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Review| $NOW 2Q25:Sustained Stability; Accelerated AI Product Development, but Limited Short-Term Contribution ServiceNow once again delivered a stable quarter, in line with both our and market expectations. Driven by early renewals of several large on-premise deals, 2Q25 cc

Review| $GOOG 2Q25:Fundamental Bottom? Since we began writing on Substack, we've called a fundamental bottom in three reports: SNOW 3Q24 Review, META 1Q25 Preview and MSFT 1Q25 Preview. We've been waiting for GOOG's fundamental bottom, and it appears we've arrived—pending only

$AI C3.ai's CEO Siebel stepped down due to health issues. We identified this risk a quarter ago.

DEEP| $NET:Pay-Per-Crawl,New Revenue Stream with Growth Potential 5 Experts Input Cloudflare’s Pay-Per-Crawl offering is estimated to account for roughly 1–2% of quarterly revenue by year-end. While still in its early stages, the product has the potential to evolve into a

Preview| $MSFT FY4Q25:Copilot Studio, GPT4.1/O3/Image 1, GPU Cloud, Agents and Customer Service Layoffs 7 Experts Input In our Preview|MSFT FY3Q25 report, we called the fundamental bottom and explained why we believe Azure will significantly exceed Street expectations: -Through

Preview |AWS 2Q25:Following Azure's Acceleration Playbook Trainium, GPU, E-commerce Subsidies AWS closely resembles last quarter's Azure - starting this quarter, AWS is also entering an acceleration cycle. Current setup is favorable: -Last quarter AWS encountered supply

GPT5 is about to launch. Let me briefly discuss what I believe GPT5's impact on the stock market will be. GPT5 is an all-in-one model, meaning it can handle some orchestration and help developers match appropriate models - GPT 4.1 mini, GPT4.1, and O3. Recall the agent workflow

$net $nflx $amzn Razor's Edge: Cloudflare's 4th Cloud is a Netflix Investment Narrative Replay... the-razors-edge.ghost.io/razors-edge-cl…

$GOOGL +1% as Judge Mehta ask today seems to imply behavioral remedies over structural ones in DOJ case The minute order issued by Judge Amit Mehta on July 29, 2025, in the remedies phase of the U.S. Department of Justice’s antitrust case against Google (focusing on its search

Preview| $NET 2Q25:The Default Infrastructure for AI-Native Companies Offering a Level of Adoption Certainty Rarely Seen Across the GenAI Stack Cloudflare is the first cybersecurity company we are covering this quarter, but in reality, its business has already expanded beyond

I don't think that's accurate. OpenAI's ASIC team came from Google's TPU team. OpenAI has always viewed testing TPUs as a critical step before deploying their own ASICs. So they'll likely continue small-scale testing rather than large-scale deployment.

DEEP|Figma:Design-to-Development and AI Story We recently conducted research on Figma and believe the company is well-positioned to potentially cover the entire software development lifecycle, forming an integrated product suite akin to an operating system. This suite could

We accurately predicted $META and $MSFT for the third consecutive quarter.

We accurately predicted $META and $MSFT for the third consecutive quarter.

$CFLT performed poorly indeed, just as we predicted earlier - OpenAI will reduce their CFLT usage by 90%.

True

Akram’s thumbs-up makes me happier than stock performance.

Review| $META/ $MSFT 2Q25:Different Evidence of AI Acceleration Accelerating Quarter-over-Quarter Through Year-End META and MSFT once again exceeded market expectations, allaying widespread concerns about CAPEX increases eroding gross margins by delivering accelerating revenue

Deep|2Q25 Apple Tax Quarterly Research 7 Experts Input Following the Northern California court ruling against Apple, we initiated research on Apple tax implementation progress. This quarter we interviewed 7 experts, including 5 gaming company experts and 2 subscription