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

What Does BigBear.ai (BBAI) Actually Do?
Company Deep-DiveUSA
BBAI US

What Does BigBear.ai (BBAI) Actually Do?

A plain-English deep dive into a defense-adjacent AI contractor: how it makes money, what changed recently, and what to track in SEC filings

Ondas Holdings (ONDS) Deep-Dive: What It Does and What to Track
Company Deep-DiveUSA
ONDS US

Ondas Holdings (ONDS) Deep-Dive: What It Does and What to Track

A plain-English map of Ondas’ private wireless + autonomous drone model, why it’s showing up in AI-infrastructure conversations, and a filings-first diligence checklist

What Does Rocket Lab (RKLB) Actually Do?
Company Deep-DiveUSA
RKLB US

What Does Rocket Lab (RKLB) Actually Do?

A plain-English deep dive into Rocket Lab’s launch + space systems model, where value accrues, and what to track in SEC filings

What Does AST SpaceMobile (ASTS) Actually Do?
Company Deep-DiveUSA
ASTS US

What Does AST SpaceMobile (ASTS) Actually Do?

A plain-English deep-dive into the direct-to-device satellite thesis, the MNO wholesale model, and what to track in SEC filings

What Does DISCO Corporation (6146.T) Actually Do?
Company Deep-DiveJapan
DSCSY US

What Does DISCO Corporation (6146.T) Actually Do?

A plain-English map of DISCO’s dicing/grinding business model, why tools matter, and what to track in EDINET filings