Research Library

Report Quanta Computer Inc. (2382) Company Report - 2026-06-17 companies/2382/reports/Quanta_2382_company_report_2026-06-17.html Jun 16, 2026 HTML / 43.3 KB

Report Asia Vital Components 3017 Company Report - June 16, 2026 companies/3017/reports/AVC_3017_company_report_2026-06-16.html Jun 16, 2026 HTML / 50.3 KB

Report Alchip Technologies 3661 Company Report - June 17, 2026 companies/3661/reports/alchip_3661_company_report_2026-06-17.html Jun 16, 2026 HTML / 54.5 KB

Report Torex Semiconductor (6616.T) - Preliminary Initiation companies/6616.T/reports/torex_6616_initiation_report.html Jun 8, 2026 HTML / 32.6 KB

Report Montage Technology Company Report | June 2026 companies/688008.SS/reports/montage_688008_company_report_2026-06-16.html Jun 16, 2026 HTML / 46.4 KB

Report AblePrint Technology Company Report | June 2026 companies/7734/reports/ableprint_7734_company_report_2026-06-18.html Jun 17, 2026 HTML / 44.4 KB Report AblePrint Technology Company Report | June 2026 companies/7734/reports/ableprint_7734_company_report_2026-06-17.html Jun 16, 2026 HTML / 44.2 KB

Report Phison 8299 | Initiating Coverage | Price, Volume or Mix? companies/8299.TPEX/reports/phison_8299_tpex_initiating_coverage_2026-08-02.html Aug 3, 2026 HTML / 61.5 KB Report Phison (TPEx: 8299) Q2 2026 Earnings Preview companies/8299.TPEX/reports/phison_8299_tpex_q2_2026_earnings_preview_2026-08-02.html Aug 3, 2026 HTML / 51.8 KB Report Phison Electronics Company Report companies/8299.TPEX/reports/phison_8299_tpex_company_report.html Jun 11, 2026 HTML / 37.9 KB Report Phison Electronics Company Report companies/8299.TPEX/reports/phison_8299_tpex_company_report.md Jun 11, 2026 MD / 8.0 KB

Report AAOI — valuing the $471m monthly revenue goal companies/AAOI/reports/aaoi_471m_monthly_target_valuation_2026-10-03.html Oct 3, 2026 HTML / 29.0 KB Report AAOI Company Report - Watchlist Refresh - 2026-07-29 companies/AAOI/reports/AAOI_company_report_2026-07-29.html Jul 30, 2026 HTML / 78.7 KB Report AAOI Company Report - Watchlist Underwrite - 2026-07-26 companies/AAOI/reports/AAOI_company_report_2026-07-26.html Jul 26, 2026 HTML / 71.9 KB Report AAOI Company Report - Watchlist Underwrite - 2026-06-17 companies/AAOI/reports/AAOI_company_report_2026-06-17.html Jun 16, 2026 HTML / 50.8 KB Report AAOI Q1 2026 Earnings Deep Dive companies/AAOI/reports/AAOI_Q1_2026_earnings_deep_dive_2026-06-15.html Jun 16, 2026 HTML / 58.4 KB Report AAOI Company Report - Watchlist Underwrite - 2026-06-15 companies/AAOI/reports/AAOI_company_report_2026-06-15.html Jun 16, 2026 HTML / 46.7 KB

Report Autodesk, Trimble & PTC — Industrial Software | October 5, 2026 companies/ADSK/reports/2026-10-05-industrial-software-adsk-trmb-ptc.html Oct 5, 2026 HTML / 1.1 MB

Report AEHR Q4/FY2026 Earnings Deep Dive | July 20, 2026 companies/AEHR/reports/AEHR_Q4_FY2026_earnings_deep_dive_2026-07-20.html Jul 20, 2026 HTML / 60.3 KB

Report AMKR Q2 2026 Earnings Deep Dive | July 27, 2026 companies/AMKR/reports/AMKR_Q2_2026_earnings_deep_dive_2026-07-27.html Jul 27, 2026 HTML / 66.6 KB

