Amazon Earnings Amazon Delivers Strong Quarter While Investing Aggressively in AI Infrastructure - Q4 2025 Earnings Review Amazon is accelerating in cloud and advertising while committing unprecedented capital to AI infrastructure. The market is nervous. However, I look at it differently. Here is why I believe this investment cycle could define the next decade.
Earnings Owning the Shoreline: My Updated Take on NVIDIA - Q3 2026 NVIDIA is no longer just riding the AI wave - it’s shaping the entire shoreline. A $4T company growing at record pace, returning massive capital, and dominating AI infrastructure. Is this still hype, or the backbone of the next decade?
Earnings Review Apple’s Record-Breaking Quarter, China Surprise, and the Big Question Around AI Apple is gearing up for its next product launch and a refreshed software design, while its stock trades below all-time highs. Here’s my outlook on Apple’s Q4 performance, key price levels to watch, and how I plan to position my investment strategy.
