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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.
May 4, 2026
Hyperscalers' earnings quality detoriate as CAPEX goes parabolic.
May 15, 2025
6 min read
Everything is not kosher at DUOL.
Oct 3, 2024
5 min read
Intuit's Seasonality and Legal Issues.
Sep 21, 2024
7 min read
Is WingStop capitalizing technology expenses incorrectly?
May 24, 2024
24 min read
Revelations from SMCI's financial reports.
Sep 22, 2026
A variant perception.
Sep 17, 2026
4 min read
Reviewing and building upon the 2024 article.
Aug 30, 2026
11 min read
SaaS and Nvidia.
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 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.
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
9 min read
Is FDX's restructing and optimzation program creating value?
Mar 17, 2026
The party at Alcoa has just begun.
Sep 13, 2025
Tyson Foods and a little ABS talk.
Sep 8, 2025
What next for AN?
