Shopify 2Q'26: Sustained Miraculous Growth
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
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technology
Everything our editor has picked under this tag, best first.
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
FICO FY 3Q'26: Welcome to "Gaming"
FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.
Vistance Networks (NASDAQ: VISN)
Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…
Weedmaps
WM Technology trades near its $57 million cash balance after a Nasdaq-to-OTCQX delisting, while cannabis Schedule III rescheduling could…
AI Radiology Company Transitioning to Cloud w/ Multibagger Potential ($ICAD)
ICAD’s cloud-subscription shift could add more than $30 million of ARR to AI mammography software with 85%+ margins, while its net cash…
Dramatically Undervalued SAAS Company Primed for Buyout ($AWRE)
Aware ($AWRE) trades near its net-cash value as recurring biometric SaaS revenue grows, supporting a buyout thesis backed by debt-free…
A 4x in 4 Years Surfing the Data Center Tsunami? ($TSSI)
Total Site Solutions ($TSSI) depends on Dell for 96% of revenue; the 4x thesis rests on Dell expanding modular data centers amid AI-driven…
~9 EV/OCF AI Company Growing Revenue 75%+ YoY ($ALAR)
Alarum ($ALAR) trades near 9x operating cash flow as its NetNut proxy network supports web scraping and AI data collection, with revenue…
AXT’s Tongmei Problem: Great Asset, Fragile Economics
AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.
Monster in the Middle: Unpacking the High-Stakes Buyout Battle
Energy Monster’s $1.25-per-ADS management buyout faces Hillhouse Capital’s fully funded $1.77 competing offer, turning the Chinese…
Trying to get access to Google's new agentic AI
Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.
Nvidia, Nano-X and the interpretation of 13F filings
Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…
Carving Up the TPU
Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…
Dun & Bradstreet: Strategic Process Wrapping Up, Cheap Valuation
Dun & Bradstreet’s strategic process is wrapping up as the company trades at a cheap valuation.
Corporate dark arts: the strangest 8-K I've ever seen $DMRC
DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…
Brookfield's New Lawsuit
Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…
Under the Hood - Adobe Inc. ($ADBE)
Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…
The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)
Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…
Amazon 2Q'26: AWS Gets the Love
Amazon’s AWS grew 37% to a $169 billion run rate in 2Q’26, while North America retail margins fell excluding a $600 million tariff refund.
DoorDash
DoorDash positions itself as infrastructure for local commerce.
Texas Instruments 2Q'26: Not Another Head Fake
Texas Instruments’ 2Q’26 revenue grew 23% year over year and 13% sequentially, supporting management’s view that pricing and demand have…
Alphabet 2Q'26: Google Cloud is On Cloud Nine
Alphabet’s 2Q’26 revenue rose 24% to $119.8 billion as Google Cloud grew 82% and tripled operating income, while heavy investment drove…
TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle
TSMC’s 2Q 2026 operating margin exceeded 60% as AI-driven demand for advanced chips pushed profitability beyond the prior cycle’s…
