Co-Analyst Research

Research Notes & Thematic Analysis

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

Promotional Statements & Superlatives

Cerebras Systems, Accenture, and others made bold superiority claims in 2026 earnings calls. See which companies lead in promotional statements.

Kris BennattiAug 19, 2026

Deep Dive

Executive departures from US public companies

Executive departures from US public companies between the period of April 1 - August 13 2026

Suhas PaiAug 18, 2026

Useful Live Changes: Servers, Networking, Data Centers

Meta, Amazon, Microsoft, and more updated server and data center useful lives in 2026. See which tech giants made changes and how it impacts their assets.

Kris BennattiAug 11, 2026

Deep DiveResearch

The Yen Carry Trade, Mapped

¥13.4tn of identifiable yen-denominated debt across 547 instruments — 384 JASDEC Samurai bonds and 163 SEC-reported facilities. An interactive map of the maturity wall, funding costs, rate benchmarks and disclosed underwriting behind the yen carry trade.

Suhas PaiAug 11, 2026