Analysis of semiconductor, software, internet, AI, and consumer technology companies.
NVIDIA, AMD, and Broadcom offer three different paths into AI infrastructure. Compare their growth, margins, free cash flow, ROIC, valuation assumptions, and risks.
SK hynix became much easier for U.S. investors to access when its American Depositary Shares began trading on Nasdaq in July 2026. The Korean company is a major producer of DRAM, NAND flash, enterprise SSDs, and high-bandwidth memory. It does not design AI accelerators like NVIDIA or AMD. Instead, it manufactures the memory that feeds … Read more
Arm Holdings is one of the most important companies in computing, but it is also easy to misunderstand. Arm usually does not manufacture chips. It usually does not sell finished processors in the way NVIDIA or AMD does. Instead, it designs the instruction-set architecture, processor cores, and reusable system technology that other companies put inside … Read more
AMD’s latest results show a company changing scale: quarterly revenue reached $11.5 billion and Data Center revenue more than doubled year over year. The harder question is whether that growth will become durable free cash flow per diluted share—and whether the return on the capital and research required to produce it can justify the expectations … Read more
How do Microsoft, Alphabet, Amazon and Meta compare on AI-related capital spending? Start with the table below, which keeps each company’s reported period and spending definition visible. The figures cover company-wide infrastructure and do not isolate every AI dollar. Use the analysis that follows to connect investment with cash flow, margins and evidence of returns. … Read more
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