Coverage Directory
Every reviewed stock.
One current point of view.
Alphabet
Search growing 17% YoY, Cloud up 82% to $24.8B, Gemini at 950M monthly users. One of the …
Nebius Group
Pure-play AI neocloud with 841% YoY revenue growth and $40B+ in committed contracts. One of the …
ServiceNow
Enterprise workflow renewals beat as Now Assist upsell accelerates. AI-driven workflow automation is …
NVIDIA
Data center demand continues to outpace supply as Blackwell ramps. Hyperscaler capex acceleration …
Meta Platforms
Llama adoption and ad-tech AI integration are driving above-consensus revenue upside. Reality Labs …
Palantir
AIP platform is creating durable government and commercial revenue streams. Boot camp sales motion …
Microsoft
Azure growth is re-accelerating as Copilot seat expansion converts to premium tier revenue. Office …
Advanced Micro Devices
MI300X traction is solid but market share gains against NVIDIA are slower than initially modeled. …
Tesla
Margin pressure from aggressive pricing persists and energy storage may not fully offset vehicle …
Apple
iPhone 16 cycle is tracking in-line but Apple Intelligence adoption is gradual. Services growth …
Amazon
AWS growth is reaccelerating as enterprise AI workloads migrate to Bedrock. Advertising revenue …
Broadcom
Custom AI ASIC revenue from hyperscaler customers is scaling faster than consensus. VMware …