About these reports. These are AI-generated equity research reports produced by Aerondight's Thesis engine (powered by Claude Opus). They combine quantitative signals, fundamental data, and recent news into structured analyses that I use as one input in my own investment decisions. The reports serve primarily as a sanity check on the quantitative scores and as a way to surface sentiment from recent news — they carry a small weight in my final decision, not a deciding one. I am currently holding positions in several of the names analyzed. Nothing on this page is investment advice; these are personal research notes made public for transparency.