#ai-capex
AMD stock: is the #2 AI chip play a buy at 63x, or priced for perfection? The 6-month to 5-year scenarios
Hold-rated deep research on AMD: Instinct GPUs, EPYC, the OpenAI/Meta warrants, and bear/base/bull across 6 months, 1 year, 3 years, and 5 years.
Amazon stock (AMZN): is it a buy at 30x while free cash flow is near zero, and the 6-month to 5-year bull, base, and bear
Deep research on AMZN: AWS at 57% of profit, $200B capex, near-zero free-cash-flow yield, and bear/base/bull scenarios across 6 months, 1 year, 3 years, and 5 years.
Broadcom stock (AVGO): is it a buy as the No. 2 AI-silicon play after the post-earnings selloff? The 6-month to 5-year scenarios
Is AVGO a buy? Deep research on Broadcom stock: custom XPU co-design, Ethernet networking, VMware, and bear/base/bull across 6 months, 1 year, 3 years, and 5 years.
Alphabet stock (GOOGL): is it a buy when the search cash machine funds the biggest AI capex bet in tech?
Is GOOGL a buy? Deep research on Alphabet stock: a 45%-margin search engine funding $180B+ AI capex, Cloud up 63%, and an honest bull/base/bear at 29x earnings.
Meta stock (META): cheapest mega-cap at 17x, but FCF is about to vanish - the 6-month to 5-year outlook
Is META a buy at 17x? Deep research on Meta stock: bear/base/bull scenarios across 6 months, 1 year, 3 years, and 5 years, with the $125B capex risk decoded. Hold.
NVIDIA stock (NVDA): the toll booth of the AI build-out, and whether a $5 trillion company can still be cheap
Is NVDA a buy? Deep research on NVIDIA stock: the data-center franchise, the CUDA moat and where it leaks, and an honest bull/base/bear at a forward P/E near 21.