Report Amplitude (AMPL) Q2 2026 Pre-Earnings Preview — August 5, 2026 companies/AMPL/reports/AMPL_Q2_2026_earnings_preview_2026-08-05.html Aug 5, 2026 HTML / 25.5 KB Report Amplitude (AMPL) Initiating Coverage - June 4, 2026 companies/AMPL/reports/AMPL_initiating_coverage_2026-06-04.html Jun 4, 2026 HTML / 25.4 KB

Report APH Initiating Coverage | Preliminary Watchlist Underwrite companies/APH/reports/APH_initiating_coverage_2026-06-14.html Jun 14, 2026 HTML / 46.3 KB

Report ASAN Company Report | The AI Reacceleration Still Needs Proof companies/ASAN/reports/ASAN_company_report_2026-07-14.html Jul 14, 2026 HTML / 59.5 KB

Report Bloom Energy Q2 2026 | Earnings Deep Dive companies/BE/reports/BE_Q2_2026_earnings_deep_dive_2026-07-29.html Jul 29, 2026 HTML / 68.6 KB

Report BW: the 10x thesis and the 74% drawdown | October 3, 2026 companies/BW/reports/bw_10x_and_drawdown_2026-10-03.html Oct 3, 2026 HTML / 89.0 KB

Report CIEN Initiating Coverage | Watchlist Underwrite companies/CIEN/reports/CIEN_initiating_coverage_2026-06-11.html Jun 11, 2026 HTML / 52.4 KB

Report Cisco Q4 FY2026 Earnings Preview — August 12, 2026 companies/CSCO/reports/CSCO_Q4_FY2026_earnings_preview_2026-08-12.html Aug 12, 2026 HTML / 66.9 KB

Report Dynatrace (DT) Company Report - June 16, 2026 companies/DT/reports/DT_company_report_2026-06-16.html Jun 16, 2026 HTML / 33.3 KB

Report Dycom (DY) Q1 FY2027 Earnings Deep Dive companies/DY/reports/DY_earnings_deep_dive_Q1_FY2027_2026-06-18.html Jun 17, 2026 HTML / 56.8 KB Report DY Company Report | Watchlist Underwrite companies/DY/reports/DY_company_report_2026-06-17.html Jun 17, 2026 HTML / 54.9 KB Report DY Initiating Coverage | Watchlist Initiation companies/DY/reports/DY_initiating_coverage_2026-06-14.html Jun 14, 2026 HTML / 52.7 KB

Report EROC: a credible AI power ramp, with a much larger share base | October 3, 2026 companies/EROC/reports/eroc_ai_power_underwrite_2026-10-03.html Oct 3, 2026 HTML / 37.1 KB

Report Elastic (ESTC) Q4 FY2026 Earnings Deep Dive companies/ESTC/reports/estc_q4fy26_earnings_deep_dive.html Jun 3, 2026 HTML / 51.9 KB

Report Fabrinet (FN) Company Report - June 16, 2026 companies/FN/reports/FN_company_report_2026-06-16.html Jun 16, 2026 HTML / 39.6 KB

Report GlobalFoundries (GFS) Q2 2026 Earnings Deep Dive companies/GFS/reports/GFS_Q2_2026_earnings_deep_dive_2026-08-05.html Aug 5, 2026 HTML / 56.9 KB

Report GIL Company Report - June 16, 2026 companies/GIL/reports/GIL_company_report_2026-06-16.html Jun 16, 2026 HTML / 42.8 KB

Report HPE Company Report | June 2026 companies/HPE/reports/HPE_company_report_2026-06-16.html Jun 16, 2026 HTML / 46.9 KB

Report Jabil (JBL) Q3 FY2026 Earnings Deep Dive companies/JBL/reports/JBL_Q3_FY2026_earnings_deep_dive_2026-06-17.html Jun 17, 2026 HTML / 72.0 KB

