Research Report
Oracle’s Cloud Infrastructure Grew 121%. Turning That Growth Into Cash Is the Hard Part.
A $664 billion contract book supports the demand story. The harder question is how much value the buildout leaves for each share.
Research Report
Long-form research reports and deep-dive analyses.
Research Report
Research Report
TSMC Grew 45%. The World’s AI Bottleneck Is Also Its Biggest Geopolitical Risk.
July revenue reached NT$467.6 billion as advanced-node and AI demand accelerated.
Research Report
AWS Reaccelerated to 37%. Amazon’s Free Cash Flow Turned Negative.
AI demand and a broader silicon strategy are restoring the cloud leader's growth. Now Amazon must prove that the largest infrastructure build…
Research Report
Meta Grew Ads 27%. Free Cash Flow Fell to $784 Million. The AI Bill Is Here.
Meta's advertising engine is accelerating. Its infrastructure bill is accelerating faster.
Research Report
Apple Reached $5 Trillion Without Leading AI. That Grace Period Is Ending.
Apple just delivered its strongest June quarter ever. The stock still asks investors to pay 38 times earnings before Siri AI has…
Research Report
Google Raised Its AI Bill to $200B. Search Still Won’t Die
Search grew 17%. Cloud grew 82%. The real question is no longer whether AI will kill Google - it is whether Google…
Research Report
Duolingo’s Reset May Be Mispriced
A 14% bookings number looks ugly. The operating system behind it still grew users, subscribers, revenue, and free cash flow at double-digit…
Research Report
Salesforce Got Treated Like Dead SaaS. The Numbers Say Otherwise.
A 40% drawdown, a 10.7% free-cash-flow yield, and a stock still sitting far below consensus.
Research Report
Credo Tripled Its Revenue. Then the Stock Lapped Its Analysts.
Revenue grew 206% and net income went from red to $472M in three years
Research Report
SpaceX Goes Public. Here’s What $135 Actually Buys.
The largest IPO in history is a profitable satellite company strapped to a $6.4 billion-a-year AI burn. The S-1 tells you which…
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