Amazon Is Eating the World: 2Q Earnings Review
Amazon's AWS growth accelerated to 37%, while $220 billion of 2026 AI and AWS capex pushed trailing free cash flow to negative $7.6 billion.
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Stock Thoughts
Everything we have picked from this writer, newest first.
META 2Q26 Earnings Update
Meta's Q2 advertising revenue rose 27% to $59.4 billion, while costs climbed 55%, cutting operating margin to 31%.
What I've Been Reading (7/5-7/12)
Meditation Capital favors niche software companies with durable domain expertise, citing AI-driven Braze growth, Workiva’s 2030 targets and…
Tidewater (TDW): a first-pass look
Tidewater’s $22,600 average day rate and $598 million FY2025 EBITDA rest on an aging OSV fleet, scant newbuilds and fleet acquisitions…
What I've Been Reading
Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.
What I Read This Week
Weekly reading list covers Agnico Eagle, Cameco, Dollar Tree, Meta, Braze and Apollo across mining, retail, AI and insurance.
What I Read This Week
Cable stocks face renewed broadband share-loss concerns from LEO satellites, while AI links cover Microsoft, Google, Amazon, Anthropic and…
