Featured Research
NVIDIA (NVDA): The Compute Layer of the AI Era
An ~8x revenue surge to $216B, Data Center now ~90% of the mix, and ~60% operating margins — with a DCF, Street consensus, and the key risks.
Alphabet (GOOGL): Search Moat Meets the AI Capex Cycle
A diversified $403B franchise growing 15% with ~32% operating margins and a fast-scaling Cloud — set against ~$110B of AI capex and the Search-disruption debate.
Big Ideas
Research
NVIDIA (NVDA): The Compute Layer of the AI Era
A company deep-dive on the AI compute leader — financials, valuation (DCF and Street consensus), and the key risks.
Alphabet (GOOGL): Search Moat Meets the AI Capex Cycle
A deep-dive on Alphabet — Search, YouTube, and a fast-growing Cloud against heavy AI capex and the Search-disruption debate.
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