AWS is growing faster and minting higher margins than almost any business Amazon has ever built, yet the stock sits well below what that trajectory implies. Here is why the gap between…
Amazon's stock sits below its old peak, and most investors treat that gap as a warning. A closer look at what is actually driving the business suggests the market may be pricing…
Alphabet is running multiple growth engines at once, from a cloud business expanding at breakneck speed to an AI platform already reaching nearly a billion users, yet the stock still trades at…
Vandita Jadeja The biggest profits in AI infrastructure hide in three chokepoints that most investors walk right past, and two of them are priced as if the boom is already over.
Joel South Azure is accelerating past 40% growth, Copilot seats are doubling quarter over quarter, and a commercial backlog approaching $700 billion sits waiting to convert. Whether those engines can actually lift Microsoft back…
Salesforce trades at a fraction of what Microsoft and ServiceNow charge for AI growth, and that valuation gap is drawing serious attention. Whether it closes or widens depends on a bet most…
Oracle shares have cratered 28% this year while its AI contract backlog swells to a staggering size, and the gap between that selloff and the underlying business momentum raises a question Wall…
Azure is growing at 43% and Microsoft just closed at its highest price of the year, yet the cash flow math behind that rally raises a question the stock price has not…
Alex Sirois SPY hands most of your money to a handful of giants, but one rival fund treats the smallest S&P 500 company as an equal to the largest. The tradeoff is stranger than…
Microsoft and Alphabet are both burning through record AI capex, but their strategies for turning that spending into profit look nothing alike, and only one of them is keeping cash flow positive…
Wall Street is spooked by Alphabet's ballooning capital expenditures and suspended buybacks, but one investor sees something in the numbers that the crowd keeps overlooking.
Alex Sirois Google Cloud is growing faster than AWS and Azure combined, yet the stock trades at a fraction of their valuations. Something in that gap either represents the biggest discount in mega-cap tech…
Vandita Jadeja When Microsoft's president called for an AI killswitch at the UN, most investors shrugged. The financials behind that statement tell a very different story about who benefits most from writing the rules…
Oracle just posted its strongest quarter in years, yet the stock sits near a 52-week low while a $664 billion backlog quietly builds pressure. Something has to give, and the direction it…
Amazon is spending at a scale that makes most investors nervous, but the cash flow charts tell a story that has me adding to my position every quarter. Here is why I…
