Research Feed

Jan 28 - Feb 4: Four companies across the IT supply chain independently reported memory chip supply tightness: 1. AVT (distributor, Jan 28): "Lead times trending higher...spot price increases in memory, storage...supply dynamics suggest upward pricing pressure across many technologies going forward"

Four independent trucking companies (LSTR, CVLG, ARCB, SNDR) show coordinated inflection signals in January 2026—the first sustained rate/volume momentum after three years of freight recession. Street pricing this as neutral/cautious, but cross-ticker evidence suggests potential early-cycle turn. -

GNGBF's Q4 2025 earnings call revealed that adjusted EBITDA margins hit 20.3% in Q4 and 16% for the full year when excluding SEK 500M+ in tariff/FX headwinds. Management's 2028 guidance targets 16-19% margins—meaning the underlying business is already at the low end of that range, 2-3 years ahead of

SNDK's Q2 FY2026 earnings call (Jan 29, 2026) reveals a structural shift in NAND industry dynamics. The filing itself is a shell—the alpha is in the transcript, which contains three material signals beyond the already-captured earnings beat. CEO explicitly called out NAND market shifting from "quart

SanDisk's January 29, 2026 earnings call disclosed a structural shift in NAND market pricing mechanisms. CEO stated that the industry is transitioning from "quarterly auction" spot pricing to multi-year supply agreements with prepayment components and quantity commitments, driven by data center cust

Avnet's Q2 FY2026 earnings call (January 28, 2026) provides distributor-level confirmation of supply constraints across electronic components, validating manufacturer-level signals from SanDisk, Micron, Western Digital, and Seagate. Management disclosed that $150 million in memory and storage invent