Company Analysis
Free access to technical, non-financial, and financial analysis of key companies
FreeUpwork (UPWK): #1 Freelance Platform at 61% Share — Gangbangcheon B × Geochajesi 8/20, AI Tailwind and AI Substitution Dilemma Coexist
Take Rate 19.4% ATH, FCF margin 28%, AI GSV +40% YoY are real — but active client decline and revenue stagnation triggered a -19.3% single-day crash on Q1 2026 earnings. Gangbangcheon B × Geochajesi 8/20 — reassess after Q2 2026 results (August).
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FreeWilliams Companies (WMB): Transco Monopoly + AI Power Play — Gangbangcheon B × Geochajesi 16/20, High Quality Meets High Valuation
Transco pipeline monopoly transports 30%+ of US gas consumption. Power Innovation captures AI datacenter power demand directly ($9.6B investment, $1.4B EBITDA target). 52 consecutive years of dividend growth. However, EV/EBITDA 16x premium — even the optimistic K-PER scenario implies -21%.
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FreeCATL (300750): Global EV Battery #1 for 9 Consecutive Years — Gangbangcheon A (5/5) × Geochajesi 15/20, Conservative Upside +25%
39.2% share (2x #2) + 54,000 patents + Q1 2026 revenue +52.5% earnings surprise. All 5 Gangbangcheon steps passed (Grade A). Core risk: US DoD blacklist. Split entry (30% now + 30% at 400–410 yuan + 40% at 380–390 yuan) is the optimal strategy.
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FreeSaltlux (304100): Korea's Sovereign AI Pioneer — Gangbangcheon C × Geochajesi 8/20, No Buy Until Profitable
25-year NLP heritage + Luxia LLM 3.0 + GOOVER 1.5M users. Has all the ingredients of a sovereign AI pioneer, but 5 consecutive loss years and bearish downtrend are the blockers. Gangbangcheon C × Geochajesi 8/20 — no entry until RSI divergence or profitability is confirmed.
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FreeFull Truck Alliance (YMM): China's #1 Digital Freight Platform — Gangbangcheon A × Geochajesi 11/20, Great Business, Waiting for Timing
The "Uber for trucking" in China's ¥6.2T freight market. Two-sided network moat, 25.8% FCF margin, +101% conservative upside. A complex investment case where a full death-cross chart and VIE risk coexist.
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FreeCoinbase (COIN): US Crypto Regulatory Monopolist — Gangbangcheon B+ × Geochajesi 12/20, Conservative K-PER Upside +178%
Diversifying with 80%+ ETF custody, USDC, and Base L2, but 52% trading fee dependency remains. The equation: bearish falling channel ($182, -59% from ATH) vs. 178% conservative K-PER upside. Watch mode — staged entry in small size after $180 support confirmation.
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FreePalladyne AI (PDYN): Defense AI Pivot Micro-Cap — Gangbangcheon C × Geochajesi 11/20, FY2026 Guidance Is Everything
Three-pivot company (robotics → AI SW → defense integrator). Building AFRL credibility with SwarmOS and IQ. Q1 revenue +107%, backlog $17.3M, guidance $24–27M (+357–415%). Exact Fibonacci 38.2% touch at $7.53, RSI 65 overbought. Gangbangcheon C — reassess after Q2 earnings (Aug 5).
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FreeThe Trade Desk (TTD): Independent DSP Global Leader — 103% Conservative Upside Near 52-Week Low
World's #1 independent DSP with 25.8% market share, FCF $750M, 7.2% FCF yield. Price $22.18 is -76% from high, near 52-week low. Gangbangcheon B+ × Geochajesi 7/20 — conservative K-PER upside 103%. RSI 36, staged entry after support confirmation.
View AnalysisFreeAppLovin (APP): The AXON Data Flywheel & 85% EBITDA Margin Ad-Tech Empire
85% adj. EBITDA (Q1 2026), 72.1% FCF margin, ad revenue +59% YoY. June AXON Ads Manager full launch unlocks unlimited e-commerce TAM. Gangbangcheon A+ (5/5) × Geochajesi 14/20 — staged entry.
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FreeSK Square (402340): Leveraged Play on the AI Semiconductor Supercycle via NAV Discount Compression
Largest SK Hynix shareholder (20.1%). 97.7% of NAV in a single asset — effectively a structure to buy SK Hynix at a discount. +204% YTD, -24% correction from ₩1,337K ATH. NAV discount 47%→30% target gap remains. Gangbangcheon B × Geochajesi 12/20.
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FreeSony (SONY): The Entertainment, Sensor, and Subscription Pivot
Three-engine growth: PlayStation subscription (PS Plus 23.7M), Crunchyroll anime (21M paid, +24% YoY), and 53% global CMOS sensor share. FY2027 op income +11% guidance + ¥500B buyback. Gangbangcheon A (5/5) × Geochajesi 12/20 — staged accumulation.
View AnalysisFreeNaver (035420): Korea's Search-Commerce-Fintech Platform
Korea search #1 (62.9%), commerce +26.2% YoY, Pay ₩45.5T annually, Dunamu merger pending. Op income +48.3% FY2023→25, ROE 5.6%→11%. Gangbangcheon A (5/5) × Geochajesi 12/20 — staged accumulation.
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FreeUpstart (UPST): The #1 AI Consumer Lending Platform in the US
Platform with AI data moat (100M+ credit events) and 91% automation rate serving 100+ bank and credit union partners. FY2025 GAAP profitability achieved, Q1 2026 +44% YoY. Gangbangcheon B × Geochajesi 8/20 — wait.
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FreeMercadoLibre (MELI): Latin America's Integrated Digital Commerce Ecosystem
Dual-engine growth (commerce + fintech), 27 consecutive quarters of 30%+ revenue, triple moat — the equation between enormous structural growth headroom and intrinsic Latin American macro risk.
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FreeKeyence (6861.T): The Sales-System Moat Behind a 54% Operating Margin
Fabless + direct consultative sales delivers an unprecedented 54% operating margin for a hardware company. PER 43x already prices in all strengths — entry price is 80% of the return.
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FeaturedFreeServiceNow (NOW): Monopoly on the AI Agent Execution Layer
No matter how capable an AI agent becomes, executing on legacy enterprise systems requires ServiceNow. cRPO +22.5%, workflow data moat, Now Assist ARR trajectory.
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FreeSalesforce (CRM): How Agentforce Is Reshaping the Revenue Model
Agentforce ARR past $800M, Data Cloud 22T records, FY2025 operating income $7.2B. The per-seat to outcome-based shift is showing up in the numbers.
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FreeSnowflake (SNOW): The Consumption Engine AI Workloads Are Fueling
AI workloads growing 3–4x faster than non-AI. Q4 product revenue +30%, RPO +42%, NRR 125%. Full breakdown of GAAP losses and SBC.
View AnalysisFreeDatadog (DDOG): Structural Beneficiary of AI Infrastructure Growth
Q1 2026 revenue +32% YoY to $1.006B, 4,550 customers with $100K+ ARR. As AI infrastructure scales, monitoring consumption follows automatically.
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