Palantir
PLTR
Commercial growth and operating leverage strengthen the business; valuation still requires sustained execution.
Review overdueReviewed Next review
MINTO RESEARCH
Company research
Understand the business. Follow the value.
One primary sector per company; public material first within each sector.
Search and sector filters apply only to the company directory. The judgment board below has separate tier tabs; choose a search suggestion to jump to a company’s judgment.
All sectors/30 companies
Memos & models · MembersGICS sector framework · Classification notes
Each company appears once under its primary sector. Minto maps public business and fund disclosures to the GICS sector framework; this is not a licensed GICS company dataset. Private companies are self-mapped. Business labels describe research coverage, not official GICS sub-industries. Reviewed 15 Sep 2026. Methodology ↗
Information Technology
Semiconductors, software, cloud and computing
NVIDIAExploreSemiconductors
SK HynixExploreMemoryPalantirExploreEnterprise software
MicronExploreMemoryMore companies (13)
SamsungExploreElectronics & memory
NebiusExploreCloud services
MarvellExploreSemiconductors
OpenAIExploreFoundation models · Self-mapped
AnthropicExploreFoundation models · Self-mapped
QuantinuumExploreQuantum computing · Self-mapped
AMDExploreSemiconductors
BroadcomExploreSemiconductors
TSMCExploreFoundry
ASMLExploreSemiconductor equipment
MicrosoftExploreSoftware & cloud
CoreWeaveExploreCloud services
IonQExploreQuantum computing
Industrials
Aerospace and electrical equipment
Consumer Discretionary
E-commerce and consumer services
Communication Services
Media, platforms and communication networks
Further coverage
Health Care
Pharmaceuticals and healthcare services
2 companiesConsumer Staples
Food, beverages and everyday essentials
1 companiesNo matching companies. Try another keyword or choose All.
Financial visual directory · Chinese source editions
Each report retains its own reporting period and verification scope. These are dated research attachments, not live financial data.
- Rocket Lab · 2026Q2
- NVIDIA · FY2027 Q2
- Samsung Electronics · 2026Q2
- 腾讯 · 2026Q2
- Palantir · 2026 Q2
- Nebius · 2026 Q2
- SK hynix · Q2 2026
- 贵州茅台 · 2026 Q2
- Amazon · 2026 Q2
- Anthropic · 公开经营披露 · 非完整季度报表
- Hims & Hers · 2026 Q2
- Marvell · Q2 FY2027
- Micron · Q3 FY2026
- OpenAI · 公开经营披露 · 非完整季度报表
- PDD Holdings · Q2 2026
- Quantinuum · Q2 2026
- SpaceX · 报告截止 2026-06-30
The research ledger
Good company, good price.
Company quality, valuation and the evidence to watch next — a dated record of each research judgment.
- On schedule
- 0
- Review within 7 days
- 0
- Review overdue
- 15
Updated
This board is independent of the company directory search above. Use the tier tabs below to browse judgments. Review status tracks review dates, not whether a view is correct.
15 historical judgments await review. Their classifications describe the last published view, not a current price assessment.
Good company, waiting for price
Company quality is established; valuation or expected return is the main remaining blocker.
NVIDIA
NVDA
Data-center demand and profitability remain strong; product transitions and customer returns warrant a valuation buffer.
Review overdueReviewed Next review
Samsung Electronics
005930.KS
Memory drives a sharp earnings recovery, but valuation must survive a normalized cycle.
Review overdueReviewed Next review
SK Hynix
000660.KS
HBM and server memory support the moat; cycle peaks and investment gains must be separated from sustainable earnings.
Review overdueReviewed Next review
Marvell
MRVL
Data-center and custom silicon growth are supported by results, but valuation demands further acceleration.
Review overdueReviewed Next review
Micron Technology
MU
Memory demand and cash generation strengthen, but peak earnings can make headline P/E misleading.
Review overdueReviewed Next review
Amazon
AMZN
AWS and retail earnings improve, but investment gains inflate net income while capex weighs on free cash flow.
Review overdueReviewed Next review
Judgments are dated research records, not real-time trading signals. Price or evidence changes trigger a review; published tiers never change automatically.