The Magnificent 7

Google Valuation Model!

Is Google a Buy?

Oct 31 •

Is Google a Buy after this monster Q3?

Q3 2025 Earnings Analysis.

Oct 30 •

Google Q2 Earnings Update!

Growth accelerates, and Search is alive and kicking!

Jul 24 •

Is Microsoft a buy?

Microsoft Investment Case!

May 13 •

Amazon Q1 Earnings Update!

Exploding AI Capex, while AWS and Advertising show strength!

May 2 •

TSMC Investment Case!

Apr 30 •

Google Q1 Earnings Update!

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

Apr 25 •

Should you buy Meta?

Meta Investment Case!

Apr 6 •

Is Tesla a buy?

Tesla Investment Case!

Feb 2 •

Is Google a buy?

Google Investment Case!

Jan 19 •

Should you buy Amazon?

Amazon Investment Case!

Jan 5 •

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