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 |
|---|---|---|---|---|
| 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.