Research Reports
136reports · DD evolutions, supply chain explorations, new themes, and validations
2026-06-07
2026-06-04
2026-06-03
2026-06-01
2026-05-31
2026-05-27
2026-05-26
2026-05-25
2026-05-24
2026-05-21
2026-05-20
2026-05-19
2026-05-18
2026-05-17
2026-05-16
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
2026-05-13
2026-05-07
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
2026-05-04
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
2026-04-28
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
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
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