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

What Does Lam Research (LRCX) Actually Do?
Company Deep-DiveUSA
LRCX US

What Does Lam Research (LRCX) Actually Do?

A plain-English map of Lam’s wafer-fab equipment business, how revenue splits between systems and services, and what to track in SEC filings

What Does McDonald’s (MCD) Actually Do?
Company Deep-DiveUSA
MCD US

What Does McDonald’s (MCD) Actually Do?

A plain-English map of McDonald’s franchising + real estate model, where earnings come from, and what to track in SEC filings

What Does RTX (RTX) Actually Do?
Company Deep-DiveUSA
RTX US

What Does RTX (RTX) Actually Do?

A plain-English map of RTX’s aerospace-and-defense engine, where earnings come from, and what to track in SEC filings

What Does Shopify (SHOP) Actually Do?
Company Deep-DiveUSA
SHOP US

What Does Shopify (SHOP) Actually Do?

A plain-English map of Shopify’s commerce platform, how revenue is split, and what to track in SEC filings

What Does Meta (META) Actually Do?
Company Deep-DiveUSA
META US

What Does Meta (META) Actually Do?

A plain-English map of Meta’s two segments and how ads fund long-term bets in AI, wearables, and mixed reality

Meta acquires Manus for $2B: what it means for AI agents
Equity ResearchTrendsUSA
META US

Meta acquires Manus for $2B: what it means for AI agents

A practical investor-focused breakdown of the deal, the AI agent business model, and what to track next