Agentic AI: Winners and Losers
Meta’s Muse reached 3 million downloads and 700,000 daily users within 10 days, with forecasts of up to $28.5 billion in annual revenue…
Substack
Jimmy's Journal
Everything we have picked from this writer, newest first.
Intuitive Surgical ($ISRG) Deep Dive
Intuitive Surgical faces new US robotic-surgery challengers from Medtronic’s Hugo RAS and J&J’s Ottava after building a 12,000-system da…
Meta Platforms ($META): AI Agents Are Here
Meta Platforms’ Muse agent could shift monetization from ad impressions to transaction commissions, while automating campaign creation for…
Credo ($CRDO) Deep Dive
Credo's active electrical cables extend copper links to roughly 7 meters, targeting AI data-center connectivity as revenue grew 115% year…
The Quality Check #1
The Quality Check #1 reviews recent developments at Arista, Cummins, Veeva, ServiceNow and AppLovin following earnings season.
S&P Global ($SPGI) Deep Dive
S&P Global has fallen about 20% in 2026 as AI disruption fears test the durability of its ratings, indices and financial-data franchises.
Broadcom ($AVGO): No Moat
Broadcom faces Google TPU competition from Marvell, AMD and MediaTek as investors question its AI financing exposure and custom-chip moat.
5 Durable Compounders Trading at a Discount
S&P Global trades at 22-23 times earnings after a 25% drawdown, as AI concerns discount its data unit despite Ratings and Indices…
Nubank ($NU) Deep Dive
Nubank has risen 318% from its 2022 low while sustaining 20-25% annual EPS growth, 30% ROE and a 15x P/E multiple.
GPUs, ASICs, and the Real ROI of AI
GPUs retain an edge in AI training, while custom ASICs target predictable inference workloads with better power efficiency and cost per…
