The notebook
Archive
- Western Digital Corporation (WDC) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/WDC Theme: Compute (HDD/storage); NAND flash business spun
- Travere Therapeutics, Inc. (TVTX) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/TVTX Theme: Genomics/biotech (rare kidney disease) Date: 2026-
- TG Therapeutics, Inc. (TGTX) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/TGTX Theme: Genomics/biotech (multiple sclerosis drug Briumvi) Date:
- Sociedad Química y Minera de Chile S.A. (SQM) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/SQM Synthos Research — institutional deep-dive. Not investment advice.
- SNDK — Sandisk Corporation ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/SNDK Theme: Compute (memory/NAND) | Sector: Technology / Semiconductors | Price:
- Planet Labs PBC (PL) — Deep Dive Theme: Frontier (satellite imaging / space data) Date: 2026-07-02 1. What It Is Planet Labs operates the largest commercial fleet of Earth-imaging satellites, capturing daily, full-Earth imagery
- Marvell Technology, Inc. (MRVL) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/MRVL Theme: Compute (custom silicon / optical interconnect) | Date: 2026-
- Lattice Semiconductor Corporation (LSCC) — Deep Dive Theme: Compute (FPGA) | Price: $146.30 | Market Cap: ~$20.0B | Date of note: 2026-07 1. What it is Lattice Semiconductor designs low-power, small-footprint FPGAs (field-programmable gate
- Lam Research (LRCX) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/LRCX Date: 2026-07-02 | Price: $391.26 | Market
- Lumentum Holdings (LITE) — Deep Dive ▸ The full interactive deep dive — interactive price chart (updated weekly), scores, fair value, and the expert-claim panel: research.synthosresearch.com/LITE Theme: Compute / Optical Datacenter Interconnect Date: 2026-07-
- Halozyme Therapeutics (HALO) — Deep Dive Price: $77.01 | Market cap: ~$9.1B | 52-wk range: $52.72–$82.22 | Sector: Healthcare / Biotechnology Data as of: FY2025 10-K (filed 2026-02-17) + Q1 FY2026 (filed
- Forgent Power Solutions, Inc. (FPS) — Deep Dive Synthos Research — institutional deep-dive. Not investment advice. Data as of: local FMP cache (2026-07-02). Price $49.90, market cap ~$12.18B (NYSE). DATA-QUALITY FLAG (read first)