May 1, 2026
Apple Q2 FY2026: clean beat across the board — revenue $111.2B (+17%), iPhone $57B (+22%), Greater China +28%, gross margin 49.3% record, $100B additional buyback. Sept 1 transition: Cook → Ternus, biggest leadership change in 15 years. While the four mega-caps burn $700B on AI capex, Apple just showed you can hit all-time-high records without playing that card.
Apr 30, 2026
Four tech giants reported Q1 2026 the same night — Alphabet, Microsoft, Amazon, Meta — and the market gave four wildly different verdicts on their combined $700B AI capex bet. Here's why only Google got initial credit, why AMZN got bid back the day after, and what to do.
Mar 22, 2026
A definitive ranking of 8 photonics companies powering the AI infrastructure supercycle — from Coherent to IPG Photonics. Covering COHR, FN, CIEN, GLW, VIAV, LITE, AAOI, and IPGP with actionable buy/hold/pass verdicts, valuation analysis, and portfolio allocation.
Mar 14, 2026
Broadcom Q1 FY2026 earnings deep dive: exclusive XPU supplier to 5 hyperscale AI labs, $73B locked backlog, 68% EBITDA margins, implied IRR 28%. A comprehensive analysis of the AI infrastructure monopolist.
Mar 14, 2026
Bloom Energy Q4 FY2025 earnings deep dive: best quarter ever with $20B backlog, but 632% rally to 106x PE makes this a classic 'great company, wrong price' situation. Wait for $90-105.
Mar 14, 2026
Oracle Q3 FY2026 earnings deep dive: OCI growing 84%, $553B RPO, but $134.6B total debt and negative $24.7B free cash flow. A leveraged bet on AI infrastructure — PASS at $164, wait for $140-145.
Mar 14, 2026
NVIDIA Q4 FY2026 earnings deep dive: $68.1B revenue (+73% YoY), Blackwell supercycle, but at $178 the implied IRR is only 13% — below our 15% hurdle. Wait for $155-165 pullback.