Brief due diligence on trending public companies.
72 briefs available.
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Spice
🫑 Mild
🌶️ Poblano
🌶️🌶️ Jalapeño
🌶️🌶️🌶️ Serrano
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Advanced Micro Devices
(AMD ↗)
The chip company that spent 11 years climbing out of irrelevance — and is now in the AI race with Nvidia.
🌶️🌶️
Jalapeño
Updated May 6, 2026 · ~20 min read
agilon health
(AGL ↗)
A value-based care platform that *deliberately shrunk* its membership to fix unit economics — and just hit positive Adjusted EBITDA.
🌶️🌶️🌶️🌶️
Ghost
Updated May 6, 2026 · ~16 min read
Alphabet (Google)
(GOOGL ↗)
Google's parent — Search and YouTube ads, plus a fast-growing cloud business.
🌶️
Poblano
Updated Apr 29, 2026 · ~18 min read
Amazon
(AMZN ↗)
The everything store — but its profit comes from renting out the cloud.
🌶️
Poblano
Updated Apr 29, 2026 · ~18 min read
Apple
(AAPL ↗)
Makes the iPhone — and, increasingly, the services that run on it.
🫑
Mild
Updated May 1, 2026 · ~18 min read
Applied Optoelectronics
(AAOI ↗)
It makes the optical 'plumbing' that wires AI data centers together — riding the buildout, if it can hold its handful of giant customers.
🌶️🌶️🌶️🌶️
Ghost
Updated May 7, 2026 · ~13 min read
AST SpaceMobile
(ASTS ↗)
Building satellites that beam broadband straight to ordinary phones — no tower needed.
🌶️🌶️🌶️
Serrano
Updated May 11, 2026 · ~17 min read
Bakkt
(BKKT ↗)
A crypto-and-stablecoin infrastructure company pivoting toward the AI-driven 'agentic payments' era.
🌶️🌶️🌶️🌶️
Ghost
Updated May 11, 2026 · ~16 min read
Beam Therapeutics
(BEAM ↗)
A pre-commercial biotech betting an entire platform — *base editing* — on getting one drug across the FDA finish line.
🌶️🌶️🌶️🌶️
Ghost
Updated May 7, 2026 · ~16 min read
Broadcom
(AVGO ↗)
The other AI-chip giant — custom silicon, networking, and the software running data centers.
🌶️🌶️
Jalapeño
Updated Mar 4, 2026 · ~18 min read
Canaan
(CAN ↗)
The ASIC-mining-rig pioneer that's now *both selling the picks and digging the gold* — Bitcoin miners by trade, energy-integrated compute by ambition.
🌶️🌶️🌶️🌶️
Ghost
Updated May 14, 2026 · ~18 min read
CDW
(CDW ↗)
The middleman that helps businesses, schools, and governments buy and set up their technology.
🌶️
Poblano
Updated Feb 20, 2026 · ~11 min read
Cerebras Systems
(CBRS ↗)
Built the biggest computer chip ever — to compete with Nvidia on AI speed. *Just IPO'd.* Most of last year's revenue came from one UAE customer.
🌶️🌶️🌶️
Serrano
Updated May 14, 2026 · ~20 min read
Corsair Gaming
(CRSR ↗)
Gaming keyboards, mice, headsets, and the components inside high-end gaming PCs.
🌶️🌶️🌶️🌶️
Ghost
Updated May 7, 2026 · ~17 min read
CoStar Group
(CSGP ↗)
The data and marketplaces behind commercial real estate — CoStar, LoopNet, Apartments.com, and Homes.com.
🌶️🌶️
Jalapeño
Updated Feb 26, 2026 · ~11 min read
Costco
(COST ↗)
They sell groceries and bulk goods to 130 million members. The profit is in the membership fee.
🌶️
Poblano
Updated Mar 11, 2026 · ~13 min read
Coupang
(CPNG ↗)
South Korea's dominant online retailer — the 'Amazon of Korea,' famous for dawn-to-doorstep Rocket Delivery.
🌶️🌶️
Jalapeño
Updated May 5, 2026 · ~17 min read
Dell Technologies
(DELL ↗)
The PC maker that became one of the biggest sellers of AI servers.
