Base Hit Investing BaFin - Managers' transactions

Asian Dividend Stocks

Asian Dividend Stocks BejaminAI

Capital Cyclists

Capital Cyclists Behind the Balance Sheet

Alessandro (Macro Strategist)

Alessandro (Macro Strategist)

Alluvial

Fresh Invest A Peek Behind the Numbers Compound & Fire

RhinoInsight

Business Breakdowns

Business Breakdowns

The Wolf of Harcourt Street

The Wolf of Harcourt Street

Equity Mates

Forward Guidance

Forward Guidance Bloomberg Terminal

Behind the Balance Sheet

Behind the Balance Sheet

41investments

Chit Chat Stocks

Chit Chat Stocks Beehiiv

Heavy Moat Investments

Heavy Moat Investments BeyondSPX

Founders AlphaSense Benzinga

Capital Employed FM

Capital Employed FM

Acquired

Acquired Amibroker Base Hit Investing BaFin - Managers' transactions

Asian Dividend Stocks

Asian Dividend Stocks BejaminAI

Capital Cyclists

Capital Cyclists Behind the Balance Sheet

Alessandro (Macro Strategist)

Alessandro (Macro Strategist)

Alluvial

Fresh Invest A Peek Behind the Numbers Compound & Fire

RhinoInsight

Business Breakdowns

Business Breakdowns

The Wolf of Harcourt Street

The Wolf of Harcourt Street

Equity Mates

Forward Guidance

Forward Guidance Bloomberg Terminal

Behind the Balance Sheet

Behind the Balance Sheet

41investments

Chit Chat Stocks

Chit Chat Stocks Beehiiv

Heavy Moat Investments

Heavy Moat Investments BeyondSPX

Founders AlphaSense Benzinga

Capital Employed FM

Capital Employed FM

Acquired

Acquired Amibroker Base Hit Investing BaFin - Managers' transactions

Asian Dividend Stocks

Asian Dividend Stocks BejaminAI

Capital Cyclists

Capital Cyclists Behind the Balance Sheet

Alessandro (Macro Strategist)

Alessandro (Macro Strategist)

Alluvial

Fresh Invest A Peek Behind the Numbers Compound & Fire

RhinoInsight

Business Breakdowns

Business Breakdowns

The Wolf of Harcourt Street

The Wolf of Harcourt Street

Equity Mates

Forward Guidance

Forward Guidance Bloomberg Terminal

Behind the Balance Sheet

Behind the Balance Sheet

41investments

Chit Chat Stocks

Chit Chat Stocks Beehiiv

Heavy Moat Investments

Heavy Moat Investments BeyondSPX

Founders AlphaSense Benzinga

Capital Employed FM

Capital Employed FM

Acquired

Acquired Amibroker

FUNDA

Articles

142

Companies covered

35

Sectors

3

Countries

5

Research Articles

Research|GOOG: The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation

Aug 10, 2026

Weekly|RSI Is the Real AI Variable, FCC Optics Curbs, APP & U Divergence, PLTR Crushes, NET Beat-and-Raise vs DDOG’s Expectations Reset, AXTI & ATI Records, SPCX First Print

Aug 9, 2026

Review|APP & U 2Q26: D28 IAA Is Now the Core Battleground

Aug 9, 2026

Review|NET 26Q2: Growth Accelerates Further, Enterprise and Workers Begin to Deliver

Aug 7, 2026

Review|DDOG 26Q2: Unchanged Fundamentals Met with Too-High Expectations

Aug 6, 2026

Preview|NET 26Q2: Growth Momentum Remains Intact; Security Emerging as the Core Incremental Driver

Aug 5, 2026

Review|PLTR 2Q26: Growth and Forward Visibility Both Move Higher as the AI Sovereignty Narrative Gains Traction

Aug 4, 2026

Preview|APP 2Q26: E-commerce Growth Moderates After a Sharp Acceleration

Aug 3, 2026

Preview|DDOG 2Q26: Healthy Channel Momentum, Bits AI Still Early, OpenAI Optimization Absorbed by Anthropic

Aug 3, 2026

Weekly|Historical Week, MSFT Rewarded, META Punished, AWS Fastest in 18 Quarters, SPCX First-Print Setup & xAI 8GW Mapping, Memory Unwind, INTC, AMD, PLTR

Aug 3, 2026

Weekly|Kimi K3 "DeepSeek Moment" Jitters, TSM and ASML Beat-and-Raise, ATI & the Starship Supply Chain, INTC, AXTI, NBIS

