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How Alpha Analyst is redefining investment research. Insights, team perspectives, and the latest on building AI for finance.

What Does Lasertec (6920.T) Actually Do?

What Does Lasertec (6920.T) Actually Do?

A plain-English map of its semiconductor inspection and measurement business, how revenue shows up, and what to track in the Annual Securities Report

Blackstone Stock Falls After Trump Targets Single-Family Homes

Blackstone Stock Falls After Trump Targets Single-Family Homes

What the January 7 selloff suggests about policy headline risk, housing narratives, and how to track the next catalyst

Moderna stock surge: what’s driving MRNA in 2026

Moderna stock surge: what’s driving MRNA in 2026

A catalyst checklist for JPM week, vaccine demand, and oncology data expectations

What Does Figma (FIG) Actually Do?

What Does Figma (FIG) Actually Do?

A plain-English walkthrough of Figma’s product suite, seat-based monetization, and the disclosures worth tracking in S-1/10-K filings

Nvidia Groq Deal: UBS View on AI Inference Chips

Nvidia Groq Deal: UBS View on AI Inference Chips

Why inference is splitting into GPU scale and SRAM-heavy accelerators, and what that means for Nvidia’s platform strategy

Silver Short Squeeze Claims Reviewed: What Public Filings Reveal About Bank of America and Citi's Exposure

Silver Short Squeeze Claims Reviewed: What Public Filings Reveal About Bank of America and Citi's Exposure

A filings-based review of Bank of America and Citi’s derivatives exposure, reporting nuances, and silver market positioning