🌶️🌶️🌶️
Serrano
Updated Feb 26, 2026 · ~18 min read
DTE Energy
(DTE ↗)
The regulated electric and gas utility that powers and heats most of southeast Michigan — a steady, dividend-paying monopoly investing billions to modernize its grid.
🌶️🌶️
Jalapeño
Updated Feb 12, 2026 · ~16 min read
Ducommun
(DCO ↗)
America's oldest aerospace company — founded 1849 — finally turning a margin-expansion plan into actual profit.
🌶️🌶️🌶️🌶️
Ghost
Updated May 12, 2026 · ~17 min read
ECARX
(ECX ↗)
A Geely-affiliated automotive *intelligence* company building the brain of software-defined vehicles — finally near breakeven, while diversifying away from China.
🌶️🌶️🌶️🌶️
Ghost
Updated May 19, 2026 · ~16 min read
Eli Lilly
(LLY ↗)
The drugmaker behind the blockbuster GLP-1 shots Mounjaro and Zepbound.
🌶️🌶️
Jalapeño
Updated Apr 30, 2026 · ~17 min read
GE HealthCare
(GEHC ↗)
The maker of the MRI, CT, and ultrasound machines in hospitals worldwide — spun out of GE in 2023.
🌶️
Poblano
Updated Feb 4, 2026 · ~12 min read
Ginkgo Bioworks
(DNA ↗)
A 'program cells like software' synthetic-biology platform — sitting on cash, cutting costs, and still searching for a business model that works.
🌶️🌶️🌶️🌶️
Ghost
Updated May 7, 2026 · ~12 min read
GRAIL
(GRAL ↗)
One blood test that screens for dozens of cancers before symptoms — a moonshot betting on FDA approval and insurance to unlock a vast market.
🌶️🌶️🌶️🌶️
Ghost
Updated May 7, 2026 · ~12 min read
Hewlett Packard Enterprise
(HPE ↗)
The enterprise-hardware company selling the AI servers and networking gear that power data centers — and it just made a $14 billion bet on networking by buying Juniper.
🌶️🌶️🌶️
Serrano
Updated Dec 11, 2025 · ~15 min read
Hut 8
(HUT ↗)
A bitcoin miner that became a power-and-data-center company — now leasing to AI hyperscalers.
🌶️🌶️🌶️🌶️
Ghost
Updated May 6, 2026 · ~17 min read
IBM
(IBM ↗)
The 110-year-old tech giant that shrank for a decade, spun off its slow business, and reinvented itself around hybrid cloud and AI — while paying one of the market's most dependable dividends.
🌶️
Poblano
Updated Feb 24, 2026 · ~16 min read
Insmed
(INSM ↗)
A rare-lung-disease biotech turning its first approved drugs into a fast-growing — and still cash-burning — business.
🌶️🌶️🌶️🌶️
Ghost
Updated May 7, 2026 · ~13 min read
Intel Corporation
(INTC ↗)
The 57-year-old chip giant betting its future on a new manufacturing business — with the US government as part-owner.
🌶️🌶️🌶️
Serrano
Updated Apr 30, 2026 · ~21 min read
International Flavors & Fragrances
(IFF ↗)
The hidden ingredient maker — the flavors, scents, and food ingredients designed into products you use every day, from soda to detergent.
🌶️🌶️
Jalapeño
Updated Feb 27, 2026 · ~15 min read
Intuitive Machines
(LUNR ↗)
Houston space company building lunar landers, satellites, and the data networks the next moon era will run on.
🌶️🌶️🌶️
Serrano
Updated May 15, 2026 · ~19 min read
Iovance Biotherapeutics
(IOVA ↗)
The first commercial *TIL therapy* company — selling a one-time cancer treatment while racing to expand into more tumor types.
🌶️🌶️🌶️🌶️
Ghost
Updated May 7, 2026 · ~18 min read
IREN
(IREN ↗)
A bitcoin miner morphing into an AI cloud — renting GPU capacity to hyperscalers.
🌶️
Poblano
Updated May 26, 2026 · ~18 min read
Kraft Heinz
(KHC ↗)
The company behind Heinz ketchup, Kraft Mac & Cheese, Oscar Mayer, Philadelphia, and Kool-Aid.
