FreeMSFTJul 24
AI capex is finally a cash-flow story
Depreciation is about to show up in earnings, and the market hasn't modelled it.
Priya Nair
VerifiedFollowing the cash: ad cycles, AI capex, and valuation ranges across the platforms that move the index.
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@megacapnotes
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GOOGL: the search moat argument has changed
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FreeAMZNMay 13
AMZN earnings preview: what I'm watching
Ad reacceleration plus margin discipline is a combination the market keeps doubting.
PaidMSFTApr 15
MSFT — trimming into strength
Subscribers get the full thesis, the levels, and my positioning on MSFT. Subscribe to read on.
PaidAMZNApr 14
AMZN earnings preview: what I'm watching (Part 2)
Subscribers get the full thesis, the levels, and my positioning on AMZN. Subscribe to read on.
PaidMSFTMar 7
The MSFT setup the Street is mispricing
Subscribers get the full thesis, the levels, and my positioning on MSFT. Subscribe to read on.
Track Record
VerifiedLast 30 DaysNo closed calls in the last 30 days — open a call below and close it later; the verified scorecard builds automatically from real entry and exit prices over a rolling 30-day window.
Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Figures are computed automatically from third-party market data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.