Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Meta Platforms has unveiled a sweeping initiative to secure nuclear power as the backbone of its energy supply strategy for artificial intelligence (AI) data centers, marking one of the most ambitious power procurement moves by a technology company to date.</li><li>On January 9, 2026, the company announced it would become the anchor customer for several nuclear energy projects across the United States, including new advanced reactor developments with TerraPower and Oklo, and long-term power-purchase agreements with Vistra to secure electricity from three operating nuclear plants in Ohio and Pennsylvania.</li><li>This bold pivot toward nuclear energy comes amid a surge in electricity demand driven by AI workloads, and reflects growing urgency among tech firms to secure carbon-free, 24/7 power amid long grid interconnection delays and natural gas dependence.</li></ul>

Meta Platforms has unveiled a sweeping initiative to secure nuclear power as the backbone of its energy supply strategy for artificial intelligence (AI) data centers, marking one of the most ambitious power procurement moves by a technology company to date.On January 9, 2026, the company announced it would become the anchor customer for several nuclear energy projects across the United States, including new advanced reactor developments with TerraPower and Oklo, and long-term power-purchase agreements with Vistra to secure electricity from three operating nuclear plants in Ohio and Pennsylvania.This bold pivot toward nuclear energy comes amid a surge in electricity demand driven by AI workloads, and reflects growing urgency among tech firms to secure carbon-free, 24/7 power amid long grid interconnection delays and natural gas dependence.

Meta Goes Nuclear: Inside the Bold Energy Plan for AI Supremacy!

Managing Partner, VRS (Valuation & Research Specialists)

VRS (Valuation & Research Specialists)

Managing Partner

Valuation & Research Specialists (VRS) is a boutique financial advisor with more than 17 years of experience in Corporate Valuation and Finance, and a diversified client base including some of the largest Companies in Greece.

Since 2002, VRS has completed more than 200 engagements in the areas of business valuation and financial analysis for more than 100 clients in a wide range of industries.

VRS has been honored to work with small and large private and publicly traded companies in Europe and overseas.

Boutique Financial Advisor

<ul><li>Meta Platforms Inc. is a leading global social technology and digital advertising company.</li><li>Through its family of apps - including Facebook, Instagram, WhatsApp and Messenger - Meta provides social networking, messaging and content-sharing services to billions of users worldwide.</li><li>The company also invests in virtual/augmented reality and broader AI-driven platforms, primarily through Reality Labs and related initiatives.</li></ul>

Meta Platforms Inc. is a leading global social technology and digital advertising company.Through its family of apps - including Facebook, Instagram, WhatsApp and Messenger - Meta provides social networking, messaging and content-sharing services to billions of users worldwide.The company also invests in virtual/augmented reality and broader AI-driven platforms, primarily through Reality Labs and related initiatives.

Stock Analysis: META PLATFORMS INC. Common Stock - November 26, 2025

<ul><li>Meta Platforms just made another bold AI move.</li><li>In a deal reportedly valued north of $2 billion, Meta acquires Manus, a rising AI agent company born in China and based in Singapore.</li><li>It’s a flashy headline, but behind it lies a strategic pivot: a move toward intelligent agents that can act autonomously, not just respond to prompts.</li></ul>

Meta Platforms just made another bold AI move.In a deal reportedly valued north of $2 billion, Meta acquires Manus, a rising AI agent company born in China and based in Singapore.It’s a flashy headline, but behind it lies a strategic pivot: a move toward intelligent agents that can act autonomously, not just respond to prompts.

Meta Acquires Manus For $2 Billion To Battle Google & OpenAI—But Is It Too Little, Too Late?

<ul><li>Meta Platforms is getting serious about becoming a true AI heavyweight.</li><li>In its most recent Q3 2025 earnings call, the company confirmed it's deep into development of two new generative AI models—a visual model code-named Mango and a large language model called Avocado.</li><li>The goal?</li></ul>

Meta Platforms is getting serious about becoming a true AI heavyweight.In its most recent Q3 2025 earnings call, the company confirmed it's deep into development of two new generative AI models—a visual model code-named Mango and a large language model called Avocado.The goal?

Meta’s Mango & Avocado AI Could Impact Gemini Nano Banana & Kill Photoshop Forever!

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Thematic (Sector/Industry)

<ul>
<li>We tracked AI models, infrastructure, and funding this week: DeepSeek raised V4 pricing, while Anthropic showed profit before listing.</li>
<li>China labs pushed pricing, agents, and device subscriptions; US labs added OpenAI Ultrafast, Gemini Flash, Meta Glimmer, and Grok releases.</li>
<li>Nvidia lined up financing platforms, Anthropic signed compute capacity, DayOne filed for a US IPO, and OpenRouter revenue shifted toward Anthropic.</li>
</ul>


We tracked AI models, infrastructure, and funding this week: DeepSeek raised V4 pricing, while Anthropic showed profit before listing.
China labs pushed pricing, agents, and device subscriptions; US labs added OpenAI Ultrafast, Gemini Flash, Meta Glimmer, and Grok releases.
Nvidia lined up financing platforms, Anthropic signed compute capacity, DayOne filed for a US IPO, and OpenRouter revenue shifted toward Anthropic.


This Week in AI (Aug 9-15): DeepSeek Hikes V4 Prices; Anthropic Shows Profit Before Listing

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta (META US)

Meta Goes Nuclear: Inside the Bold Energy Plan for AI Supremacy!

Meta Platforms has unveiled a sweeping initiative to secure nuclear power as the backbone of its energy supply strategy for artificial...

Baptista Research

Stock Analysis: META PLATFORMS INC. Common Stock - November 26, 2025

Meta Platforms Inc. is a leading global social technology and digital advertising company. Through its family of apps - including Facebook,...

VRS (Valuation & Research Specialists)

Meta Acquires Manus For $2 Billion To Battle Google & OpenAI—But Is It Too Little, Too Late?

Meta Platforms just made another bold AI move. In a deal reportedly valued north of $2 billion, Meta acquires Manus, a rising AI agent company...

Baptista Research

Meta’s Mango & Avocado AI Could Impact Gemini Nano Banana & Kill Photoshop Forever!

Meta Platforms is getting serious about becoming a true AI heavyweight. In its most recent Q3 2025 earnings call, the company confirmed it's deep...

Baptista Research

This Week in AI (Aug 9-15): DeepSeek Hikes V4 Prices; Anthropic Shows Profit Before Listing

This week in AI: DeepSeek raised V4 pricing; Anthropic showed profit before listing; Nvidia financed data centers, and DayOne filed.

Ke Yan, CFA, FRM

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