🌶️
Poblano
Updated Feb 12, 2026 · ~14 min read
Lucid Group
(LCID ↗)
The Saudi-backed maker of the longest-range luxury EVs — burning billions to take on Tesla.
🌶️🌶️🌶️🌶️
Ghost
Updated May 5, 2026 · ~14 min read
Madrigal Pharmaceuticals
(MDGL ↗)
Maker of the first-ever approved drug for MASH, a liver disease affecting millions — racing to scale before competition arrives.
🌶️🌶️🌶️🌶️
Ghost
Updated May 6, 2026 · ~13 min read
Meta
(META ↗)
Facebook, Instagram, and WhatsApp — one of the most profitable ad machines ever built.
🌶️
Poblano
Updated Apr 29, 2026 · ~18 min read
Micron
(MU ↗)
They make the memory chips inside the AI servers everyone's racing to buy.
🌶️🌶️
Jalapeño
Updated Mar 19, 2026 · ~17 min read
Microsoft
(MSFT ↗)
Runs the software most companies work on — and, increasingly, the cloud and AI behind it.
🌶️
Poblano
Updated Apr 29, 2026 · ~18 min read
Moderna
(MRNA ↗)
The mRNA pioneer after the COVID boom — spending its war chest to turn a vaccine platform into the next generation of medicines.
🌶️🌶️🌶️🌶️
Ghost
Updated May 1, 2026 · ~13 min read
MSCI
(MSCI ↗)
The company behind the stock-market indexes and risk tools that trillions of investment dollars track.
🌶️
Poblano
Updated Feb 6, 2026 · ~12 min read
Nike
(NKE ↗)
They make the shoes you already wear.
🌶️🌶️
Jalapeño
Updated Apr 1, 2026 · ~16 min read
Nokia Corporation
(NOK ↗)
The 160-year-old Finnish company that used to make phones — and now powers the optical networks the AI buildout runs on.
🌶️🌶️
Jalapeño
Updated Mar 5, 2026 · ~21 min read
Norwegian Cruise Line
(NCLH ↗)
The cruise company behind Norwegian, Oceania, and the luxury Regent Seven Seas lines.
🌶️🌶️🌶️
Serrano
Updated Mar 2, 2026 · ~13 min read
NovoCure
(NVCR ↗)
An oncology-device company using *electric fields* to fight cancer — finally close to breakeven, with three Phase 3 readouts ahead.
🌶️🌶️🌶️🌶️
Ghost
Updated Apr 30, 2026 · ~16 min read
Nvidia
(NVDA ↗)
They make the chips behind almost every AI you've heard of.
🌶️
Poblano
Updated May 20, 2026 · ~15 min read
On Holding
(ONON ↗)
The Swiss running-shoe brand 'On' with the cloud-like soles — backed by Roger Federer, and growing fast.
🌶️🌶️
Jalapeño
Updated May 12, 2026 · ~17 min read
Oracle
(ORCL ↗)
The database giant that quietly became one of the biggest winners of the AI boom — by renting out the cloud computing power that AI companies are desperate for.
🌶️🌶️
Jalapeño
Updated Jun 20, 2025 · ~15 min read
Ouster
(OUST ↗)
It makes the lidar 'eyes' that let robots, cars, and machines see the world in 3D — riding the autonomy wave across many markets.
🌶️🌶️🌶️🌶️
Ghost
Updated May 5, 2026 · ~13 min read
Palantir Technologies
(PLTR ↗)
Software that helps governments and big companies make sense of their data — secretive, controversial, and suddenly very profitable.
🌶️🌶️
Jalapeño
Updated Feb 17, 2026 · ~18 min read
Pattern Group
(PTRN ↗)
They help brands sell on Amazon, Walmart, TikTok Shop, and ~150 other marketplaces — and take a cut of every sale.
🌶️🌶️🌶️
Serrano
Updated May 7, 2026 · ~18 min read
Plug Power
(PLUG ↗)
A hydrogen-economy pioneer trying to turn 25 years of losses into positive cash flow before its capital does.
🌶️🌶️🌶️🌶️
Ghost
Updated May 11, 2026 · ~18 min read
Pool Corp
(POOL ↗)
The largest distributor of swimming-pool supplies and equipment in the world.
