Industry Research
Compute Infrastructure Commitments: Leases, Capex Signals, Supplier Risk
A practical filing-mining playbook to uncover the real cost and bottlenecks behind AI scaling
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How Alpha Analyst is redefining investment research. Insights, team perspectives, and the latest on building AI for finance.
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Company Deep-Dive
AMGN US
Amgen (AMGN) Deep Dive: Products, Pipeline, and Key Risks
A practical equity-research playbook for underwriting the next leg of growth, margin durability, and biosimilar exposure
Company Deep-Dive
DKILY US
Daikin Industries (6367): A Deep-Dive Equity Research Playbook
Business model, segment drivers, key risks, and how to build a thesis faster in Alpha Analyst
Company Deep-DiveBridgestone Corporation
Bridgestone (5108): Deep Dive on Segments, Strategy, and Risks
A fundamentals-first breakdown of how the tire leader makes money, what’s changing in 2024–2026, and what to monitor next
Company Deep-Dive
PCRFF US
Panasonic (6752) Deep Dive: Segments, Strategy, and Key Watch Items
A filing-driven look at Panasonic Holdings’ business mix, portfolio moves, and the debates that matter for investors
Company Deep-Dive
GILD US
Gilead Sciences (GILD) Deep Dive: Business, Moats, and Key Risks
A practical investor framework for underwriting Gilead’s HIV-led cash flows, oncology optionality, and policy-driven headwinds
Company Deep-Dive
AMAT US
Applied Materials (AMAT) deep dive: segments, cycle drivers, and risks
A fundamentals-first playbook for underwriting the leading wafer fab equipment franchise