Jul 19, 2026

Review|ASML 2Q26: Looking Forward to EUV Capacity Expansion; DUV Re-accelerates

Jul 17, 2026

Weekly|Meta Next-Year Capex Defies Cut Fears, Grok 4.5 Brings SpaceXAI Back, Memory, TSMC and ASML Previews, Kioxia ASP Hike, Expert Call Database

Jul 13, 2026

Preview|ASML 2Q26: Raising EUV Shipment Expectations

Jul 8, 2026

Preview|TSMC 26Q2: Expect Another Beat-and-Raise

Jul 8, 2026

Weekly|Meta NeoCloud Fears Overdone, Key AI Narrative Shifts, GPU Spot Price Noise, SPCX xAI Economics

Jul 6, 2026

Research|META: Building a NeoCloud and Continuing to Rent Capacity are not Contradictory

Jul 1, 2026

Weekly|Hightened Volatility, Coherent Lite + OCS, NVL576 NPO Optics Doubling, Glasswing Reshapes the Cyber Value Chain, Kioxia NAND Supercycle, PANW, PL, MRVL

Jun 6, 2026

Deep|Coherent Lite Reshapes AI Optical Interconnects

Jun 3, 2026

Weekly|QCOM and SMTC Presentation, SpaceX S-1, NVDA, Kioxia, CRM, Anthropic

May 25, 2026

Preview|DDOG 1Q26: Stable Core, OpenAI Migration Pushed Out, Bits AI Contribution Still Early

May 5, 2026

Preview|APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth Robust

May 4, 2026

Deep|TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet

Apr 27, 2026

Deep|DeepSeek V4: The First Model Custom-Built for Non-NVIDIA Chips, Optimized for Cost

Apr 27, 2026

Weekly|NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8t/8i Optics Win, Meta & AWS Preview, and More

Apr 26, 2026

Deep|NVDA: Rethinking NVIDIA's Moat in the AI Stack

Apr 23, 2026

Deep|SpaceX Deep Dive: Part 3 — When Launch Costs Approach Zero, Where Does the Imagination End?

Apr 22, 2026

Preview|NOW 1Q26: Growth Largely In Line as Macro Stays Choppy; AI Control Tower Emerges as New Narrative

Apr 21, 2026

Weekly|AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMTB AMA Next Monday, PLTR, AMZN Acquiring GSAT

Apr 19, 2026

Review|TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged

Apr 17, 2026

Review|ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supply Shortage

Apr 17, 2026

Deep|SpaceX Deep Dive: Part2 - The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation

Apr 15, 2026

Deep|AI Infra 2026: Shifting from "Brain Power" Competition to "Whole-Body" Evolution

Apr 14, 2026

Preview|ASML 1Q26: Demand Remains Strong; The Only Headwind is ASML’s Capacity

Apr 13, 2026

Weekly|Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos

Apr 13, 2026

Preview|TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast

Apr 10, 2026

Weekly|Funda AI Agent Platform Launched, Memory LTAs, SpaceX, and more

Apr 5, 2026

Deep|SpaceX Deep Dive: Part 1 — From Falcon to Starship

Mar 30, 2026

Weekly|OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI's Coding Agent in Practice, HIMX, New Consortium, RBRK, APP

Mar 15, 2026

Weekly|Unwiiiiiiiiiind, OpenAI/ORCL, GTC preview, TSEM deep dive, MDB/CRWD/ASTS earnings, CPO debate

Mar 7, 2026

Review|MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty

Mar 3, 2026

Deep|GTC 2026 Preview: NVIDIA is Rewriting the AI Factory Playbook

Mar 3, 2026

Weekly|LLM update, Clarifying OpenAI’s “Capex Reduction”, NVDA, CRM, PANW, ASTS

Feb 22, 2026

Research|OpenAI: What Is OpenAI's $600B Compute Spending? Did They Really Cut the $1.4T Investment Commitment?

Feb 21, 2026

Preview|DDOG 4Q25: Change in OpenAI Spending Trend, Again

Feb 5, 2026

Review|LITE 4Q25: At the Center of the Optical Communications Revolution, Deeply Aligned with Both Google and Nvidia

Feb 4, 2026

Deep|INTC: Intel’s "Capacity Reallocation Logic" Amid Supply Constraints

Feb 4, 2026

Review|ASML 4Q25: Record-High Bookings Confirm 2027 Growth Trajectory

Jan 29, 2026

Review|META 4Q25: Drivers of 1Q26 Accelerating Growth

Jan 29, 2026

Preview|MSFT FY2Q26: Can Copilot Studio Change the Narrative That Microsoft's Software Business Will Be Disrupted by LLMs?

