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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.
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.
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.
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.
Oracle Q3 FY2026财报深度解析：OCI增速84%，$553B RPO，但$134.6B总债务、负$24.7B自由现金流。用杠杆对赌AI基建——PASS @ $164，等$140-145。
NVIDIA Q4 FY2026财报深度解析：$68.1B收入+73% YoY，Blackwell超级周期，但$178价格隐含IRR仅13%，低于15%门槛。等待$155-165回调建仓。
Bloom Energy Q4 FY2025财报深度解析：史上最强季报，$200亿积压订单，但632%涨幅后106x PE严重高估。好公司，错价格——等待$90-105建仓。
Broadcom Q1 FY2026财报深度解析：5大超大规模AI客户XPU独家供应商，$73B锁定积压订单，68% EBITDA利润率，隐含IRR 28%。AI基础设施垄断者的投资价值全面拆解。