Research notes
Each day, Quant Data reads what 14 paid research publishers put out and records it as a ledger: who published what, which directional statements they made on which tickers, the numbers they stated, and the observations they said would prove them wrong. Statements are attributed and reproduced as stated; nothing here is a recommendation. Where a ticker has a max pain page on this site, the settled options positioning for the same period is shown alongside.
| Date | Headline | Pieces | Publishers | Statements |
|---|---|---|---|---|
| October 23, 2026 | Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress | 10 | 9 | 17 |
| October 22, 2026 | Eight research pieces from five publishers: Tech and AI infrastructure face liquidation, Meta's funding plans spark concern, and Western Digital beats expectations | 8 | 5 | 13 |
| October 21, 2026 | Quant Data Daily Research Notes: 10 pieces from 6 publishers covering SpaceX, Netflix, and Meta earnings | 10 | 6 | 16 |
| October 20, 2026 | Ten research notes from six publishers: Citrini runs an autonomous drug design campaign, FundaAI reviews OCP 2026 timelines, and TMT Breakout tracks credit default swap spreads | 10 | 6 | 15 |
| October 19, 2026 | Ten research pieces from seven publishers: S&P 500 narrowness mirrors 2000 top, 2027 datacenter buildout accelerates to 50GW, and CoreWeave credit risks rise | 10 | 7 | 16 |
| October 16, 2026 | Five pieces and five publishers: Macro Charts flags a major turn in rates and precious metals, Capital Wars monitors Bitcoin liquidity, and Damnang explores Meta's AI advertising shift | 5 | 5 | 13 |
| October 15, 2026 | Ten research pieces from six publishers: ASML and TSMC earnings reviews, Anthropic's Q3 revenue debate, and a deep dive into ASML's secret hybrid bonding tool | 10 | 6 | 10 |
| October 13, 2026 | Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027. | 8 | 6 | 11 |
| October 12, 2026 | Seven research notes from four publishers: Meta launches Muse Wonder, CPU prices rise, and a wave of software rating changes | 7 | 4 | 14 |
| October 11, 2026 | Three research notes from Cassandra Unchained, Irrational Analysis, and Macro Charts cover Fannie Mae preferreds, the history of Intel's 3D XPoint, and macro rotation signals | 3 | 3 | 11 |
| October 9, 2026 | Seven research pieces from six publishers: SpaceX's spectrum acquisition, OpenAI's revenue targets, and a wave of technology sector updates | 7 | 6 | 12 |
| October 8, 2026 | Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime | 12 | 8 | 21 |
| October 7, 2026 | Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations | 10 | 6 | 13 |
| October 6, 2026 | Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets | 8 | 6 | 10 |
| October 5, 2026 | Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies. | 11 | 7 | 31 |
| October 2, 2026 | Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes | 7 | 7 | 32 |
| October 1, 2026 | 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year | 12 | 9 | 30 |
| September 30, 2026 | Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note | 8 | 5 | 23 |
| September 11, 2026 | Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing | 8 | 7 | 15 |
| September 9, 2026 | Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts | 7 | 6 | 19 |
| September 8, 2026 | Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes | 8 | 5 | 22 |
| September 6, 2026 | Four notes, four publishers: Irrational Analysis dismantles the HBM supercycle thesis, Simon's Substack ranks silver juniors, Macro Charts flags a positioning minefield, Capital Wars probes Bitcoin's liquidity ties | 4 | 4 | 10 |
| September 4, 2026 | Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list | 7 | 7 | 17 |
| September 3, 2026 | Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork | 8 | 6 | 17 |
| September 2, 2026 | Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto | 4 | 3 | 16 |
| September 1, 2026 | Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes | 9 | 7 | 14 |
The publishers being read, with counts of everything they have published since tracking began, are listed at /sources.