Research Center
Private Market & Frontier Tech Research
UTP
Q3 2026 VL-JEPA: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
20-Sep-2026Emily Zheng, Jacobie Fullerton, CFAArtificial Intelligence
23 pgs
UTP
Q3 2026 V-JEPA: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
18-Sep-2026Harrison Rolfes, Quantitative ResearchArtificial Intelligence
29 pgs
UTP
Q3 2026 Continuous-Fiber 3D Printing: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
16-Sep-2026Rachel Elfman, Biotech & GenomicsMaterials Science
20 pgs
UTP
Q3 2026 CPU (Microprocessor): Epistemic Moats, Wright's Law Decay & Scaling Trajectory
14-Sep-2026Ansel Tan, Melanie TngComputer Architecture
19 pgs
UTP
Q3 2026 Recurrent Neural Networks (LSTM): Epistemic Moats, Wright's Law Decay & Scaling Trajectory
12-Sep-2026Jinny Choi, Kyle WaltersArtificial Intelligence
27 pgs
UTP
Q3 2026 Copper-Based Shape Memory Alloys: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
10-Sep-2026John MacDonagh, Climate & Grid AnalyticsMaterials Science
32 pgs
UTP
Q3 2026 Convolutional Sequence Models (ConvS2S): Epistemic Moats, Wright's Law Decay & Scaling Trajectory
08-Sep-2026Kaidi Gao, Deep Tech VentureArtificial Intelligence
33 pgs
UTP
Q3 2026 Autonomous Maritime Shipping (MASS): Epistemic Moats, Wright's Law Decay & Scaling Trajectory
06-Sep-2026Nalin Patel, Frontier TechnologyTransportation
23 pgs
UTP
Q3 2026 GPU: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
04-Sep-2026Emily Zheng, Jacobie Fullerton, CFAComputer Architecture
32 pgs
UTP
Q3 2026 Diffusion Language Models: Epistemic Moats, Wright's Law Decay & Scaling Trajectory
20-Sep-2026Harrison Rolfes, Quantitative ResearchArtificial Intelligence
30 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
26 pgs
EQUITY
(EQUITY) OpenAI, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
17-Sep-2026Ansel Tan, Melanie TngCash Flow & Unit Economics Model
15 pgs
EQUITY
(EQUITY) Anthropic PBC: Moat Defensibility, R&D Velocity & Capex Exposure
15-Sep-2026Jinny Choi, Kyle WaltersStock Analyst & Moat Note
22 pgs
AMZN
(AMZN) Amazon.com, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
13-Sep-2026John MacDonagh, Climate & Grid AnalyticsCompany Report
25 pgs
EQUITY
(EQUITY) DeepMind Technologies Limited: Moat Defensibility, R&D Velocity & Capex Exposure
11-Sep-2026Kaidi Gao, Deep Tech VentureCash Flow & Unit Economics Model
27 pgs
META
(META) Meta Platforms, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
09-Sep-2026Nalin Patel, Frontier TechnologyStock Analyst & Moat Note
26 pgs
ONCO
(ONCO) Onconetix, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
07-Sep-2026Emily Zheng, Jacobie Fullerton, CFACompany Report
12 pgs
EQUITY
(EQUITY) Realbotix, LLC: Moat Defensibility, R&D Velocity & Capex Exposure
05-Sep-2026Harrison Rolfes, Quantitative ResearchCash Flow & Unit Economics Model
35 pgs
MSFT
(MSFT) Microsoft Corporation: Moat Defensibility, R&D Velocity & Capex Exposure
03-Sep-2026Rachel Elfman, Biotech & GenomicsStock Analyst & Moat Note
35 pgs
AAPL
(AAPL) Apple Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
18-Sep-2026Ansel Tan, Melanie TngCompany Report
24 pgs
GOOGL
(GOOGL) Alphabet Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
16-Sep-2026Jinny Choi, Kyle WaltersCash Flow & Unit Economics Model
31 pgs
INTC
(INTC) Intel Corporation: Moat Defensibility, R&D Velocity & Capex Exposure
14-Sep-2026John MacDonagh, Climate & Grid AnalyticsStock Analyst & Moat Note
12 pgs
TSLA
(TSLA) Tesla, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
12-Sep-2026Kaidi Gao, Deep Tech VentureCompany Report
32 pgs
TSM
(TSM) Taiwan Semiconductor Manufacturing Co.: Moat Defensibility, R&D Velocity & Capex Exposure
10-Sep-2026Nalin Patel, Frontier TechnologyCash Flow & Unit Economics Model
15 pgs
ILMN
(ILMN) Illumina, Inc.: Moat Defensibility, R&D Velocity & Capex Exposure
08-Sep-2026Emily Zheng, Jacobie Fullerton, CFAStock Analyst & Moat Note
25 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
AMZ
Amazon.com, Inc. (AMZN) Q2 2026 Management Session
12-Sep-2026Annual Strategic Briefing & Fireside Chat
17 pgs
CO
DeepMind Technologies Limited (CO) Q2 2026 Management Session
10-Sep-2026Second Quarter Earnings Conference Call
20 pgs
MET
Meta Platforms, Inc. (META) Q2 2026 Management Session
08-Sep-2026Annual Strategic Briefing & Fireside Chat
9 pgs
ONC
Onconetix, Inc. (ONCO) Q2 2026 Management Session
06-Sep-2026Second Quarter Earnings Conference Call
12 pgs
CO
Realbotix, LLC (CO) Q2 2026 Management Session
04-Sep-2026Annual Strategic Briefing & Fireside Chat
15 pgs