AlphaOS

Research & analysis only — not investment advice

Know what's moving your stocks.

AlphaOS reads the filings, earnings calls and news for you, and tells you what changed and why it matters.

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10,700+

companies covered

67,300+

documents indexed

93,900+

news stories analyzed

3.7M+

disclosure facts

What AlphaOS does

Everything that moves your stocks. One place.

Historical example · October 2026

Catch what changed

Filings, earnings and news, filtered down to the few changes that matter.

Explore latest developments

Example theme · Energy Transition

See the ripple

One event moves suppliers, customers and whole themes. AlphaOS maps who it touches.

Explore the power-demand theme

Historical illustration · FY2026

Earnings, decoded

The numbers behind the headline, read straight from the 10-Q and 10-K.

Read Microsoft's earnings

Historical example · October 14, 2026

Your thesis, checked daily

A plain verdict on whether your reason for owning still holds.

Read the example thesis check

Thesis check

Is your reason for owning it still true?

Write it once. AlphaOS checks it against new filings and headlines every day, and tells you when it starts to break.

Your thesis

Microsoft's AI capex keeps rising, and that will keep lifting its cloud margins.

Try it onNVDAMSFTTSLAAAPL
MSFTChecking…

Verdict

Mixed

  • AI capex keeps risingHoldsCapex $115.9B, up 79.6% (10‑K)
  • Capex lifts cloud marginsBreakingCloud costs +44.1% vs revenue +29.7% (10‑K)
  • Azure demand absorbs itUnclearAzure +43%, but capacity is constrained
“Microsoft Azure is exploring potential cost reductions of at least 20%… to offset heavy infrastructure investments.”
News, Oct 13, 2026 · counts against the margin claim
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Filings beat headlines

A company's own report outranks the news about it.

No guessing

When there's no evidence, AlphaOS says so.

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