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Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

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

Six Companies Quietly Rewrote Their Risk Factors. Here Is the Before and After.

Six Companies Quietly Rewrote Their Risk Factors. Here Is the Before and After.

Compare 2026 SEC risk factor changes for 10x Genomics, Arthur J. Gallagher, NIKE, and more. See before/after language and material updates.

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Everyone Is Stretching Server Useful Life. Amazon Just Went the Other Way.

Everyone Is Stretching Server Useful Life. Amazon Just Went the Other Way.

Amazon (AMZN) shortened server useful life to 5 years, increasing 2025 depreciation by $1.4B. Meta (META) and others extended asset lives.

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Analog Devices Q3 2026 Earnings Preview: ADI Revenue Preview
ADI

Analog Devices Q3 2026 Earnings Preview: ADI Revenue Preview

Analog Devices (ADI) Q3 2026 earnings preview: consensus sees $3.9B revenue, 34% YoY growth, and strong AI/data center demand.

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Deere Q3 2026 Earnings Preview: DE Revenue, Guidance, Margins
DE

Deere Q3 2026 Earnings Preview: DE Revenue, Guidance, Margins

Deere & Company (DE) Q3 2026 earnings preview: modest revenue growth, margin pressures, and segment performance insights.

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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.

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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.

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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·