Home/Reports

Research Reports

136reports · DD evolutions, supply chain explorations, new themes, and validations

2026-06-08

DD Evolution Round — 2026-06-08

19:16·evolve·11.6 KB
→

2026-06-07

Japan Life Sciences Manufacturing — New Theme Initiation

19:16·new narrative·8.2 KB
→

EV Supply Chain Explore — Honda e-Motorcycle Round 5

19:16·explore·7.3 KB
→

DD Evolution: 9434.T / 6988.T / 6506.T

19:16·evolve·14.4 KB
→

2026-06-04

EV Supply Chain — Explore Round 4 (2026-06-04)

19:16·explore·8.8 KB
→

Evolve DD Report — 2026-06-04

19:16·evolve·12.6 KB
→

2026-06-03

EV Supply Chain Explore — Honda e-Motorcycle Cycle Rotation (Round 3)

19:16·explore·8.2 KB
→

Evolve DD — June 3, 2026

19:16·evolve·9.8 KB
→

AI-RAN / Edge-AI Catalyst — $BB & $NOK + NVIDIA COMPUTEX 2026 → JP Supply Chain

14:40·report·11.1 KB
→

2026-06-02

DD Evolution Round — June 2, 2026

19:16·evolve·14.3 KB
→

2026-06-01

Harmonic Drive Systems (6324.T) — Physical-AI Evolve

21:20·evolve·16 KB
→

EV Supply Chain: Explore DD — 2026-06-01

19:16·explore·9 KB
→

Deep Evolution DD — 2026-06-01

19:16·evolve·9.8 KB
→

2026-05-31

EV Supply Chain: Explore DD — 2026-05-31

19:16·explore·11.4 KB
→

Deep Evolution DD — 2026-05-31

19:16·evolve·14 KB
→

Japan Precision Machine Tools — Manufacturing Renaissance

19:16·new narrative·11.4 KB
→

2026-05-28

DD Evolution: 3-Stock Deep Update

19:16·evolve·10.8 KB
→

2026-05-27

EV Supply Chain: Explore DD — 2026-05-27

19:16·explore·9.7 KB
→

DD Evolution: Deep Evolve Round — 2026-05-27

19:16·evolve·13.5 KB
→

2026-05-26

EV Supply Chain Explore — Honda E-Motorcycle Sealing Gap

19:16·explore·7.5 KB
→

VTuber Theme Deep Evolution — 2026-05-26

19:16·evolve·8.7 KB
→

2026-05-25

EV Supply Chain: Honda Asia e-Motorcycle Catch-Up — Explore DD

19:16·explore·10.9 KB
→

Deep Evolution DD — 2026-05-25

19:16·evolve·11.3 KB
→

2026-05-24

EV Supply Chain: Explore DD — Honda e-Motorcycle Cycle Rotation

19:16·explore·8.8 KB
→

Evolve DD — 2026-05-24

19:16·evolve·11.1 KB
→

Power Grid Modernization — New Theme DD

19:16·new narrative·12.2 KB
→

2026-05-21

EV Supply Chain: Battery Materials Gap Fill — Copper Foil & Electrolyte

19:16·explore·13.3 KB
→

Deep DD Evolution — 2026-05-21

19:16·evolve·11.6 KB
→

2026-05-20

EV Supply Chain: Honda e-Motorcycle Asia Expansion — Explore DD

19:16·explore·8.8 KB
→

DD Evolution — 2026-05-20

19:16·evolve·12.6 KB
→

2026-05-19

EV Supply Chain: Explore Round 3 — Honda e-Motorcycle Gap Fill

19:16·explore·6.4 KB
→

Evolve DD — May 19, 2026

19:16·evolve·10.1 KB
→

2026-05-18

EV Supply Chain Explore: Honda E-Motorcycle Gap Fill Round 2 — Thermal, MCU & Throttle

19:16·explore·20.5 KB
→

Deep Evolution DD — 2026-05-18

19:16·evolve·11.9 KB
→

2026-05-17

EV Supply Chain Explore: Honda E-Motorcycle Tier-4 Gap Fill

19:16·explore·11 KB
→

Deep Evolve DD — May 17, 2026

19:16·evolve·10.5 KB
→

Ultra-Pure Water & Water Infrastructure — New Theme DD

19:16·new narrative·9.5 KB
→

2026-05-16

ARCHION Corporation (543A.T) — DD Report

01:50·report·15 KB
→

Humanoid Robot BOM DD — Full Supply Chain (JP + US + Global)

00:15·report·20.7 KB
→

2026-05-15

SpaceX IPO — Japan Supply Chain Catalyst DD

13:40·new narrative·15 KB
→

Light Theme Evolve — 3 Stocks Updated for TSMC COUPE/MRM 2026 Announcement

03:50·evolve·8.1 KB
→

Light Theme Explore — TSMC COUPE Supply Chain Adds 2 JP Names

03:45·explore·8.1 KB
→

Light/Photonics Narrative — TSMC COUPE/MRM as the 2026 Paradigm Shift

03:30·new narrative·10.4 KB
→

2026-05-14

Deep DD Evolve — 2026-05-14

19:16·evolve·12.5 KB
→

EV Supply Chain Explore — Honda E-Motorcycle Tier-3b Gap-Fill

19:16·explore·8.7 KB
→

AI Photonics / Co-Packaged Optics (CPO) — US vs JP Value Chain DD

03:30·report·14.8 KB
→

2026-05-13

Evolve DD — May 13, 2026

19:16·evolve·9 KB
→

Explore DD: Honda e-Motorcycle Tier-3 Supply Chain

19:16·explore·11 KB
→

Hamamatsu Photonics — Light/Photonics T-Glass DD (6965.T)

