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1 Month Left to Upgrade to Premium and Grab a 50% Lifetime Discount
Lock in $80 annually FOREVER before prices go up on March 15
 • 
Amrita Roy
 and 
Uttam Dey
3
The One Hyperscaler That Stands Out Among Rising AI Capex Concerns
Assessing each hyperscaler’s price targets based on their AI capex expansion plans.
 • 
Amrita Roy
 and 
Uttam Dey
3
AMD’s Q4 Review: Data Center Business Hits Scale
New AI GPU chip launch pulled ahead, PC sales momentum building up while questions about inventory levels linger.
 • 
Uttam Dey
 and 
Amrita Roy
The AI Capex Roundup
Insights from Microsoft and Meta's earnings call on capex outlook and how DeepSeek's R1 impact AI spending landscape for cloud providers?
 • 
Amrita Roy
 and 
Uttam Dey

January 2025

September 2024

USA vs Google: Old Wine In A New Bottle
A landmark antitrust ruling that is expected to fizz out with a whimper.
 • 
Uttam Dey
 and 
Amrita Roy
6
For Starbucks to turn around, these two things need to change.
With Brian Niccol assuming role as CEO of Starbucks on Sept 9, his work is cut out. Strike balance between the digital and in-person experiences, while…
 • 
Uttam Dey
 and 
Amrita Roy
30
Nvidia’s earnings created a paradox for the AI boom/bust debate
Nvidia's stock has entered bear market as earnings beat & guidance were lackluster, with uncertainties around Blackwell, AI spending & competition…
 • 
Uttam Dey
 and 
Amrita Roy
42

August 2024

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