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Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Hudson Labs
ADI

Analog Devices Q3 2026 Earnings Preview: ADI Revenue Preview

Analog Devices (ADI) Q3 2026 earnings preview: consensus sees $3.9B revenue, 34% YoY growth, and strong AI/data center demand.

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Hudson Labs
DE

Deere Q3 2026 Earnings Preview: DE Revenue, Guidance, Margins

Deere & Company (DE) Q3 2026 earnings preview: modest revenue growth, margin pressures, and segment performance insights.

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Elon Musk — Prediction Scorecard
Deep DiveResearch

Elon Musk — Prediction Scorecard

In honour of Tesla earnings, here is a list of predictions and promises made by Elon Musk since January 2019. We've included an indicator of which were achieved, which weren't and the eventual date of the outcome, if relevant.

Suhas Pai·
Hudson Labs
LOW

Lowe’s Q2 2026 Earnings Preview: LOW Revenue, Guidance, Outlook

Lowe’s Q2 2026 earnings preview: consensus revenue $26.2B, EPS $4.15, and focus on Pro segment and margin trends.

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Hudson Labs
Deep DiveResearch

The Anatomy of a GPU: Value Chain Map

All the components of a GPU explained, with each component's supply chain ecosystem mapped

Suhas Pai·
Hudson Labs
WMT

Walmart Q2 2026 Earnings Preview: WMT Guidance and Preview

Walmart (WMT) Q2 2026 earnings preview covers guidance, consensus, and critical growth drivers like eCommerce and advertising.

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Elon Musk Predictions & Outcomes: 2019 to 2026
TSLADeep Dive

Elon Musk Predictions & Outcomes: 2019 to 2026

Explore Elon Musk's Tesla predictions and see which came true by 2026, including FSD progress and Optimus outcomes.

Suhas Pai·
Hudson Labs
AMAT

Applied Materials Q3 2026 Earnings Preview: AMAT Guidance & Preview

Applied Materials (AMAT) Q3 2026 earnings preview highlights strong revenue and EPS guidance, with focus on semiconductor growth and margin sustainability.

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AI Replacing SaaS: 2026 Software Insourcing Trends
AI & Emerging TechnologiesTechPLTRResearch

AI Replacing SaaS: 2026 Software Insourcing Trends

Major software firms like Palantir and GoDaddy are shifting from third-party SaaS to AI-powered internal solutions in 2026.

Kris Bennatti·