Research Center
Private Market & Frontier Tech Research
UTP
Q3 2026 Bash: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
20-Sep-2026Emily Zheng, Jacobie Fullerton, CFAProgramming Languages
20 pgs
UTP
Q3 2026 Co-Packaged Optics: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
18-Sep-2026Harrison Rolfes, Quantitative ResearchComputer Architecture
36 pgs
UTP
Q3 2026 Perl: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
16-Sep-2026Rachel Elfman, Biotech & GenomicsProgramming Languages
22 pgs
UTP
Q3 2026 Recurrent Neural Networks (LSTM): Epistemic Moats, Wright's Law Decay & Scaling Trajectory
14-Sep-2026Ansel Tan, Melanie TngArtificial Intelligence
20 pgs
UTP
Q3 2026 Copper-Based Shape Memory Alloys: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
12-Sep-2026Jinny Choi, Kyle WaltersMaterials Science
25 pgs
UTP
Q3 2026 Systolic-Array Accelerators: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
10-Sep-2026John MacDonagh, Climate & Grid AnalyticsComputer Architecture
22 pgs
UTP
Q3 2026 Rayon-Based Carbon Fiber: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
08-Sep-2026Kaidi Gao, Deep Tech VentureMaterials Science
33 pgs
UTP
Q3 2026 Convolutional Sequence Models (ConvS2S): Epistemic Moats, Wright's Law Decay & Scaling Trajectory
06-Sep-2026Nalin Patel, Frontier TechnologyArtificial Intelligence
28 pgs
UTP
Q3 2026 Transformer: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
04-Sep-2026Emily Zheng, Jacobie Fullerton, CFAArtificial Intelligence
18 pgs
UTP
Q3 2026 eVTOL / Urban Air Mobility: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
20-Sep-2026Harrison Rolfes, Quantitative ResearchTransportation
29 pgs
Morningstar & Quantitative Research
View All >FLNC
(FLNC) Fluence Energy, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
19-Sep-2026Rachel Elfman, Biotech & GenomicsCompany Report
13 pgs
EQUITY
(EQUITY) OpenAI, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
17-Sep-2026Ansel Tan, Melanie TngCash Flow & Unit Economics Model
30 pgs
EQUITY
(EQUITY) Anthropic PBC: Moat Defensibility, R&D Velocity & Capex Exposure
15-Sep-2026Jinny Choi, Kyle WaltersStock Analyst & Moat Note
29 pgs
ASML
(ASML) ASML Holding NV: Moat Defensibility, R&D Velocity & Capex Exposure
13-Sep-2026John MacDonagh, Climate & Grid AnalyticsCompany Report
22 pgs
MSFT
(MSFT) Microsoft Corporation: Moat Defensibility, R&D Velocity & Capex Exposure
11-Sep-2026Kaidi Gao, Deep Tech VentureCash Flow & Unit Economics Model
29 pgs
AAPL
(AAPL) Apple Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
09-Sep-2026Nalin Patel, Frontier TechnologyStock Analyst & Moat Note
27 pgs
GOOGL
(GOOGL) Alphabet Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
07-Sep-2026Emily Zheng, Jacobie Fullerton, CFACompany Report
27 pgs
INTC
(INTC) Intel Corporation: Moat Defensibility, R&D Velocity & Capex Exposure
05-Sep-2026Harrison Rolfes, Quantitative ResearchCash Flow & Unit Economics Model
33 pgs
MLNX
(MLNX) Mellanox Technologies: Moat Defensibility, R&D Velocity & Capex Exposure
03-Sep-2026Rachel Elfman, Biotech & GenomicsStock Analyst & Moat Note
20 pgs
ARM
(ARM) Arm Ltd: Moat Defensibility, R&D Velocity & Capex Exposure
18-Sep-2026Ansel Tan, Melanie TngCompany Report
21 pgs
AMZN
(AMZN) Amazon.com, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
16-Sep-2026Jinny Choi, Kyle WaltersCash Flow & Unit Economics Model
28 pgs
EQUITY
(EQUITY) DeepMind Technologies Limited: Moat Defensibility, R&D Velocity & Capex Exposure
14-Sep-2026John MacDonagh, Climate & Grid AnalyticsStock Analyst & Moat Note
27 pgs
META
(META) Meta Platforms, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
12-Sep-2026Kaidi Gao, Deep Tech VentureCompany Report
21 pgs
ONCO
(ONCO) Onconetix, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
10-Sep-2026Nalin Patel, Frontier TechnologyCash Flow & Unit Economics Model
16 pgs
EQUITY
(EQUITY) Realbotix, LLC: Moat Defensibility, R&D Velocity & Capex Exposure
08-Sep-2026Emily Zheng, Jacobie Fullerton, CFAStock Analyst & Moat Note
27 pgs
Transcripts & Executive Briefings
View All >FLN
Fluence Energy, Inc. (FLNC) Q2 2026 Management Session
18-Sep-2026Second Quarter Earnings Conference Call
8 pgs
CO
OpenAI, Inc. (CO) Q2 2026 Management Session
16-Sep-2026Annual Strategic Briefing & Fireside Chat
11 pgs
CO
Anthropic PBC (CO) Q2 2026 Management Session
14-Sep-2026Second Quarter Earnings Conference Call
14 pgs
ASM
ASML Holding NV (ASML) Q2 2026 Management Session
12-Sep-2026Annual Strategic Briefing & Fireside Chat
17 pgs
MSF
Microsoft Corporation (MSFT) Q2 2026 Management Session
10-Sep-2026Second Quarter Earnings Conference Call
20 pgs
AAP
Apple Inc. (AAPL) Q2 2026 Management Session
08-Sep-2026Annual Strategic Briefing & Fireside Chat
9 pgs
GOO
Alphabet Inc. (GOOGL) Q2 2026 Management Session
06-Sep-2026Second Quarter Earnings Conference Call
12 pgs
INT
Intel Corporation (INTC) Q2 2026 Management Session
04-Sep-2026Annual Strategic Briefing & Fireside Chat
15 pgs