Meta Platforms: Even More Bullish
The recently announced Meta Verified could easily generate over $2B in revenues at very high incremental margins, while another 10K headcount cut...
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Intel’s Cut Its Dividend, But Should It Cut Its Foundry?
Intel unsuprisingly cut its dividend given the massive PC inventory glut and lack of FCF in 2023 and to keep its foundry plans intact...we question...
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Palo Alto Networks: Even Better Than Crowdstrike?
PANW delivered a massive margin and FCF beat, and continued acceleration of its SASE business. With S&P inclusion on the horizon and 25x EV/FCF for...
321 Views
PINS 4Q22: We Don't Chase Vanity MAUs
Pinterest has become a consensus long on the hopes that its new CEO Bill Ready will pivot the company from a pure advertising model to an ecommerce...
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Amazon 4Q22: When Does AWS Trough?
Amazon continues to be a frustrating long...just when retail margins show promise, AWS decelerates and margins drop. We think the latter is...
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