Progress
28 companies · 194 of 280 steps doneLast updated Built
Companies studied28 of 128
Steps done194 of 280
Need your decision22 companies
Links between companies713
New filings, last check5624 Sep 2026
Research runs20 of 74usually 20 min
Each step, across all companies
28 companies × 10 stepsDoneDone in a group reviewNeeds your decisionFailedNot started
S0How it does as AI gets cheap
S1Where the idea came from
S2Quick deal-breaker check
S3Reading the company's reports
S4Rivals and suppliers
S5Who owns the stock
S6What workers and customers say
S7The case for it, and prices
S8Do the bosses keep their word?
S9What to watch next
Show as a table
| Stage | Done | Done in a group review | Needs your decision | Failed | Not started |
|---|---|---|---|---|---|
| S0 How it does as AI gets cheap | 4 | 19 | 0 | 1 | 4 |
| S1 Where the idea came from | 28 | 0 | 0 | 0 | 0 |
| S2 Quick deal-breaker check | 27 | 0 | 1 | 0 | 0 |
| S3 Reading the company's reports | 28 | 0 | 0 | 0 | 0 |
| S4 Rivals and suppliers | 5 | 19 | 0 | 0 | 4 |
| S5 Who owns the stock | 28 | 0 | 0 | 0 | 0 |
| S6 What workers and customers say | 21 | 3 | 0 | 0 | 4 |
| S7 The case for it, and prices | 4 | 19 | 1 | 0 | 4 |
| S8 Do the bosses keep their word? | 21 | 0 | 0 | 0 | 7 |
| S9 What to watch next | 28 | 0 | 0 | 0 | 0 |
Group reviews
22 Sep 2026
20 Sep 2026
New company filings
81 companies checked dailyNew filings, 24 Sep 2026
- 8604.T424B2×5
- ARM4 (2026-09-23)
- AVGO144×3
- BLLN4 (2026-09-23)
- C424B2×27, FWP×2
- CAI4 (2026-09-23)
- CBRS4×2
- META4×2
- NET4 (2026-09-23)
- NTAP4×2
- NTRA144 (2026-09-23)
- NVDA4 (2026-09-23)
- ORCL4×6
- QCOM4 (2026-09-23)
Added to the to-do list
- ORCL (p4) — 6 Form 4s in 5 days (insider cluster, earliest 2026-09-23)
3 names queued.
Earlier checks
- 23 Sep 2026: 102 filings, 16 companies
- 22 Sep 2026: 57 filings, 16 companies
- 21 Sep 2026: 6 filings, 3 companies
How long each run took
names-ai-capex-1 done22 min
cluster-ai-capex done11 min
names-ai-capex-2 done19 min
names-ai-capex-3 done20 min
names-ai-capex-2b done16 min
cluster-insurance done13 min
cluster-insurance-rescore done24 min
names-insurance-1 done24 min
names-insurance-2 done27 min
names-insurance-2b done18 min
names-ai-capex-4 done29 min
names-ai-capex-5 done33 min
backfill-2026-09-23-1 done14 min
backfill-2026-09-23-2 done15 min
backfill-2026-09-23-3 done11 min
backfill-2026-09-23-4 done25 min
backfill-2026-09-23-5 done28 min
backfill-2026-09-23-6 done31 min
cluster-additions-2026-09-23 done17 min
names-additions-2026-09-23-1 done17 min
Watchlist progress
128 companies, 28 studiedDoneNot started
AI semis
AI datacenter
Insurance
Banks
Energy materials
Biotech binary
Holding co.
LatAm concessions
Life annuity
Cyber software
Data infra
Luxury
Mortgage REIT
Japan consumer
Megacap tech
Japan construction
Japan software
Power nuclear
Semis equipment
Dev software
Diagnostics
Japan electronics
Japan financials
Japan materials
Japan trading
Semis analog
Bitcoin miner AI pivot
Comms infra
Energy storage
Fee intermediaries
Japan machinery
Japan realestate
LatAm banks
Macro crypto
Payments software
Semis memory
Space defense
Building distribution
Electronics mfg
Healthcare services
Housing
Housing volume
Industrial OEM
Japan autoparts
Japan infra
Japan packaging
Japan services
Macro ETF
Medtech
Mining materials
Pharma
US consumer