Co-Analyst Research

Research Notes & Thematic Analysis

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

Alphabet's Top Competitors & Peers

Google's competitive landscape broken down, including comparisons to Apple, Microsoft, Meta, Amazon and more.

A competitive analysis of Apple vs. peers

Competitive analysis of Nvidia and comparison to top peers. Comparisons to AMD, Intel, Marvell, Broadcom and more.

Special purpose vehicles are used to enter into off balance sheet leasing agreements at Meta, Micron and others