Analysis of semiconductor, software, internet, AI, and consumer technology companies.
Intuit is combining QuickBooks, TurboTax, Credit Karma, Mailchimp, proprietary data, AI agents, and human experts into a financial platform. We examine fiscal 2026 results, competitive advantages, growth risks, and a valuation framework.
A fundamentals-first analysis of Adobe (ADBE), including its subscription model, Creative Cloud and Acrobat moat, AI strategy, recurring revenue, cash flow, valuation, and risks.
A fundamentals-first analysis of Broadcom (AVGO), including custom AI accelerators, networking chips, VMware software, free cash flow, debt, valuation, and key risks.
Taiwan Semiconductor Manufacturing Company (NYSE: TSM), better known as TSMC, is the world’s leading dedicated semiconductor foundry. Rather than designing consumer chips under its own brand, TSMC manufactures advanced semiconductors for customers across artificial intelligence, high-performance computing, smartphones, automotive electronics, and connected devices. This position gives TSMC exceptional exposure to rising computing demand, but it … Read more
Meta Platforms (NASDAQ: META) owns a collection of global communication products with unusual reach: Facebook, Instagram, Messenger, WhatsApp, and Threads. Its investment case is no longer simply about social-media advertising. Investors must now judge whether AI can improve engagement and ad returns fast enough to fund an enormous infrastructure buildout, while Reality Labs continues to … Read more
Apple (NASDAQ: AAPL) combines a massive installed base, tightly integrated hardware and software, recurring services revenue, and exceptional capital returns. Its investment case is unusually durable—but durability does not eliminate valuation risk, regulatory pressure, or the need to execute in artificial intelligence. Investment thesis at a glance Core strength: ecosystem loyalty and more than two … Read more
NVIDIA Corporation (NASDAQ: NVDA) has become the central supplier of accelerated computing infrastructure for artificial intelligence. Its opportunity is enormous, but the scale of current expectations, customer concentration, supply commitments, export controls, and rapid product transitions make disciplined analysis essential. NVIDIA investment thesis in one minute Growth: Q2 fiscal 2027 revenue rose 106% year over … Read more
Alphabet Inc. (NASDAQ: GOOGL, GOOG) ended 2025 with a stronger and more diversified profit engine—but also with a much larger AI infrastructure bill. Revenue rose 15% to $402.8 billion, Google Cloud revenue grew 36%, and operating cash flow reached $164.7 billion. Capital expenditures climbed to $91.4 billion, making returns on AI investment the central question … Read more
Microsoft Corporation (NASDAQ: MSFT) entered fiscal 2027 with exceptional operating momentum—and an investment bill that deserves equal attention. Fiscal 2026 revenue rose 18% to $331.8 billion, operating income increased 21% to $155.2 billion, and Azure and other cloud services revenue grew 41%. Yet additions to property and equipment climbed to $115.9 billion, making capital intensity … Read more