Jan 27, 2026

Research|NET: Why Cloudflare Benefits From Clawdbot?

Jan 27, 2026

Preview|META 4Q25: 4Q25 Mixed, 1Q26 May Accelerate

Jan 26, 2026

Weekly|Space Primer, INTC Results, ASML Deep Dive, NOW Preview, APP Short Sell Report and more

Jan 24, 2026

Deep|ASML: Upside from TSMC Expansion, China Demand Resilience, and Intel/Samsung Recovery

Jan 22, 2026

Weekly|TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More, APP Update

Jan 17, 2026

Review|TSMC 4Q25: AI Demand Confirmed; Future Three-Year CapEx to Significantly Exceed Sum of Past Three Years

Jan 15, 2026

Research|Alibaba, ByteDance, and Tencent Intensify AI Competition into Lunar New Year

Jan 14, 2026

Preview|TSMC 4Q25: AI Anchors a Multi-Year Supercycle; 2nm Momentum & Capex Upside to Drive 2026 Continued Revenue Growth

Jan 13, 2026

Research|GOOG: Google Gemini May Become the "Next-Generation Siri" Foundation - A Landmark Moment for Google Cloud

Jan 12, 2026

Weekly|Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI's New Training Cluster and APP Traffic

Jan 10, 2026

Deep|LITE: Google’s Newly Introduced In-rack Switch Tray is Actually a Positive for OCS and Optics

Jan 5, 2026

Weekly|FundaAI’s 2025, NVDA Acquiring Groq, META Acquiring Manus, Deepseek, TPU Volume, SNOW

Jan 4, 2026

Deep|NVDA: Behind Nvidia’s 20bn Acquisition of Groq

Dec 25, 2025

Research|TPU Update: Competitive Dynamics Shift as Google Prioritizes MediaTek Engagement

Dec 18, 2025

Weekly|OpenAI’s Enterprise Ambition, APP’s Strong BFCM, Underestimated GPT 5.2, AVGO results and H200 status

Dec 15, 2025

Deep|OpenAI: How Is OpenAI Eating the Enterprise SaaS TAM?

Dec 14, 2025

Review|OKTA FY3Q26: AI Identity Traction vs. The Mismatched Near-Term Guidance

Dec 3, 2025

Preview|OKTA FY3Q26: Marginal Improvement Similar to Last Quarter, but This Quarter Still Unlikely to Mark a Major Inflection Point

Dec 1, 2025

Research|AI Weekly: GOOG/TPU vs. OpenAI/GPU and Others

Nov 21, 2025

Research|Gemini3: Pre-training Scaling Laws Continue to Deliver, RL May Bring Even Bigger Surprises Next, and We Remain Bullish on the Google TPU Supply Chain

Nov 19, 2025

Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment?

Nov 14, 2025

Preview|Alibaba Cloud CY3Q25: Alibaba Cloud: Continued Acceleration With Structural Tailwinds From Self-developed AI Chip

Nov 13, 2025

Preview|Tencent 3Q25: Solid Overall Performance, with New Executives from OAI Driving Positive Changes

Nov 12, 2025

Preview|DDOG 3Q25: OpenAI Optimization Risk is Easing

Nov 4, 2025

Review|META 3Q25: Aggressive CapEx Fuels Next‑Year Valuation Debate

Oct 30, 2025

Preview|META 3Q25: What Happens When META Doubles Down on AI Compute

Oct 21, 2025

Research|OpenAI’s SORA App: The “ChatGPT Moment” for AI Video

Oct 1, 2025

Deep|BABA Conference: Clear and Positive Signals for Alibaba Cloud and AI Development

Sep 30, 2025

Deep|META: Evolution of Recommender Model

Sep 15, 2025

Deep|FIG 2Q25:Figma Make Could Emerge as the Catalyst for Figma’s AI Growth Story

Sep 3, 2025

Deep|C3.AI 2Q25:Preliminary Results Analysis: A True Turning Point Hinges on a New CEO

Sep 2, 2025

Review|OKTA 2Q25:Margin improvement and a more detailed AI Agent Identity narrative strengthened investor

Aug 27, 2025

Preview|OKTA 2Q25:Marginal Business Improvement, But Limited Inflection This Quarter

Aug 25, 2025

Review|Tencent 2Q25: Strong Cores Drive Outperformance Across Ads, Gaming, Payments, and Cloud; Limited Progress on WeChat AI

