intervention, Korea's two charts, and where the classic templates fail
Aug 5 Deep dive Arista Beats on Both Lines and Raises the Year — AI Networking Growth Is Accelerating, Not Slowing
Aug 3 Commentary 2026 IPO-issuance-broadening monitor — reading #2 (July): gate stays YELLOW, but the speculative tail has started to re-form
Jul 26 Article Memory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter
Jul 13 Commentary Vertical: Biotech Capital Cycle — the theme is confirmed; the question is now entries
Jul 8 Article The Unwind Is Washing Out Our Picks-and-Shovels Lanes While Their Fundamentals Inflect Up
Jul 6 Investigation Investigation — SK Hynix debuts on Nasdaq as SKHY (~Jul 10): what a record $29.4B ADR means, the wonky Seoul tape, and why the HBM monopoly is US-listing at all
Jul 6 Investigation Investigation — the AI buildout has two physical layers, and the market prices them very differently
Jul 6 Investigation Investigation — Zoom (ZM): Anthropic-stake re-rating vs a flat-revenue cash cow — decomposing the 2026 round-trip
Jul 6 Article SK Hynix Lists on Nasdaq as SKHY: the HBM Monopoly's Record ADR, the Wonky Seoul Tape, and Why It's US-Listing at All
Jul 3 Commentary Deep-read queue: OUST 424B5, NET Class C split, QBTS NSF grant - the filings behind today's composites
Jul 1 Commentary 2026 IPO-issuance-broadening monitor — reading #1 (H1 close): regime-top gate stays YELLOW; issuance elevated but concentrated, not broadening
Jun 30 Commentary Obesity/GLP-1 vertical: the next-gen trade is an AI-discovery + tools barbell, not a pure drug-developer bet
Jun 25 Investigation Investigation — Quantum-compute cohort first-pass triage — real-vs-vaporware across the 7 pure-plays (IONQ RGTI QBTS QUBT INFQ ARQQ LAES)
Jun 18 Investigation Investigation — China structural-discount — VIE/CCP/macro triptych: a multiple problem, not an earnings problem
Jun 18 Investigation Investigation — FAU / CPO bottleneck layer — FOCI / HIMX / Nextronics coverage + Serenity forward-call calibration
Jun 17 Investigation Investigation — SpaceX deal-confirmed forced-flow reconciliation + June-18 index-inclusion pre-position
Jun 17 Investigation Investigation — SpaceX post-IPO study — 4% float melt-up vs the dated staggered-lockup overhang
Jun 16 Investigation Investigation — Spruce Pine high-purity quartz (HPQ) monopoly — is the single-point-of-failure thesis real, and is there any listed trade or only a risk map?
Jun 5 Investigation Investigation — Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
Jun 5 Investigation Investigation — Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
Jun 4 Investigation Investigation — Beef supply-shock / protein-rotation complex — hurt-vs-alternative map; the rotation is NOT in the tape yet (whole complex sold off together)
Jun 4 Investigation Investigation — Screwworm catalyst confirmed — reopening the retired cattle-disease/beef thesis; ELAN is the named-product play
Jun 3 Investigation Investigation — AI mega-IPO macro-buffer check — is the system's absorptive capacity actually drained?
Jun 3 Investigation Investigation — Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
Jun 3 Investigation Investigation — Nearline HDD storage chokepoint — demand corroborated, supply chain mapped, durable vs bubble and coverage decision
Jun 3 Investigation Investigation — SpaceX net-flow model — forced passive index demand vs staggered lockup supply (parametric)
Jun 2 Investigation Investigation — AI mega-IPO issuance-surge base rate — does an IPO wave at all-time highs predict a market top
Jun 2 Investigation Investigation — Large IPO winners — the positive base rate: which big IPOs did NOT drop for a decade, and what they shared
Jun 2 Investigation Investigation — xAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook
May 29 Investigation Investigation — KMT FY2025 10-K + FY26 Q3 10-Q segment / customer / OCF / capex primary read
May 25 Investigation Investigation — Optical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration
Sector Coverage
Library coverage, not a market signal: whether we have enough perspective work, trace maps, and tracked tickers to understand a new sector move without starting cold · snapshot .
Needs follow-up: Optical/Photonics, Consumer Staples, Agriculture/Food, Communication Services, Crypto, Real Estate. Status uses the perspective and trace counts on each tile; ticker count sizes the roster only.