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MSFT is down 19% year-to-date at $390.74 (approximately A$554.60) — a rare discount on a business printing 39% profit margins and committing $80B in annual AI CapEx. Value entry or structural headwind? We break it down.
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SpaceX is going public on Friday at $135 a share and a $1.77 trillion valuation — the biggest IPO ever. The S-1 reveals a profitable rocket company, a wildly profitable satellite business, and an AI division bleeding billions. Here’s what the price actually buys you.
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AI Hyperscalers Series: GOOGL (Part 1), MSFT (Part 2), META (Part 3). Three companies spending $200B+ yearly on AI infrastructure. Does the capex turn into earnings growth — or just fuel Nvidia? Part 1 examines Alphabet’s Cloud momentum, Search economics, and the real cost of building at scale.
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Tim Cook is out. John Ternus is in. Apple just hit an all-time high. But at 38x trailing earnings, near-peak AI lag, and a CEO transition the market doesn’t fully understand yet — is AAPL a buy, hold, or reassess?
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The Tesla bull case has never been about cars. Institutions know this — and they’re still not pricing it in. Here’s a clear-eyed look at the five theses, the real risks, and why retail conviction might actually be ahead of the smart money.
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Jensen Huang flew to Beijing on Air Force One. H200 chip shipments to China haven't happened yet but the market is betting they're imminent. Here's the full picture on the world's most important AI company.
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This time last year AMZN didn't make the tariff truce headlines. Apple and Nvidia did. That's the opportunity. Here's why Amazon may be the biggest structural winner from US–China de-escalation — across three business lines at once.
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Everyone's heard of Palantir. Few can explain what it actually does. We cut through the noise — two business segments, the AIP platform, the bull and bear case, and what buying Palantir looks like in AUD from Australia via Stake.