Aug 18, 2025

Preview|Tencent 2Q25: Ads Hold Strong, Cloud Accelerates on GPU Leasing, Gaming Faces High Base

Aug 12, 2025

Review|PLTR 2Q25:Eighth Straight Quarter of Growth Acceleration Highlights Palantir’s Commercial Business Momentum

Aug 5, 2025

Preview|DDOG 2Q25:LLM Observability, OpenAI and 2Q checks

Aug 5, 2025

Deep|2Q25 Apple Tax Quarterly Research

Jul 31, 2025

Review|META/MSFT 2Q25:Different Evidence of AI Acceleration

Jul 31, 2025

DEEP|Figma:Design-to-Development and AI Story

Jul 30, 2025

Preview|GOOG 2Q25: Will AI Overview Generate Incremental Revenue for Google?

Jul 21, 2025

Preview|META 2Q25:Product Innovation Driving Potential Revenue Acceleration-Part2

Jul 17, 2025

Preview|META 2Q25: Product Innovations Drive Potential Revenue Acceleration-Part1

Jul 16, 2025

Research|ORCL:Stargate Progress and Oracle's $30Bn Deal

Jul 3, 2025

Research|How Impactful Are the OpenAI Researchers Poached by Meta? And Why Does OpenAI Use TPUs?

Jun 30, 2025

Deep|The Scale AI Halo Effect: Will Meta's Investment Lift the Other Boats, or Just the Leader?

Jun 25, 2025

Research|META AMM, AppLovin, and META's AI Ambitions

Jun 24, 2025

Deep|China Robotaxi: Who Will Be the Tesla—or the Waymo?

Jun 11, 2025

Review|C3.AI 1Q25:BH Contract Renewal Eases Investor Concerns, but Underlying Business Quality Remains Murky

May 29, 2025

Review|OKTA 1Q25:Modest Beat, but Due to Sales Reorg, Guidance Is a Bit Conservative

May 28, 2025

Preview|C3.AI:May Below Expectations; Future Growth May Overcome Sales Capacity Constraints

May 27, 2025

Deep|OKTA 1Q25:Modest Beat the Upper-end of Guidance, But Hugh Potential Ahead in AI Agent Era

May 27, 2025

Review|Tencent NDR:AI Agents Powered by WeChat’s Mini Program Are Imminent

May 19, 2025

Deep|How Gaming Companies Bypass the Apple Tax

May 16, 2025

Preview|Tencent 1Q25:AI Tailwind Starts to Become Visible in Advertising Business

May 13, 2025

Preview|APP 1Q25:Impact of Tariffs and Apple's Third-Party Payment Policy

May 6, 2025

Review|Why MSFT and META Performed Better than Feared

Apr 30, 2025

Deep|Updates on Applovin,TikTok,and GOOG

Apr 23, 2025

Preview|META 1Q25: Product Development, CAPEX, Model Update, and ER Setup - Final Part

Apr 23, 2025

Preview|META 1Q25: Tariff Case Analysis and SHEIN/TEMU Impact - Part 2

Apr 22, 2025

Preview|META 1Q25: Agency Interviews Summary - Part 1

Apr 21, 2025

Research|Tencent: Yuanbao and WeChat Agent Update

Apr 18, 2025

Deep|China AI:Alibaba Cloud Gains Tailwind from AI Demand

Apr 8, 2025

Deep|App: Why Can Applovin Retrieve META UUID? Why Can Applovin Do Retargeting?

Apr 1, 2025

Deep|MSFT: Why Has Microsoft Cut Another 2GW of Data Centers?

Mar 28, 2025

Review|Tencent: Our Perspectives and Insights on Recent NDRs

Mar 24, 2025

Review|C3.AI 4Q24: On the Eve of Dawn vs An Even Longer Night

Feb 28, 2025

Research|CRM: Salesforce Agentforce Commercialization Progress

Feb 25, 2025

Research|Why Microsoft Has Delayed Two Data Centers

Feb 22, 2025

Deep|Tencent: WeChat Deepseek—The World’s Largest AI Application

Feb 17, 2025

Preview|Applovin 4Q24: Beat or Buy the Dip

Feb 11, 2025

Deep|NBIS: A Deep Dive into the Next Coreweave in the Making

Feb 10, 2025

Preview|META 4Q24: Intact Fundamentals Could Drive 4Q Beat But Risk In Guidance

Jan 16, 2025

Deep|Deep Dive into the Growth Challenges Facing Microsoft's M365 Copilot

Jan 13, 2025

Deep|AI ASIC part III: Groq, SambaNova, Tenstorrent, Cerebras, Hynix, Intel, Furiosa, Preferred Network, Enfabrica

Jan 2, 2025

Deep|AI ASIC part II: AWS, Marvell, Alchip, Microsoft, and Meta

Dec 18, 2024

Research|OpenAI's SORA: A Potential Behemoth in Computing Power Consumption

Dec 12, 2024

Review|C3.AI 3Q24: Addressing Our Previous Report

Dec 10, 2024

Deep|AI ASIC part I: Broadcom, Google, AMD

Dec 9, 2024

Deep|Snowflake: Fundamental Bottom?

