Blog

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

App Store AI Safety Pressure: An Investor Research Playbook

App Store AI Safety Pressure: An Investor Research Playbook

How to track advocacy demands, policy risk, and platform enforcement using filings, documents, and repeatable search workflows

AI-Powered Siri: What Apple’s Gemini Partnership Signals

AI-Powered Siri: What Apple’s Gemini Partnership Signals

A practical investor checklist for tracking model deals, ecosystem shifts, and the next wave of assistant monetization

What Does Rakuten Group (4755.T) Actually Do?

What Does Rakuten Group (4755.T) Actually Do?

A plain-English map of Rakuten’s ecosystem model (Internet Services, FinTech, Mobile) and what to track in EDINET disclosures

What Does Shin-Etsu Chemical (4063.T) Do in Silicon Wafers?

What Does Shin-Etsu Chemical (4063.T) Do in Silicon Wafers?

A deep-dive into the upstream wafer chokepoint, segment map, and a filings-first research checklist

What Does Nidec (6594.T) Actually Do? A Segment Deep-Dive

What Does Nidec (6594.T) Actually Do? A Segment Deep-Dive

A plain-English map of Nidec’s motor empire, why “Equipment” matters, and how to track it in EDINET filings

What Does BigBear.ai (BBAI) Actually Do?

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

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