Updates

FOMC Sends a Dovish Signal Despite the Expectation of a Hawkish Message

December 11, 2025
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Oracle is a Compelling Opportunity: Mispriced Scale, Misunderstood Leverage, and a Strategic Backdoor to the AI Super-Cycle

December 3, 2025
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THE TRANSITION FROM 3 NM TO 2 NM: YIELDS, PERFORMANCE, AND THE NEW ERA OF AI-DRIVEN SEMICONDUCTOR DEMAND

December 3, 2025
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The biggest refresh cycle in history is coming – The Underappreciated Leap From 3 Nanometers to 2 Nanometers: Why the Market Is Missing the Next Foundational Shift in Semiconductor Performance and Yield

December 3, 2025
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AI Implementation Is Significant and Will Force a Stand-Up Across Global Enterprises — Those Who Don’t Invest Will Fall Behind

November 28, 2025
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3rd Quarter Earnings Season in Review and Earnings Season 2026 Expectations: Three Conclusions

November 25, 2025
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Important Earnings Season Observations

October 31, 2025
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Former Azure Lead on Microsoft Earnings

October 30, 2025
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Executive Summary of Recent Articles Explaining CAP-X Spending Boom.

October 10, 2025
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Services PMIs and the Late Business Cycle Expansion

September 5, 2025
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