Tech stocks, read plainly.
Alphategy is single-stock and sector research on U.S. tech names, written by a former sell-side analyst — no jargon, no hype, just what the numbers and the filings actually say.
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Industry Research
[Demo] A Framework for Semiconductor Investing: Follow the Value Chain
A demo post showing the structure of an industry piece: value chain map, segment economics, cycle position, and a watchlist. Replace with real research.
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Stock Analysis
[Demo] Microsoft (MSFT): Reassessing Valuation in the Cloud-plus-AI Era
A demo post showing the structure of a company deep dive: business model, financials, competitive landscape, and valuation. Replace with real research.
Ex-sell-side, still doing the homework
I spent years covering technology names on the sell side before going independent. Alphategy is the research I always wished were public: full write-ups on individual names, sector deep dives, and honest earnings reviews — without a trading desk or a client list shaping the conclusion.
One email when a new piece goes up. No sponsored posts, no daily noise.