Report KLIC Q3 FY2026 Pre-Earnings Preview | August 5, 2026 companies/KLIC/reports/KLIC_Q3_FY2026_earnings_preview_2026-08-05.html Aug 5, 2026 HTML / 28.0 KB Report KLIC Initiating Coverage | Watchlist Underwrite companies/KLIC/reports/KLIC_initiating_coverage_2026-06-08.html Jun 8, 2026 HTML / 34.3 KB

Report Legence (LGN) Q2 2026 Earnings Preview — August 12, 2026 companies/LGN/reports/LGN_Q2_2026_earnings_preview_2026-08-12.html Aug 12, 2026 HTML / 62.1 KB

Report Lumentum (LITE) Q4 FY2026 Earnings and Optical Architecture Decode companies/LITE/reports/LITE_Q4_FY2026_earnings_and_architecture_decode_2026-08-11.html Aug 11, 2026 HTML / 67.2 KB

Report META Q2 2026 Earnings Deep Dive | July 29, 2026 companies/META/reports/META_Q2_2026_earnings_deep_dive_2026-07-29.html Jul 29, 2026 HTML / 66.8 KB

Report MSFT FY2026 Q4 Earnings Deep Dive | July 29, 2026 companies/MSFT/reports/MSFT_Q4_FY2026_earnings_deep_dive_2026-07-29.html Jul 29, 2026 HTML / 67.1 KB

Report NBIS Company Report | Financing-gated growth companies/NBIS/reports/NBIS_company_report_2026-07-29.html Jul 30, 2026 HTML / 63.2 KB

Report NOK Investment Memo | Screen-Grade Underwrite companies/NOK/reports/NOK_investment_memo_2026-06-15.html Jun 15, 2026 HTML / 37.5 KB

Report Nutanix (NTNX) Initiating Coverage - Watchlist Initiation companies/NTNX/reports/NTNX_initiating_coverage_2026-06-04.html Jun 4, 2026 HTML / 31.0 KB Report Nutanix (NTNX) Q3 FY2026 Post-Earnings Deep Dive companies/NTNX/reports/ntnx_q3fy26_earnings_deep_dive.html Jun 3, 2026 HTML / 54.8 KB

Report nVent Electric (NVT) Q2 2026 Post-Earnings Deep Dive companies/NVT/reports/NVT_Q2_2026_earnings_deep_dive_2026-07-31.html Jul 31, 2026 HTML / 77.3 KB Report NVT Company Report - June 16, 2026 companies/NVT/reports/NVT_company_report_2026-06-16.html Jun 16, 2026 HTML / 43.1 KB

Report ORCL Company Report | Demand Is Proved. Returns Are Not. companies/ORCL/reports/ORCL_company_report_2026-07-13.html Jul 13, 2026 HTML / 70.9 KB

Report Powell Industries (POWL) Fiscal Q3 2026 Post-Earnings Deep Dive — Pre-Call companies/POWL/reports/POWL_Q3_FY2026_earnings_deep_dive_pre_call_2026-08-03.html Aug 3, 2026 HTML / 88.9 KB

Report PPIH Initiating Coverage - Watchlist Underwrite companies/PPIH/reports/PPIH_initiating_coverage_2026-06-04.html Jun 4, 2026 HTML / 32.0 KB

Report Qualys (QLYS) Company Report - Quality Watchlist With Reacceleration Test companies/QLYS/reports/QLYS_company_report_2026-06-18.html Jun 18, 2026 HTML / 39.8 KB

Report Sanmina (SANM) Q3 FY2026 Company Report and Earnings Deep Dive companies/SANM/reports/SANM_Q3_FY2026_company_report_and_earnings_deep_dive_2026-08-03.html Aug 3, 2026 HTML / 86.8 KB Report SANM Peer Valuation Comps | June 2026 companies/SANM/reports/SANM_peer_valuation_comps_2026-06-15.html Jun 15, 2026 HTML / 23.5 KB Report SANM Initiating Coverage | Watchlist Underwrite companies/SANM/reports/SANM_initiating_coverage_2026-06-15.html Jun 15, 2026 HTML / 41.8 KB

