INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
DELL On Par with SMCI on AI Order Revs But Backlog Slows to 30%
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DIDIY (Also UBER) | Margins Saved the Quarter; Growth TBD
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Retail | Detailed Traffic Analysis 5/29 Learn More
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Visits and Comp Sales Accelerate – Trend Looks Strong. Earnings Look Ahead

INVITE | LULU | Press, Cover, Buy? Learn More
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Deep Dive Black Book on whether the recent shellacking is a time to step in Long side, or if there's more to play out on the Short.

RESTAURANT INSIGHTS | SG Black Book, Chili's Traffic (EAT), Changes to the PM (MCD, CBRL) Learn More
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SG Black Book, Chili's Traffic (EAT), Changes to the PM (MCD, CBRL)

Weekly Position Monitor
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Financials I-Vol Table
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Financials I-Vol Table
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Federal Reserve Weekly H.8 Update
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Sunday Retail Edge | 11 Callouts Ahead of Earnings
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