🌶️
Poblano
Updated Feb 26, 2026 · ~11 min read
Procter & Gamble
(PG ↗)
The company behind Tide, Pampers, Gillette, and Crest — the everyday stuff in your bathroom and laundry room.
🫑
Mild
Updated Apr 24, 2026 · ~18 min read
Reddit
(RDDT ↗)
The self-described "front page of the internet" — thousands of community forums — that just turned its massive audience into its first real profit.
🌶️🌶️
Jalapeño
Updated Feb 6, 2026 · ~16 min read
Redwire
(RDW ↗)
The unglamorous infrastructure of space — solar arrays, structures, sensors — now bolted to a fast-growing defense-drone business.
🌶️🌶️🌶️🌶️
Ghost
Updated May 7, 2026 · ~13 min read
Republic Services
(RSG ↗)
The blue garbage and recycling trucks — one of the largest waste companies in North America.
🫑
Mild
Updated Feb 18, 2026 · ~11 min read
Riot Platforms
(RIOT ↗)
A Bitcoin miner repurposing its gigawatts of cheap power into data centers for the AI boom.
🌶️🌶️🌶️🌶️
Ghost
Updated Apr 30, 2026 · ~16 min read
Robinhood Markets
(HOOD ↗)
The app that made stock trading free, tap-to-buy, and — for better or worse — fun. They make money on the trades you don't pay for.
🌶️🌶️
Jalapeño
Updated Feb 18, 2026 · ~19 min read
Rocket Lab
(RKLB ↗)
They launch other companies' satellites — and increasingly, build the satellites too.
🌶️🌶️🌶️🌶️
Ghost
Updated May 7, 2026 · ~14 min read
Sandisk
(SNDK ↗)
The flash-memory company that just spun off from Western Digital — and walked straight into the AI storage boom.
🌶️🌶️🌶️🌶️
Ghost
Updated Apr 30, 2026 · ~18 min read
Seagate Technology
(STX ↗)
The world's largest maker of hard-drive storage — the kind AI data centers buy by the exabyte.
🌶️🌶️
Jalapeño
Updated Apr 29, 2026 · ~18 min read
ServiceNow
(NOW ↗)
The software that runs the boring-but-critical workflows inside big companies — IT tickets, HR requests, approvals — and almost never gets cancelled once it's in.
🌶️🌶️
Jalapeño
Updated Jan 29, 2026 · ~15 min read
SK hynix Inc.
(000660.KS ↗)
The Korean memory-chip maker whose HBM stacks have become the scarce fuel of the AI boom — and that just had the biggest quarter in its history.
🌶️🌶️
Jalapeño
Updated Apr 22, 2026 · ~22 min read
SpaceX
(SPCX ↗)
The rocket company is now mostly an internet company — and it just filed to go public.
🌶️🌶️🌶️
Serrano
Updated May 20, 2026 · ~18 min read
Super Micro Computer
(SMCI ↗)
A fast-growing AI-server maker with thin margins and a history of accounting scrutiny.
🌶️🌶️
Jalapeño
Updated May 5, 2026 · ~17 min read
Tesla
(TSLA ↗)
The electric-car maker betting its future on robotaxis and humanoid robots.
🌶️
Poblano
Updated Apr 22, 2026 · ~18 min read
TKO Group
(TKO ↗)
The owner of UFC and WWE — the company behind the fights and the wrestling you watch.
🌶️🌶️
Jalapeño
Updated Feb 25, 2026 · ~12 min read
Unilever
(UL ↗)
The maker of Dove, Hellmann's, Knorr, and Rexona — and, until 2025, the world's biggest ice cream business.
🌶️
Poblano
Updated Mar 12, 2026 · ~17 min read
Virgin Galactic
(SPCE ↗)
The space-tourism company building rocket-powered planes to fly paying passengers to the edge of space — burning cash fast while it races to relaunch flights in 2026.
🌶️🌶️🌶️🌶️
Ghost
Updated Mar 30, 2026 · ~16 min read
Visa
(V ↗)
They move $14 trillion a year between buyers and sellers — and skim a tiny fraction off the top.
🌶️
Poblano
Updated Apr 29, 2026 · ~19 min read
More briefs on the way. Each updates as the company files something new.