Co-Analyst Research

Research Notes & Thematic Analysis

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

Microsoft Extended Server Useful Life From 4 to 6 Years. Here's What It Did to Margins.

Microsoft (MSFT) extended server useful life to 6 years, raising gross margin by 2 points in FY2024. Learn how this change affects MSFT's financials.

Jul 30, 2026

Oracle Has $260B of Data Center Leases Off Its Balance Sheet. It Is Not Alone.

Oracle (ORCL) has $260B in off-balance sheet data center lease commitments in 2026, far surpassing Meta, Alphabet, and Broadcom.

Jul 30, 2026

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.

Jul 30, 2026

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.

Jul 27, 2026

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.

Jul 27, 2026

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 PaiJul 27, 2026

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.

Jul 27, 2026

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 PaiJul 27, 2026

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.

Jul 27, 2026