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18 pages

AI Capex

Rebound or Terminal? Eight Doubts, Seven Discriminators, and a 48-Hour Verdict

Why Does NVIDIA Want to Be OpenAI's Guarantor? Anatomy of the $250 Billion Backstop

Can Microsoft Earnings Break the OpenAI-Centered AI CapEx Circularity?

Cisco Did Not Die of Missing Demand: Rewriting the Dot-Com vs AI Comparison with the Monetization Gap Ratio

Alphabet's Q2: Cloud +82% Ends the Demand Debate, Negative FCF Starts the Cash Debate

Big Tech AI Earnings: 2027 Demand Is Contracted, but 2028 Free Cash Flow Is the Real Test

Who Burns All Those Tokens? NVIDIA's Customer Map, Sovereign AI and Codex at 9 Million Start Answering

Weekly Semiconductor Deep Dive: Strong Earnings, Compressed Multiples, and the 2028 Inflection

The Real Debate in Semiconductors: Four Physical Clocks and One Stock-Price Clock

Why IBM's Earnings Miss Is Evidence of Memory Strength: Reading IBM and Ericsson for Semiconductor Sentiment