Kyle Wisniewski← Equity Research Lab
Equity Research Lab · Ledger
Research ledger
What the lab believed, and when. Each line is a dated thesis version from a dossier or a company's entry into coverage; the list is derived, never edited.
Astera Labs entered coverage
Watchlist · AI buildout · emerging
Broadcom entered coverage
Watchlist · AI buildout · established
CoreWeave entered coverage
In progress · AI buildout · emerging
Microsoft entered coverage
Watchlist · Software · established
Nebius Group entered coverage
Watchlist · AI buildout · emerging
NVIDIA entered coverage
Watchlist · AI buildout · established
Palantir Technologies entered coverage
Watchlist · Software · established
Taiwan Semiconductor Manufacturing entered coverage
Watchlist · AI buildout · established