We reiterate our fair value estimate for wide-moat Meta and view the after-market selloff as an overreaction

We maintain our fair value estimate for wide-moat Alphabet.

From Google Cloud to Gemini user retention, here’s what we expect from Alphabet’s earnings report.

$10 billion private placement to Berkshire Hathaway as part of equity raise.

AI propels business across aegments, cloud is grightest; Increasing our fair value.

From AI integration to capital expenditure increases, here’s what we expect in Alphabet’s earnings report.

With another high-performing quarter expected, here’s what we think of Meta stock.

Muse models may just be the spark that the rirm needed in AI model development.

We believe cyber vendors will be able to adopt LLM’s for their benefit.

With strong fourth-quarter earnings and AI integration, here’s what we think of Alphabet stock.