Articles

142

Companies covered

32

Sectors

4

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