Equity Research for Growth & Tech Stocks.
Transparent equity research built from primary sources. Every figure is traceable, every assumption is identified, and every conclusion is backed by evidence. The result is a clear view of the business, and the price at which it becomes worth owning.
Deep Dives
Everything you need to make informed investment decisions and grow your portfolio
Why I built AlphaForge
I built AlphaForge because I kept hitting the same wall as an investor. Ten analysts would cover the same company and the same quarter and land on price targets hundreds of percent apart, not because the figures were unclear, but because almost nobody showed their work. The number was always there. The sourcing rarely was.
So I write the research I wanted to read. One company at a time, worked from the primary documents up. Every figure traces back to an earnings deck, a call transcript, or a filing, and I would rather cut a claim than leave it unsourced. Where a company can be valued, I value it and tell you what I think the stock is worth. Where it genuinely can't, I say that too, instead of hiding the uncertainty behind a number. Either way, I publish the checkpoints to judge the call against as it plays out.
That is the whole idea. If it is the kind of analysis you have been looking for, the reports are here.
Daan
What's coming
I'm working through the growth-tech and AI universe one company at a time. The companies below are on the roadmap.
Tesla is live, AMD is next. Each report publishes when the analysis is done, not on a schedule.
Get an email whenever a new report goes live, an existing one materially updates, or a new video lands. No spam, no fixed schedule.
- ✓A new deep dive when it publishes
- ✓A note when an existing report materially updates
- ✓The occasional video worth your time