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Alphabet Q2: AI Search & Cloud Doing Great, But Be Wary Of ROI On Big Capex Spends (Archive)

AI-powered Search and Cloud are thriving, but escalating capex demands clear evidence of ROI.

Alphabet: The AI Comeback, Waymo Acceleration, And Browser Battles (Archive)

Alphabet’s AI resurgence and Waymo’s rapid rideshare gains underpin an attractive valuation setup.

Meta: Early Warning Signs Of Excessive Capex Spends Like In 2022 (Archive)

Meta’s aggressive AI capex risks FCF erosion without clear monetization gains yet.

Alphabet: Things Aren't Looking Good, But At Least It's Cheap (Archive)

Alphabet’s cheap valuation offsets mounting advertising and antitrust headwinds for now.

Alphabet: 3 Reasons To Sell (Archive)

Lagging ad growth, slowing cloud momentum, margin pressure and bearish technicals challenge Alphabet.

Meta: It's Not Too Late; Buy Now (Archive)

Meta’s AI-driven ad engine and megascale capex can still compound shareholder returns.

Google Says Don't Underestimate Me (Archive)

Evidence-based global equity insights to grow wealth with lower volatility and smarter risk.