19:16·report·28.1 KB
→

Light / Photonics Value Chain — T-Glass Method Applied

19:16·report·13.2 KB
→

2026-05-12

EV Supply Chain Explore — Honda e-Motorcycle Vietnam/India Scale-Up

19:16·explore·9.2 KB
→

2026-05-10

Explore: Honda E-Motorcycle Layer 4 — Motor Cores & Bearings

19:16·explore·14.2 KB
→

2026-05-07

Deep Evolution DD — 2026-05-07

19:16·evolve·13.4 KB
→

Explore: Honda E-Motorcycle Tier-2 Supply Chain — May 7, 2026

19:16·explore·10.9 KB
→

2026-05-06

Deep Evolve DD — 3 Stocks: SUMCO, Resonac, Kokusai Electric

19:16·evolve·10.5 KB
→

Explore DD: Honda E-Motorcycle Supply Chain Gap

19:16·explore·9.8 KB
→

SanDisk ($SNDK) DD — NAND Supercycle & Japan Supply Chain

02:15·report·8 KB
→

Pre-IPO Stocks DD — Tokenized Private Equity via Hyperliquid HIP-3 & Jupiter

01:55·report·6 KB
→

2026-05-05

Deep Evolution DD — 2026-05-05

19:16·evolve·11.5 KB
→

Explore DD: Physical AI & Robotics Supply Chain Gap Analysis

19:16·explore·12.2 KB
→

2026-05-04

Evolve DD — 2026-05-04

19:16·evolve·12.5 KB
→

Japan Healthcare — Explore Round: IVD + Endoscopy Gap Fill

19:16·explore·10.3 KB
→

Space & Satellite Economy — Explore DD

19:16·explore·11.9 KB
→

2026-05-03

Cybersecurity Explore DD — 2026-05-03

19:16·explore·10.7 KB
→

Evolve DD — 2026-05-03

19:16·evolve·17 KB
→

Hydrogen & Ammonia Economy — New Theme Discovery

19:16·new narrative·15.8 KB
→

Data Center Ecosystem: Supply Chain Exploration

06:00·explore·14.8 KB
→

MK Methodology Investigation — What We Learned from 504 Episodes

03:15·report·8 KB
→

2026-05-02

Sovereign AI / Japan AI Stack — Supply Chain Exploration

09:00·explore·16.1 KB
→

Defense & Aerospace: Supply Chain Exploration

04:00·explore·12 KB
→

DD Evolution Round — 2026-05-02

04:00·evolve·13.9 KB
→

2026-04-29

Inbound Tourism & Consumption — Experience Layer Exploration

19:16·explore·15.6 KB
→

2026-04-28

Corporate Governance Reform — Supply-Chain / Cohort Explore Round

19:16·explore·10.4 KB
→

Reshoring & Green Manufacturing — Supply Chain Exploration (Round 2)

14:30·explore·12.4 KB
→

2026-04-24

Japan Crypto Supply Chain — Explore Round

19:16·explore·9.4 KB
→

2026-04-22

JAPAN AI / SEMICONDUCTOR SUPPLY CHAIN — Complete DD

19:16·report·36.2 KB
→

JAPAN NUCLEAR TECHNOLOGY -- Deep Due Diligence Report

19:16·report·36.3 KB
→

AI Iteration 1 — Comparison vs Golden Truth

19:16·report·2 KB
→

JAPAN AI/SEMICONDUCTOR SUPPLY CHAIN: COMPLETE DEEP DUE DILIGENCE

19:16·report·39.2 KB
→

AI Iteration 2 — Comparison vs Golden Truth

19:16·report·1.3 KB
→

JAPAN AI/SEMICONDUCTOR SUPPLY CHAIN: COMPLETE DEEP DUE DILIGENCE

19:16·report·31 KB
→

AI Iteration 3 — Final Comparison

19:16·report·0.8 KB
→

JAPAN AI / SEMICONDUCTOR SUPPLY CHAIN — Complete DD

19:16·report·36.2 KB
→

Nuclear Iteration 1 — Comparison vs Golden Truth

19:16·report·2.8 KB
→

Japan Nuclear Technology -- Complete Deep Due Diligence Report

19:16·report·26.3 KB
→

Nuclear Iteration 2 — Comparison vs Golden Truth

19:16·report·2.5 KB
→

JAPAN NUCLEAR TECHNOLOGY -- Deep Due Diligence Report

19:16·report·36.3 KB
→

Nuclear Iteration 3 — Comparison (based on agent report summary)

