Catalysts
Blackstone acquired a 49% stake in Rowan Digital Infrastructure at a reported $3.8 billion valuation excluding debt. We are launching primary research to determine whether Rowan's power-first model can convert development-stage pipeline into contracted revenue at scale.
Catalysts
We are launching primary research to evaluate whether Blackline Safety's G8 platform transition will accelerate recurring revenue growth or expose execution risk that the $9.00 take-private price fails to compensate minority shareholders for.
We are launching primary research to determine whether Samsung's record Q1 profit reflects a sustainable structural shift in memory economics or the peak of a cyclical price spike that will compress in the second half of 2026.
Dollar Tree's multi-price strategy delivered 5% comps and 150bps of gross margin expansion, but guidance came in below consensus. We are launching primary research, including up to 50 store manager checks across legacy and Multi-Price 3.0 locations, to determine which signal the market should trust.
Catalysts
We are launching primary research to determine whether Nvidia's $1 trillion order disclosure represents firm purchase commitments from hyperscalers or flexible demand signals vulnerable to macro pressure, capex rationalisation, or competitive substitution.
Woozle is launching primary research to assess how Meta's 20% cut to it's workforce will impact it's core adveritising revenues.
Adobe: Can AI-First ARR Replace a Once-in-a-Generation CEO?
Catalyst research post on Roark Capital's potential ~$2B IPO of Inspire Brands (Dunkin', Arby's, Jimmy John's, Sonic, Buffalo Wild Wings, Baskin-Robbins)
We are launching primary research to determine whether Campbell's deteriorating snacks business reflects a transient consumer pullback or a structural loss of shelf space and brand relevance that the current management team cannot reverse.
Catalysts
JPMorgan downgraded Mercado Libre to Neutral even as the company posted 45% Q4 revenue growth and record buyer engagement across Latin America. The debate is whether deliberate margin compression is an investment cycle or a permanent reset.
Catalysts
We are launching primary research to determine whether Dollar General's operational turnaround can sustain momentum through an oil-driven cost shock that threatens to squeeze the very low-income consumer the company depends on most.
Catalysts
UiPath beat on every metric, posted its first full year of GAAP profitability, and still fell 8%. The question is whether the market is right to doubt the forward narrative.