Report SolarEdge (SEDG) Company Report | Watchlist Underwrite companies/SEDG/reports/SEDG_company_report_2026-06-15.html Jun 15, 2026 HTML / 50.2 KB Report SolarEdge (SEDG) Initiating Coverage | Watchlist Underwrite companies/SEDG/reports/SEDG_initiating_coverage_2026-06-08.html Jun 8, 2026 HTML / 33.1 KB

Report SHLS Company Report - Watchlist Underwrite - 2026-06-15 companies/SHLS/reports/SHLS_company_report_2026-06-15.html Jun 15, 2026 HTML / 43.4 KB Report SHLS Initiating Coverage - Watchlist Underwrite companies/SHLS/reports/SHLS_initiating_coverage_2026-06-08.html Jun 8, 2026 HTML / 43.7 KB

Report Supermicro (SMCI) Q4 FY2026 Earnings Deep Dive companies/SMCI/reports/SMCI_Q4_FY2026_earnings_deep_dive_2026-08-11.html Aug 11, 2026 HTML / 64.7 KB Report SMCI Company Report - June 16, 2026 companies/SMCI/reports/SMCI_company_report_2026-06-16.html Jun 16, 2026 HTML / 40.5 KB

Report SMTC Company Report - June 16, 2026 companies/SMTC/reports/SMTC_company_report_2026-06-16.html Jun 16, 2026 HTML / 36.4 KB

Report SNPS Company Report - June 18, 2026 companies/SNPS/reports/SNPS_company_report_2026-06-18.html Jun 18, 2026 HTML / 45.5 KB

Report TEAM Company Report | A Real Reset, a Conditional Setup companies/TEAM/reports/TEAM_company_report_2026-07-13.html Jul 13, 2026 HTML / 68.4 KB

Report Tenable (TENB) Company Report - Exposure Management Watchlist companies/TENB/reports/TENB_company_report_2026-06-18.html Jun 18, 2026 HTML / 40.1 KB Report Tenable (TENB) Initiating Coverage - Watchlist Initiation companies/TENB/reports/TENB_initiating_coverage_2026-06-04.html Jun 4, 2026 HTML / 28.8 KB

Report TOYO Co., Ltd. (Nasdaq: TOYO) Company Report - June 2026 companies/TOYO/reports/toyo_nasdaq_company_report_2026-06-19.html Jun 18, 2026 HTML / 37.4 KB

Report Nasdaqgs Ttmi Q2 2026 2026 08 05 10 Q companies/TTMI/reports/evidence/NasdaqGS-TTMI_Q2_2026_2026-08-05_10-Q.pdf Aug 5, 2026 PDF / 820.8 KB Report Nasdaqgs Ttmi Q2 2026 2026 08 05 Slides companies/TTMI/reports/evidence/NasdaqGS-TTMI_Q2_2026_2026-08-05_slides.pdf Aug 5, 2026 PDF / 958.2 KB Report Nasdaqgs Ttmi Q2 2026 2026 08 05 Report companies/TTMI/reports/evidence/NasdaqGS-TTMI_Q2_2026_2026-08-05_report.pdf Aug 5, 2026 PDF / 91.2 KB Report TTMI Q2 2026 Pre-Earnings Preview companies/TTMI/reports/2026-08-05_TTMI_Q2-2026_earnings-preview.html Aug 5, 2026 HTML / 22.4 KB Report Nasdaqgs Ttmi Q1 2026 2026 04 29 Slides companies/TTMI/reports/evidence/NasdaqGS-TTMI_Q1_2026_2026-04-29_slides.pdf Aug 5, 2026 PDF / 1.3 MB Report Nasdaqgs Ttmi Q1 2026 2026 04 29 Report companies/TTMI/reports/evidence/NasdaqGS-TTMI_Q1_2026_2026-04-29_report.pdf Aug 5, 2026 PDF / 716.0 KB

Report Ultra Clean (UCTT) Q2 2026 Earnings Deep Dive companies/UCTT/reports/UCTT_Q2_2026_earnings_deep_dive_2026-08-04.html Aug 4, 2026 HTML / 77.2 KB