19:16·report·1.7 KB
→

JAPAN NUCLEAR TECHNOLOGY -- Deep Due Diligence Report

19:16·report·36.3 KB
→

Prompt Optimization Log

19:16·report·6.8 KB
→

DD Prompt v3

19:16·report·4.4 KB
→

JPstock-agent: Thematic Equity Research Workflow

19:16·new narrative·28.7 KB
→

JPstock-agent: Thematic Equity Research — DD Prompt v2

19:16·report·4.1 KB
→

DD Prompt v3

19:16·report·3.3 KB
→

NUCLEAR THEME — GOLDEN GROUND TRUTH

11:42·report·73.7 KB
→

AI/SEMICONDUCTOR THEME — GOLDEN GROUND TRUTH

08:31·new narrative·227.5 KB
→

2026-04-21

Nuclear Theme — Full 14-Stock Cross-Validation & Comparison

14:00·report·4.7 KB
→

Nuclear Value Chain — T-Glass Method Applied

10:00·report·4.6 KB
→

Murata Manufacturing (6981.T) — Deep DD: The Salt of AI

09:30·report·6.3 KB
→

Q Glass Competitive Analysis — Asahi Kasei vs Taiwan vs China

08:30·report·5.3 KB
→

AI Supply Chain Gap Analysis — 6 Missing Layers Identified

07:30·report·4.7 KB
→

Restocking Theme Evolution — M9 CCL Grade Analysis

06:30·evolve·3.8 KB
→

Japan's AI Supply Chain: Complete 13-Layer Deep DD

02:00·report·19.9 KB
→

2026-04-20

Restocking Cycle DD — Glass Fiber / Power Semi / Passive Components

06:00·new narrative·3.4 KB
→

2026-04-19

Deep Evolve — Fuji Electric, Tokyo Electron, TDK

17:45·evolve·11.3 KB
→

2026-04-18

AI Semiconductor Supply Chain: Layers 10-13

19:16·report·16.3 KB
→

JAPAN AI / SEMICONDUCTOR SUPPLY CHAIN — Complete DD

19:16·report·36.2 KB
→

JAPAN AI/SEMICONDUCTOR SUPPLY CHAIN: COMPLETE DEEP DUE DILIGENCE

19:16·report·31 KB
→

Japan Nuclear Technology -- Complete Deep Due Diligence Report

19:16·report·26.3 KB
→

JAPAN NUCLEAR TECHNOLOGY -- Deep Due Diligence Report

19:16·report·36.3 KB
→

2026-04-17

Japan Space & Satellite Economy — Deep DD

14:20·new narrative·14.4 KB
→

Healthcare & Aging Society — Supply Chain Explore

14:18·explore·3.6 KB
→

Deep DD Evolution — 2026-04-17

14:08·evolve·12.3 KB
→

Data Source Deep Verification: J-Quants vs StockAnalysis vs Actual Filings

01:11·report·3 KB
→

GPT Validation: Physical AI & Robotics — Conviction Adjustments

00:40·gpt validation·1.5 KB
→

2026-04-16

Physical AI & Robotics — Deep DD (2026-04-16)

22:18·report·23.6 KB
→

Nuclear Theme DD Evolution — European SMR Momentum — 2026-04-16

01:07·report·8.4 KB
→

2026-04-15

Japan Cybersecurity — New Narrative DD (2026-04-15)

22:02·new narrative·4.1 KB
→

Defense & Aerospace: Supply Chain Exploration

21:59·explore·6 KB
→

Deep DD Evolution — 2026-04-15

21:31·evolve·9.1 KB
→

Inbound Tourism & Consumption — Supply Chain Exploration

21:05·explore·9.1 KB
→

AI/GPU Supply Chain — Japan's Hidden Infrastructure Layer

08:31·report·8.7 KB
→

2026-04-14

Deep DD Evolution Report — 2026-04-14

20:53·evolve·15.5 KB
→

Reshoring & Green Manufacturing — Supply Chain Exploration

20:15·explore·10.1 KB
→

Deep DD Evolution Report — 2026-04-14

13:11·evolve·8.7 KB
→

Nuclear Theme DD Evolution — 2026-04-14

11:42·report·3.5 KB
→

DC Ecosystem & Sovereign AI — Deep DD

02:03·report·17.8 KB
→

Hidden Gems — Claude Deep DD — 2026-04-14

00:57·report·24.8 KB
→

2026-04-13

Nuclear Theme DD Cross-Validation Report

09:55·dd validation·23.3 KB
→

HBM & AI Memory Supply Chain: Japan Deep Dive

01:59·new narrative·24.2 KB
→

Deep DD Stock Cards: Japan Crypto/Digital Asset Plays

00:57·report·15.8 KB
→

Deep DD: Japan Corporate Governance Reform Beneficiaries

00:57·report·10 KB
→

Healthcare / Aging Society Deep DD Stock Cards

00:57·report·15.1 KB
→

Tourism & Reshoring Theme DD Stock Cards

00:57·report·14.2 KB
→

2026-04-12

JP Stock DD — GPT Validation Request

19:55·gpt validation·71.4 KB
→

JP Stock DD — GPT Validation Request

19:55·gpt validation·12 KB
→