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Jun 14, 2026
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12 min read
How AI is impacting IT Consulting and recent AI ecosystem updates.
Apr 3, 2025
9 min read
Reddit's Potential.
Jan 31, 2025
10 min read
A look at Wheaton Precious Metals and legal implications of DeepSeek.
Nov 4, 2024
5 min read
CAVA's potential.
Oct 3, 2024
Intuit's Seasonality and Legal Issues.
May 24, 2024
24 min read
Revelations from SMCI's financial reports.
Aug 30, 2026
11 min read
SaaS and Nvidia.
Aug 8, 2026
A Variant Perception Analysis.
Jul 27, 2026
7 min read
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 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
8 min read
New tailwinds.
May 4, 2026
Hyperscalers' earnings quality detoriate as CAPEX goes parabolic.
Apr 28, 2026
GE Vernova's prospects.
Apr 19, 2026
A Dream Far Away.
Apr 9, 2026
16 min read
Euphoria always feels rational until it doesn’t.
Mar 25, 2026
Is FDX's restructing and optimzation program creating value?
Mar 17, 2026
6 min read
The party at Alcoa has just begun.
Sep 13, 2025
Tyson Foods and a little ABS talk.
Sep 8, 2025
What next for AN?
Aug 30, 2025
4 min read
AXON - Highflyer or Pretender?
Aug 24, 2025
A glitch in the matrix?
