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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?

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

What Does Rocket Lab (RKLB) Actually Do?

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?

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?

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

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

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

What Does Citigroup (C) Actually Do?

What Does Citigroup (C) Actually Do?

A plain-English map of Citi’s profit engines, how a global bank makes money, and what to track in 10-K/10-Q filings

What Does Hitachi (6501.T) Actually Do?

What Does Hitachi (6501.T) Actually Do?

A plain-English map of Hitachi’s Social Innovation model, its core segments, and what to track in EDINET filings