Amazon – Forest Still Growing
So much more than an online retailer.
Netflix – Watching the Numbers
Where can Netflix’s next stage of growth come from?
SpaceX-cluded
What does the SpaceX IPO say about the broader market
Nvidia – Taking on the “Wannabes”
What does the chief beneficiary of AI’s results tell us about the broader market.
AI’s Early Returns
Early signs of returns emerging from the AI capex build-out.
Steering a Big Shop
A low-cost retailer’s expensive valuation.
Nvidia – Bubble or Brilliant?
Let’s cut through the noise around Nvidia’s recent results.
The Spotify Trade-Off
Where can Spotify’s growth come from?
No Cap to CapEx
What are the risks and opportunities for Big Tech in AI infrastructure development?
Alphabet: Is the Search Over?
Can Alphabet compete in the world of generative AI?