Twelve companies. One source-aware research room.

Twelve stock dossiers combining Substack, podcasts, the existing hedge-fund X archive, market structure, and independent 1-month and 3-month forecasts from four models.

NASDAQ · AMZNBUY / HOLD

Amazon

AWS reacceleration makes this the strongest current setup—but a 17% five-day jump argues for scaling, not chasing.

PRICE: $271.58
5 DAY: +17.00%
RSI 14: 64.0

Open Amazon research →

NASDAQ · GOOGLHOLD / WATCH

Google

Cloud and full-stack AI remain powerful; Search durability, capex, and free cash flow keep the near-term verdict contested.

PRICE: $356.13
5 DAY: +11.38%
RSI 14: 51.4

Open Google research →

NASDAQ · MUWAIT / HOLD

Micron

Memory pricing remains constructive, but forced deleveraging and a damaged chart still demand confirmation before new risk.

PRICE: $823.03
5 DAY: −10.63%
RSI 14: 42.7

Open MU research →

CURRENT HIERARCHY

Different edges. Different failure modes.

The dashboard does not force every source into one score. It asks where the evidence agrees, where it conflicts, and which time horizon is actually tradable.

01 · AMZN

Best operating setup

AWS acceleration, ads, and margins lead; valuation and the post-earnings gap control entry timing.

02 · GOOGL

Broadest strategic assets

Search, Cloud, Gemini, and TPU form a rare stack; the debate is whether capex protects or dilutes its economics.

03 · MU

Best pricing, highest fragility

Memory scarcity supports earnings, while cycle valuation, crowding, and extreme volatility raise the bar for entry.

COVERAGE STATUS

Fresh where it matters. Explicit where it is historical.

SubstackRefreshed Aug 1

Podcast5,418 bilingual transcripts · Aug 1

X / TwitterHedge-fund archive refreshed Aug 1

Market dataJul 31 close (source noted per page)

Model forecasts4 models · 1M + 3M · Aug 1