Can you copy a famous investor’s 13F?
A famous investor filed. What could an outside investor actually have known—and at what price?
- Evidence through
- 24 October 2026
- Published
- 23 October 2026
- Length
- 5 min read
Buteon Research
Evidence-bounded public research that separates observations, estimates, forecasts, projections, and what remains unknown.
These Research Notes apply Buteon's reading discipline to public evidence. They are dated evidence reviews. Where a note includes a recorded Buteon read, it identifies its timestamp and limits. Relevant financial interests are disclosed within each note.
Published desk
11 notesResearch Notes
Reviewed notes, newest first, each built around an explicit evidence boundary.
Google stock: the ace of the stock market?
From computing power to Argon, Playground, quantum and brain mapping: Buteon examines Google’s case for being the stock market’s ace.
- Evidence through
- 11 October 2026
- Published
- 11 October 2026
- Length
- 7 min read
Oracle stock: insider buying meets a $664B backlog
A director just bought $3.48 million of Oracle shares. The order book is enormous. The cash left for shareholders is the test.
- Evidence through
- 4 October 2026
- Published
- 4 October 2026
- Length
- 5 min read
SpaceX’s $52M share-sale notice: a reason to worry?
A $52M proposed sale. A June trading plan. Buteon examines what Shotwell’s SpaceX filing actually tells investors.
- Evidence through
- 24 September 2026
- Published
- 24 September 2026
- Length
- 4 min read
AMD Stock and Meta Muse: Is the AI Agent CPU Boom Real?
One Muse VM reportedly used AMD EPYC. The stock case rests on fleet-wide orders, profitable shipments and a price that already expects a lot.
- Evidence through
- 23 September 2026
- Published
- 23 September 2026
- Length
- 7 min read
AI security stocks: who sells the shield?
The market has noticed AI security. Now test the products, the business and the price.
- Evidence through
- 14 September 2026
- Published
- 14 September 2026
- Length
- 7 min read
Leopold Aschenbrenner’s holdings: what changed after the sell-off?
June holdings, July losses, September options: three different pieces of evidence, not one current portfolio.
- Evidence through
- 13 September 2026
- Published
- 13 September 2026
- Length
- 9 min read
SpaceX stock: how much of tomorrow is already in the price?
SpaceX’s valuation is already a forecast.
- Evidence through
- 13 August 2026
- Published
- 14 August 2026
- Length
- 13 min read
Anthropic IPO: The process is real. The public-market case is still incomplete.
Anthropic says its run-rate revenue crossed $47 billion and its latest private round valued it at $965 billion. Neither substitutes for audited financials, ownership detail, risk factors or IPO terms.
- Evidence through
- 12 August 2026
- Published
- 12 August 2026
- Length
- 14 min read
Is AI a bubble? The technology is real. The price can still be wrong.
The evidence supports an active infrastructure cycle: rising company-reported revenue, Micron-specific HBM agreements and a supplier market forecast. Those are three different evidence classes—not one measure of HBM demand or proof of durable returns.
- Evidence through
- 23 July 2026
- Published
- 24 July 2026
- Length
- 7 min read
Michael Burry's Palantir put position: what the 13F showed — and what it didn't
The $912.1 million Palantir put entry in Scion's 13F was 5,000,000 underlying shares × $182.42 — the quarter-end closing price. A valuation line, not a cheque.
- Evidence through
- 21 July 2026
- Published
- 22 July 2026
- Length
- 12 min read
Editorial boundary
What a Research Note is for
Primary evidence first
Original reports, datasets, filings, and official instructions carry the factual load.
Classification before inference
Survey, actual, estimate, forecast, and projection are not interchangeable labels.
Unknown remains unknown
Self-disclosure, inference, and regulator-verified facts are labeled separately.
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