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All commentary and research reports published on Savvy Research Corner.

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September 2026
Commentary
Two Tribes, One Order Book: Retail's Volatility Machine Revealed
Salt and Wound (Guest) · September 23, 2026 · Market Structure & Retail Trading Psychology
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Commentary
The Devil Wears Nvidia: Oracle's $100 Billion Runway Show
Bearpanda · September 14, 2026 · Enterprise Software & AI Infrastructure
ORCL
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AIInvestIQ Report
Oracle Corporation — Research Report
AIInvestIQ · September 14, 2026 · Enterprise Software & AI Infrastructure
ORCL
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Commentary
Quantum Computing Stocks: Real Revenue, Speculative Future
Dr. Ångström · September 1, 2026 · Quantum Computing
IONQRGTI
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AIInvestIQ Report
IonQ, Inc. — Research Report
AIInvestIQ · September 1, 2026 · Quantum Computing
IONQ
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AIInvestIQ Report
Rigetti Computing, Inc. — Research Report
AIInvestIQ · September 1, 2026 · Quantum Computing
RGTI
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August 2026
Commentary
Survival of the Fattest: An Uncensored Safari Through Big Fast Food
Bearpanda · August 20, 2026 · Consumer & Restaurants
MCDQSRYUM
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AIInvestIQ Report
McDonald's Corporation — Research Report
AIInvestIQ · August 20, 2026 · Fast Food & Restaurants
MCD
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AIInvestIQ Report
Restaurant Brands International — Research Report
AIInvestIQ · August 20, 2026 · Fast Food & Restaurants
QSR
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AIInvestIQ Report
Yum! Brands, Inc. — Research Report
AIInvestIQ · August 20, 2026 · Fast Food & Restaurants
YUM
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Commentary
Puffing Past the Grid: Big Tech's $25B Industrial Vape Fix
Bearpanda · August 12, 2026 · Energy & AI Infrastructure
BE
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AIInvestIQ Report
Bloom Energy Corporation — Research Report
AIInvestIQ · August 12, 2026 · Energy Infrastructure
BE
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July 2026
Commentary
Just Undo It: How Nike Became the Official Uniform of the Social Outcast
Bearpanda · July 25, 2026 · Consumer Retail & Apparel
NKEONONDECK
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AIInvestIQ Report
NIKE, Inc. — Research Report
AIInvestIQ · July 25, 2026 · Retail & Apparel
NKE
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AIInvestIQ Report
On Holding AG — Research Report
AIInvestIQ · July 25, 2026 · Retail & Apparel
ONON
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AIInvestIQ Report
Deckers Brands (HOKA) — Research Report
AIInvestIQ · July 25, 2026 · Retail & Apparel
DECK
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Commentary
A Pound of Silicon: How Hyperscalers Use AMD to Exact Nvidia's Flesh
Bearpanda · July 11, 2026 · Semiconductors & AI Infrastructure
AMDNVDA
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AIInvestIQ Report
Advanced Micro Devices, Inc. — Research Report
AIInvestIQ · July 11, 2026 · Semiconductors
AMD
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AIInvestIQ Report
NVIDIA Corporation — Research Report
AIInvestIQ · July 11, 2026 · Semiconductors
NVDA
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Commentary
The High School Cafeteria: Hype, Hall Monitors, and Hardcore Delusion
Bearpanda · July 4, 2026 · Enterprise Tech & Networking
CSCOANETPANW
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AIInvestIQ Report
Cisco Systems Inc. — Research Report
AIInvestIQ · July 1, 2026 · Enterprise Networking
CSCO
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AIInvestIQ Report
Arista Networks Inc. — Research Report
AIInvestIQ · July 1, 2026 · Enterprise Networking
ANET
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AIInvestIQ Report
Palo Alto Networks Inc. — Research Report
AIInvestIQ · July 1, 2026 · Cybersecurity
PANW
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June 2026
Commentary
Space — The Next Frontier: Elon's $1.8 Trillion Infinite Money Loop
Bearpanda · June 26, 2026 · Space & Technology
SPCX
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Commentary
Photoshop the Future: Adobe's Beautiful Balance Sheet and Crumbling Cockpit
Bearpanda · June 21, 2026 · Technology Software
ADBE
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AIInvestIQ Report
Adobe Inc. — Research Report
AIInvestIQ · June 21, 2026 · Technology Software
ADBE
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Commentary
The Return of the Hardware Prodigal Sons: An AI Co-Dependency Story
Bearpanda · June 12, 2026 · Technology Hardware
DELLHPEWDC
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AIInvestIQ Report
Dell Technologies Inc. — Research Report
AIInvestIQ · June 12, 2026 · Technology Hardware
DELL
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AIInvestIQ Report
Hewlett Packard Enterprise Co. — Research Report
AIInvestIQ · June 12, 2026 · Technology Hardware
HPE
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AIInvestIQ Report
Western Digital Corporation — Research Report
AIInvestIQ · June 12, 2026 · Technology Hardware
WDC
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Commentary · 川上见志
拼多多：华尔街的翻脸 / PinDuoDuo: The Myth That Wall Street Believed
川上见志 · June 6, 2026 · Chinese Equities  ·  🇬🇧 English version
PDD
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AIInvestIQ Report
PDD Holdings Inc. — Research Report
AIInvestIQ · June 6, 2026 · E-Commerce
PDD
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May 2026
Commentary
The Premium of Predictability
Bearpanda · May 31, 2026 · Metals & Mining
AEMBTG
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AIInvestIQ Report
Agnico Eagle Mines Limited — Research Report
AIInvestIQ · May 31, 2026 · Metals & Mining
AEM
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AIInvestIQ Report
B2Gold Corp — Research Report
AIInvestIQ · May 31, 2026 · Metals & Mining
BTG
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Commentary
Palantir's Ontology: The Ultimate Corporate G(r)ift
Bearpanda · May 21, 2026 · Technology
PLTR
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AIInvestIQ Report
Palantir Technologies Inc. — Research Report
AIInvestIQ · May 21, 2026 · Technology
PLTR
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Commentary
The Great Retail Identity Crisis
Bearpanda · May 16, 2026 · Consumer Retail
WMTCOSTTGT
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AIInvestIQ Report
Costco Wholesale Corporation — Research Report
AIInvestIQ · May 16, 2026 · Consumer Retail
COST
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AIInvestIQ Report
Target Corporation — Research Report
AIInvestIQ · May 16, 2026 · Consumer Retail
TGT
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AIInvestIQ Report
Walmart Inc. — Research Report
AIInvestIQ · May 16, 2026 · Consumer Retail
WMT
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Commentary
The Great Fintech Séance
Bearpanda · May 8, 2026 · Fintech
UPSTSOFIPYPLHOOD
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AIInvestIQ Report
SoFi Technologies Inc. — Research Report
AIInvestIQ · May 11, 2026 · Financial Services
SOFI
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AIInvestIQ Report
Upstart Holdings Inc. — Research Report
AIInvestIQ · May 9, 2026 · Financial Services
UPST
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March 2026
Commentary
Snacks
Bearpanda · March 2026 · Consumer Defensive
MDLZHSY
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AIInvestIQ Report
Mondelez International Inc. — Research Report
AIInvestIQ · March 2026 · Consumer Defensive
MDLZ
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January 2026
Commentary
NFLX Could Make Its Biggest Comeback in 2026
Bearpanda · January 2026 · Streaming
NFLX
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