The Magnificent 7

Amazon Q1 Earnings Update!

Exploding AI Capex, while AWS and Advertising show strength!

May 2 •

TSMC Investment Case!

Supreme Foundry Market Share, 5G, AI, Automotive, and China vs Taiwan!

Apr 30 •

Google Q1 Earnings Update!

Beats on all fronts. Strong Search, Cloud, and YouTube Growth

Apr 25 •

Meta Investment Case!

3.35B DAUs, Growing ARPU, WhatsApp Monetization for just 21 P/E.

Apr 6 •

Tesla Investment Case!

EVs, Energy Storage, FSD, Robotaxis, and Optimus.

Feb 2 •

Google Investment Case!

Search, Cloud, YouTube, and AI

Jan 19 •

Amazon Investment Case!

3P, Advertising, and Amazon Web Services

Jan 5 •

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