Report Ubiquiti (UI): Company Report, Drawdown Analysis and Reacceleration Test companies/UI/reports/UI_company_report_2026-08-12.html Aug 12, 2026 HTML / 68.5 KB

Report VIAV Company Report | Watchlist companies/VIAV/reports/VIAV_company_report_2026-06-12.html Jun 11, 2026 HTML / 37.4 KB Report VIAV Initiating Coverage | Watchlist Initiation companies/VIAV/reports/VIAV_initiating_coverage_2026-06-12.html Jun 11, 2026 HTML / 36.4 KB

Report WAY Initiating Coverage | Cheap Cash Flow, Expensive Proof companies/WAY/reports/WAY_initiating_coverage_2026-07-13.html Jul 13, 2026 HTML / 62.1 KB

Workbook Ai 800V Dc Buildout Thematic Stock Universe themes/AI_800V_DC_Buildout/workbooks/ai_800v_dc_buildout_thematic_stock_universe.xlsx Jun 15, 2026 XLSX / 115.0 KB

Workbook Ai Buildout 10X 2026 10 03 themes/AI_Buildout_10x/workbooks/ai_buildout_10x_2026-10-03.xlsx Oct 3, 2026 XLSX / 94.8 KB Report AI buildout: the 10× share-price hurdle | October 2026 themes/AI_Buildout_10x/reports/ai_buildout_10x_2026-10-03.html Oct 3, 2026 HTML / 464.9 KB

Report Global AI Knowledge-Work TAM — 20% Job Displacement Scenario themes/AI_Engineering_TAM/reports/AI_global_knowledge_work_LLM_harness_TAM_2026-07-26.html Jul 26, 2026 HTML / 184.6 KB Report Global AI Knowledge-Work TAM — 20% Job Displacement Scenario themes/AI_Engineering_TAM/reports/AI_global_knowledge_work_LLM_harness_TAM_2026-07-25.html Jul 25, 2026 HTML / 102.1 KB Report AI Engineering TAM — When Every Engineer Becomes an AI Pilot themes/AI_Engineering_TAM/reports/AI_engineering_LLM_harness_TAM_2026-07-25.html Jul 25, 2026 HTML / 56.8 KB

Report Asia PCB Manufacturers — Investment Report | 3 August 2026 themes/Asian_PCB_Manufacturers/reports/asian_pcb_manufacturers_investment_report_2026-08-03.html Aug 3, 2026 HTML / 86.8 KB

Workbook Ccl Abf Substrate Thematic Stock Universe themes/CCL_ABF_Substrate/workbooks/CCL_ABF_Substrate_Thematic_Stock_Universe.xlsx May 4, 2026 XLSX / 59.0 KB

Workbook Cpo Thematic Equities Research themes/CPO/workbooks/cpo_thematic_equities_research.xlsx May 4, 2026 XLSX / 19.7 KB

Workbook Datacenter Construction Screen 2026 10 03 themes/Datacenter_Construction/workbooks/datacenter_construction_screen_2026-10-03.xlsx Oct 3, 2026 XLSX / 71.1 KB

Workbook Japan Ai Boom Thematic Stock Universe themes/Japan_AI_Boom/workbooks/japan_ai_boom_thematic_stock_universe.xlsx Jun 15, 2026 XLSX / 118.6 KB

Workbook Korea Ai Boom Thematic Stock Universe themes/Korea_AI_Boom/workbooks/korea_ai_boom_thematic_stock_universe.xlsx Jun 14, 2026 XLSX / 88.4 KB

Workbook Taiwan Ai Boom Thematic Stock Universe themes/Taiwan_AI_Boom/workbooks/taiwan_ai_boom_thematic_stock_universe.xlsx Jun 15, 2026 XLSX / 186.0 KB

Workbook Us Ai Boom Thematic Stock Universe themes/US_AI_Boom/workbooks/us_ai_boom_thematic_stock_universe.xlsx Jun 15, 2026 XLSX / 210.2 KB