Dec 6, 2024

Research|The 12-Day AI Celebration by OpenAI and XAI 1,000,00K GPU cluster

Dec 5, 2024

Deep|The Growth Potential of Adtech: Applovin, Unity, and Zeta

Dec 3, 2024

Deep|A discussion about RAG, Vector Database , and Their Monetization Potential, as well as an Analysis of Elastic as a Company-Part-3

Nov 29, 2024

Deep|A discussion about RAG, Vector Database , and Their Monetization Potential, as well as an Analysis of Elastic as a Company-Part-2

Nov 27, 2024

Deep|C3.AI: Fundamentals Should Be Approached With Caution

Nov 26, 2024

Deep|A discussion about RAG, Vector Database , and Their Monetization Potential, as well as an Analysis of Elastic as a Company-Part-1

Nov 22, 2024

Research|Apple intelligence – ultimate winner in AI? – part 2

Nov 13, 2024

Research|Apple intelligence – ultimate winner in AI? - Part1

Nov 12, 2024

Research|APP:Why is Applovin so awesome, but others haven't learned from it?

Nov 8, 2024

Research|Tesla v.s. Waymo - Scalability, UE, Cost, etc

Nov 7, 2024

Research|Tesla's Scaling Law

Nov 6, 2024

Preview|PLTR&C3.AI 3Q24 Preview

Nov 4, 2024

Benzinga AlphaSense

Founders BeyondSPX

Alessandro (Macro Strategist)

Alessandro (Macro Strategist)Amibroker BaFin - Managers' transactions

Capital Allocators

Capital Allocators

Forward Guidance

Forward Guidance

Alluvial

Alluvial Atom Finance

Asian Century Stocks

Asian Century Stocks Bloomberg News

Heavy Moat Investments

Heavy Moat Investments

The Wolf of Harcourt Street

The Wolf of Harcourt Street

Capital Cyclists

Capital Cyclists BejaminAI

Business Breakdowns

Business Breakdowns Bloomberg Terminal BizToc Base Hit Investing

RhinoInsight

Chit Chat Stocks

Chit Chat Stocks

Capital Employed FM

Capital Employed FM

41investments

Equity Mates

Equity Mates A Peek Behind the Numbers Compound & Fire BamSEC Benzinga AlphaSense

Founders BeyondSPX

Alessandro (Macro Strategist)

Alessandro (Macro Strategist)Amibroker BaFin - Managers' transactions

Capital Allocators

Capital Allocators

Forward Guidance

Forward Guidance

Alluvial

Alluvial Atom Finance

Asian Century Stocks

Asian Century Stocks Bloomberg News

Heavy Moat Investments

Heavy Moat Investments

The Wolf of Harcourt Street

The Wolf of Harcourt Street

Capital Cyclists

Capital Cyclists BejaminAI

Business Breakdowns

Business Breakdowns Bloomberg Terminal BizToc Base Hit Investing

RhinoInsight

Chit Chat Stocks

Chit Chat Stocks

Capital Employed FM

Capital Employed FM

41investments

Equity Mates

Equity Mates A Peek Behind the Numbers Compound & Fire BamSEC Benzinga AlphaSense

Founders BeyondSPX

Alessandro (Macro Strategist)

Alessandro (Macro Strategist)Amibroker BaFin - Managers' transactions

Capital Allocators

Capital Allocators

Forward Guidance

Forward Guidance

Alluvial

Alluvial Atom Finance

Asian Century Stocks

Asian Century Stocks Bloomberg News

Heavy Moat Investments

Heavy Moat Investments

The Wolf of Harcourt Street

The Wolf of Harcourt Street

Capital Cyclists

Capital Cyclists BejaminAI

Business Breakdowns

Business Breakdowns Bloomberg Terminal BizToc Base Hit Investing

RhinoInsight

Chit Chat Stocks

Chit Chat Stocks

Capital Employed FM

Capital Employed FM

41investments

Equity Mates

Equity Mates A Peek Behind the Numbers Compound & Fire BamSEC