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Software Stocks and AI Disruption Fears: Investor Playbook

Equity ResearchResearch

February 4, 2026

Software Stocks and AI Disruption Fears: Investor Playbook

How to evaluate “AI risk” claims, pressure-test seat-based pricing, and track what matters in filings using Alpha Analyst

Alphabet Q4 Earnings Preview: Google Cloud in Focus

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February 4, 2026

Alphabet Q4 Earnings Preview: Google Cloud in Focus

What “Azure-style” cloud scrutiny means, the metrics to watch, and how to prep a tighter earnings read-through

Salesforce, Inc. (CRM) vs Microsoft Corporation (MSFT): A Practical Comparison for Investors

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February 3, 2026

Salesforce, Inc. (CRM) vs Microsoft Corporation (MSFT): A Practical Comparison for Investors

A business-model-first framework to compare growth drivers, risks, and durability using filings

Netflix, Inc. (NFLX) vs The Walt Disney Company (DIS): A Practical Comparison for Investors

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February 3, 2026

Netflix, Inc. (NFLX) vs The Walt Disney Company (DIS): A Practical Comparison for Investors

A business-model, segment, and risk lens on streaming, sports, and experiences—plus a repeatable workflow to update your view each quarter

TSM VS ASML: A Clear Investor Comparison for 2026

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February 3, 2026

TSM VS ASML: A Clear Investor Comparison for 2026

Business models, moats, cycle drivers, and a practical diligence checklist for two semiconductor supply-chain giants

Mastercard (MA) VS Visa (V): An Analyst Comparison Playbook

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February 3, 2026

Mastercard (MA) VS Visa (V): An Analyst Comparison Playbook

Business model, revenue drivers, incentives, and research workflows to compare two payments giants in a repeatable way

SNDK upside after a 143% monthly rally: a research playbook

Company ResearchEquity Research0002023554

February 2, 2026

SNDK upside after a 143% monthly rally: a research playbook

How to sanity-check price targets, guidance, and risk in filings using Alpha Analyst

Unity stock after the gaming selloff: a research checklist

Equity Research

February 2, 2026

Unity stock after the gaming selloff: a research checklist

How to evaluate “world models” risk, ad-distribution upside, and what Jefferies’ take implies for Unity, Roblox, and AppLovin

VHUB Stock Surge Explained: A Research-First Breakdown

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February 2, 2026

VHUB Stock Surge Explained: A Research-First Breakdown

What moved VenHub Global today, what to verify next, and how to investigate it fast in Alpha Analyst

Silver Market Manipulation Claims: What Filings Actually Show

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February 1, 2026

Silver Market Manipulation Claims: What Filings Actually Show

A disclosure-driven report on spoofing history, settled cases, and how to investigate the next “crash” without conspiracies

Fed Chair Nomination News: What Hassett’s Comments Signal

TrendsUSA

January 31, 2026

Fed Chair Nomination News: What Hassett’s Comments Signal

A practical guide to tracking Fed leadership changes, confirmation risk, and market reactions using filings, search, and dashboards

Unity Stock Drop vs Google Project Genie: What It Means

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January 31, 2026

Unity Stock Drop vs Google Project Genie: What It Means

A research-first playbook for analyzing AI “world models,” competitive risk, and headline-driven drawdowns