Outperforming the Market

Substack

Articles

30

Companies covered

23

Sectors

4

Countries

7

Research Articles

Lumentum: Re-evaluating the opportunity

Oct 23, 2026

Sea Limited: Monee IPO and AI Cloud

Oct 22, 2026

Zscaler: Laggard or Opportunity?

Oct 21, 2026

Broadcom: Road to $30+ EPS in FY2028

Oct 16, 2026

Snowflake: Meaningful Acceleration Ahead Due To AI

Oct 14, 2026

MongoDB: Frontier Labs, AI Natives & Enterprises Ramping AI Workloads

Oct 9, 2026

Rubrik: The Mythos Rush, Agentic AI Upside & Identity Resilience

Oct 7, 2026

Sea Limited: No Longer In The Penalty Box

Oct 2, 2026

Adyen: Looking To 2027

Sep 30, 2026

Alibaba: Increasing Confidence on ROIC of Capex Spend

Sep 25, 2026

Quanta Services: Powering the AI trade

Sep 23, 2026

Tencent: Winning in Productivity AI and Consumer AI

Sep 18, 2026

Applied Materials: Confidence In Doubling

Sep 16, 2026

Microsoft: Multiple upside surprises to come

Sep 11, 2026

CrowdStrike: Why Most Investors Are Underestimating The Mythos Inflection

Sep 9, 2026

Lumentum: AI Growth Story Just Getting Started

Sep 4, 2026

Nvidia: Why The Market Is Getting It Wrong

Sep 2, 2026

Arm Holdings: Cloud AI delivering upside potential

Aug 26, 2026

Amazon: AWS Booming and Accelerating

Aug 21, 2026

Meta Platforms: AI Product Roadmap

Aug 19, 2026

Amkor Technology: Server AI CPU and Advanced Packaging Upside

Aug 14, 2026

Google: Most Important Developments From 2Q26

Aug 12, 2026

ASML: Expanding Capacity As Order Visibility Grows

Aug 7, 2026

TSMC: AI supercycle strengthens as N2, N3 and CoWoS demand accelerates

Aug 5, 2026

Netflix: Looking Into Bearish Arguments

Jul 29, 2026

Arm Deep Dive (Part 2)

Jul 24, 2026

Management Meeting Takeaways with Nvidia & Broadcom

Jul 22, 2026

Arm Deep Dive (Part 1)

Jul 17, 2026

The Case For Broadcom (Part 2)

Jul 10, 2026

CrowdStrike: Investor meetings takeaways

Jul 8, 2026