The AI buildout has hit a new bottleneck, and it sits underneath all the others. For three years, the constraints were ...

In this article, I analyzed how big is Meta’s AI data center footprint and how much revenue & profit it could generate. I also shared what moves could change sentiment on the company, and on top of it ...

The relationship between Nvidia and the big hyperscalers Amazon, Google, and Microsoft was once very clear and friendly, where one was a supplier and the other three were buyers. I believe that era is ...

Posting my regular channel check & other alternative data report before we start the big tech Q2 earnings. In this report, I covered the cloud hyperscalers and what I see from aggregating multiple alt ...

I want to share some of my thoughts on why I think a significant change is going to happen in the AI industry, and the market is blind to it. It’s a thesis about where the money in AI actually goes ...

We just got Q1 2026 earnings from Meta, Microsoft, Google, and Amazon, and after spending hours on the calls and the prints, I want to share what I think is the most important takeaway. I argued that ...

I am posting my regular channel check & other alternative data report before we start the big tech earnings. For this report, I covered cloud providers Google, Microsoft, and Amazon in terms of their ...

In this article, I break down some significant fundamental shifts when it comes to AI efforts from Amazon and Meta, and why I think both are the next two big AI beneficiaries. Based on what we are ...

Anthropic announced that its revenue had surpassed $30 billion, up from $9 billion at the end of 2025. That’s more than tripling in roughly four months. Anthropic has now supposedly surpassed OpenAI’s ...

I’ve been thinking a lot about the AI disruption narrative in SaaS. Everyone’s talking about how AI will “transform” software, but I think most people are getting it wrong. The real story isn’t about ...

I am posting an article on Anthropic Claude Code, which has been growing very significantly lately and, I believe, has developed an important product fit in its category. Claude Code is going from ...

I am posting my regular channel check & other alternative data report before we start earnings of big tech and semiconductor names. For this report, I got the most interesting data on cloud providers ...