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Hudson Labs

Research Notes & Thematic Analysis

Co-Analyst-driven research on thematic trends, public companies and competitive landscapes.

Elon Musk — Prediction Scorecard
Deep Dive

Elon Musk — Prediction Scorecard

In honour of Tesla earnings, here is a list of predictions and promises made by Elon Musk since January 2019. We've included an indicator of which were achieved, which weren't and the eventual date of the outcome, if relevant.

Suhas Pai
Lowe’s Q2 2026 Earnings Preview: LOW Revenue, Guidance, Outlook
LOW

Lowe’s Q2 2026 Earnings Preview: LOW Revenue, Guidance, Outlook

Lowe’s Q2 2026 earnings preview: consensus revenue $26.2B, EPS $4.15, and focus on Pro segment and margin trends.

The Anatomy of a GPU: Value Chain Map
Deep DiveResearch

The Anatomy of a GPU: Value Chain Map

All the components of a GPU explained, with each component's supply chain ecosystem mapped

Suhas Pai
Walmart Q2 2026 Earnings Preview: WMT Guidance and Preview
WMT

Walmart Q2 2026 Earnings Preview: WMT Guidance and Preview

Walmart (WMT) Q2 2026 earnings preview covers guidance, consensus, and critical growth drivers like eCommerce and advertising.

Elon Musk Predictions & Outcomes: 2019 to 2026
TSLADeep Dive

Elon Musk Predictions & Outcomes: 2019 to 2026

Explore Elon Musk's Tesla predictions and see which came true by 2026, including FSD progress and Optimus outcomes.

Suhas Pai
Applied Materials Q3 2026 Earnings Preview: AMAT Guidance & Preview
AMAT

Applied Materials Q3 2026 Earnings Preview: AMAT Guidance & Preview

Applied Materials (AMAT) Q3 2026 earnings preview highlights strong revenue and EPS guidance, with focus on semiconductor growth and margin sustainability.

AI Replacing SaaS: 2026 Software Insourcing Trends
AI & Emerging TechnologiesTechPLTR+1

AI Replacing SaaS: 2026 Software Insourcing Trends

Major software firms like Palantir and GoDaddy are shifting from third-party SaaS to AI-powered internal solutions in 2026.

Kris Bennatti
AI-Driven Spending Reprioritization: IBM-style Commentary
IBMANETResearch+1

AI-Driven Spending Reprioritization: IBM-style Commentary

IBM, CDW, Arista Networks, and ServiceNow report major customer budget shifts driven by artificial intelligence infrastructure needs and expanding internal capabilities. Evidence of customer buying pattern changes tied to AI, new models, and data infrastructure.

Kris Bennatti
IBM Q2 Earnings Release

IBM Q2 Earnings Release

IBM reported $17.2B in Q2 2026 revenue with 1% YoY growth. Explore IBM's earnings, segment performance, and EPS highlights.

Buddy Wiseman-Barker