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Oct 8, 2026
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6 min read
History of cartels, quality of earnings, and recent developments.
Aug 30, 2026
11 min read
SaaS and Nvidia.
Apr 28, 2026
8 min read
GE Vernova's prospects.
Mar 25, 2026
9 min read
Is FDX's restructing and optimzation program creating value?
Apr 14, 2025
Stay Calm?
Nov 4, 2024
5 min read
CAVA's potential.
Sep 21, 2024
7 min read
Is WingStop capitalizing technology expenses incorrectly?
Sep 27, 2026
A long term model portfolio.
Sep 22, 2026
A variant perception.
Sep 17, 2026
4 min read
Reviewing and building upon the 2024 article.
Aug 8, 2026
10 min read
A Variant Perception Analysis.
Jul 27, 2026
Hyperscalers' net income is set to fall. Risks are brewing in subprime land.
Jul 14, 2026
14 min read
Beneficiaries of the $1.5 trillion defense budget and US Space Force mordernization.
Jun 29, 2026
15 min read
AI and Macro Developments.
Jun 14, 2026
12 min read
How AI is impacting IT Consulting and recent AI ecosystem updates.
Jun 1, 2026
23 min read
Recent developments. And are GPUs sitting in warehouses?
May 18, 2026
A major strategic pivot acting as a overhang, giving investors an opportunity.
May 13, 2026
New tailwinds.
May 4, 2026
Hyperscalers' earnings quality detoriate as CAPEX goes parabolic.
Apr 19, 2026
A Dream Far Away.
Apr 9, 2026
16 min read
Euphoria always feels rational until it doesn’t.
Sep 13, 2025
Tyson Foods and a little ABS talk.
Sep 8, 2025
What next for AN?
