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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.

Lululemon Initiation Report
$LULU

Lululemon Initiation Report

Lululemon (LULU) faces North America slowdown but posts strong China growth. See 2026 stock analysis, revenue, margins, and leadership updates.

Buddy Wiseman-Barker
Micron (MU) Q3 2026 Earnings Preview
MUPreview$MU

Micron (MU) Q3 2026 Earnings Preview

Micron (MU) Q3 2026 earnings preview: revenue and margin expected to surge on AI memory demand and supply constraints.

Buddy Wiseman-Barker
Nike (NKE) Q4 2026 Earnings Preview
$NKE

Nike (NKE) Q4 2026 Earnings Preview

Nike (NKE) Q4 2026 earnings preview: revenue seen down 3% YoY, China weak, North America modestly up. Key factors and guidance inside.

OpenAI Ecosystem
AI & Emerging TechnologiesOpenAICerebras+4

OpenAI Ecosystem

Explore the most important public company relationships with OpenAI in 2026, including Microsoft, AMD, and NVIDIA.

Kris Bennatti
Companies Involved in Prediction Markets, Gambling, or Sports Betting Activities
Industry LandscapeResearch$DKNG

Companies Involved in Prediction Markets, Gambling, or Sports Betting Activities

Discover leading companies in prediction markets and sports betting, including DraftKings and Flutter, with key 2026 stats and trends.

Comprehensive Overview of the Space Industry: Key Segments and Trends
IndustrialsSAAQPMTR+11

Comprehensive Overview of the Space Industry: Key Segments and Trends

Detailed primer on the space industry, with key players, drivers, risks and long-term trajectory.

Buddy Wiseman-Barker
K-Shaped Economy: Consumer Behaviour Trends in 2026
Market & MacroKOPG+6

K-Shaped Economy: Consumer Behaviour Trends in 2026

Consumer demand in 2026 is split: lower-income shoppers face pressure, while higher-income cohorts remain resilient. UNFI, ELF, KO, TGT trends included.

Kris Bennatti
What could be the next bottleneck for AI after memory?
AI & Emerging TechnologiesMRVLMU+3

What could be the next bottleneck for AI after memory?

Discover why power and energy are the top AI bottlenecks after memory, with insights from Nvidia, Marvell, Enbridge, and more in 2026.

Buddy Wiseman-Barker
The Most Stressed Out CEOs
Market & MacroResearch

The Most Stressed Out CEOs

Discover why CEOs at Magnera (MAGN), Moelis (MC), and Scotts Miracle-Gro (SMG) are worried in 2026.

Kris Bennatti