Independent equity research on global technology companies, including investment memos, valuation updates and market commentary. Readers get valuation perspectives and high-conviction stock ideas, with coverage such as TSMC post-earnings memos.
Website: https://www.ajinvestmentresearch.com/
A Traditional Chinese investing newsletter offering deep dives on AI infrastructure companies, earnings analyses such as TSMC's, and weekly market commentary. It aims to help readers build their own investment decision framework rather than chase stock tips.
Morpheus Research publishes investigative short-seller reports that examine publicly traded companies and allege undisclosed problems, misleading claims and questionable management backgrounds. Each report draws on interviews with former employees and industry experts plus regulatory and corporate records.
Convequity publishes equity research focused on technology companies, combining financial analysis with valuation work. Recent issues cover Nvidia's valuation in a multi-part series and a quarterly portfolio rebalance centered on AI infrastructure.
An equity analyst publishes research on technology stocks, covering market drawdowns, AI infrastructure and emerging themes like robotics. Readers get historically grounded market analysis and lists of small- and mid-cap stock ideas, with the full research behind a paywall.
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