Deep Research Reports

Each report is 98,000+ words covering moat analysis, financial models, verifiable predictions & complete investment framework

COSTRating: 4/5

Costco Wholesale

The world's most successful "anti-retail" retailer — building an almost unreplicable flywheel by sacrificing product margins for member loyalty.

📝 98,000+ words📊 65 tables🎨 12 charts🎯 30 predictions

Moat, Kirkland brand, membership economics & 27 modules

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TSLARating: 4/5

Tesla

Leader of the global EV revolution — building a nearly unreplicable tech moat through vertically integrated manufacturing, autonomous driving, and energy ecosystem.

📝 262,000+ words📊 302 tables🎨 33 charts🎯 30 predictions

Ecosystem tech, autonomous driving, energy storage, valuation models & 28 chapters

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AAPLRating: 4/5

Apple

The world's most successful consumer tech ecosystem — building an extremely deep moat through hardware + software + services integration.

📝 98,000+ words📊 65 tables🎨 12 charts🎯 30 predictions

Ecosystem, services revenue, chip design & 15 modules

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MSFTRating: 4/5

Microsoft

The most successful enterprise software + cloud platform — building the deepest moat in enterprise IT through Azure, Office 365, and AI strategy.

📝 98,000+ words📊 65 tables🎨 12 charts🎯 30 predictions

Cloud, AI platform, enterprise software & 18 modules

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NVDARating: 4/5

NVIDIA

The undisputed king of AI computing — building an almost irreplaceable compute moat through GPU architecture + CUDA ecosystem + AI platform.

📝 98,000+ words📊 65 tables🎨 12 charts🎯 30 predictions

GPU architecture, AI training, data centers & 16 modules

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AMDRating: 4/5

AMD

AI compute challenger — building the most aggressive multi-front offensive in semiconductors through EPYC server CPU share gains, MI-series GPU challenging NVIDIA, and ROCm ecosystem warfare.

📝 75,000+ words📊 158 tables🎨 15 charts🎯 22 predictions

AI compute, EPYC server, GPU competition, SOTP valuation & 47 modules

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PGRating: 3/5

Procter & Gamble

The world's largest consumer goods empire — building a defensive compounder moat through brand portfolio + scale distribution + R&D barriers, but facing dual challenges of private label erosion and growth slowdown.

📝 250,000+ words📊 143 tables🎨 7 charts🎯 21 predictions

Brand moat, pricing power, private label threats, AI disruption & 39 modules

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GOOGLRating: 3/5

Google

The world's largest digital advertising platform and AI leader — building a super-platform matrix covering 2B+ users through Search, YouTube, Cloud, and Gemini.

📝 307,000+ words📊 230 tables🎨 12 charts🎯 17 predictions

Search moat, AI competition, cloud computing, antitrust & 44 modules

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