Blog

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

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

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
Equity Research
TSM US
ASML US

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
Equity Research
MA US
V US

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 Research
SNDK US

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 Drop vs Google Project Genie: What It Means
Equity ResearchResearch
U-R TB
GOOW US

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