AI

Iren 2030-2032 Valuation Model.

Nov 28 •

IREN, AI Infrastructure Champion!

IREN Investment Case!

Nov 27 •

Nebius Upgraded 2030 Valuation Estimate!

Q3 2025 Insane Capacity and ARR Guidance Upgrades!

Nov 12 •

Is AppLovin a Buy?

2030 Valuation Model!

Nov 6 •

Nebius Valuation Model!

Is Nebius a BUY?

Oct 17 •

Is Nebius still a Buy?

Updated Nebius Investment Case!

Oct 16 •

Zeta Valuation Model!

Oct 12 •

Dissecting Zeta’s 2025 Investor Day.

Oct 11 •

Exciting AI Infrastructure business poised for strong growth!

WhiteFiber Investment Case!

Oct 9 •

AI SaaS set to grow EPS by 711%

Zeta Investment Case!

Sep 14 •

Nu AI Private Banker!

Bridging the knowledge gap between the 1% and the 99%.

Sep 4 •

Can ASML become Europe’s first $1T company?

ASML Investment Case!

Aug 28 •

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