ASML & TSMC – Manufacturing the Future
Having experienced previous cyclical slowdowns, both companies are taking a more measured approach.
Apple – Second Mover Advantage
Apple has a history of refining what’s already out there. Will it work in the AI era?
Netflix – Watching the Numbers
Where can Netflix’s next stage of growth come from?
A is for Apple
Apple is a perfect example of a cash-cow business.
Spotify – Scales Practice
Are there limits to Spotify’s growth?
The Spotify Trade-Off
Where can Spotify’s growth come from?
Apple Doesn’t Fall Too Far from the Tree
Without it’s own Large Language Model, how can Apple benefit in the AI race.
Nvidia: Priced to Perfection
What are the underlying mechanics of Nvidia’s meteoric rise?
Big Tech, Big Spend, Big Question
What are the concerns about Big Tech spending so much?