Leading AI labs are building economic moats to stave off commodification threats.

The market’s negative reaction to the announcement signals that investors, much like us, are not super excited about Meta’s prospects in the...

Trading at an 18% discount, this wide-moat stock is a rare find.

We reiterate our fair value estimate for wide-moat Meta and view the after-market selloff as an overreaction

We maintain our fair value estimate for wide-moat Alphabet.

From Google Cloud to Gemini user retention, here’s what we expect from Alphabet’s earnings report.

$10 billion private placement to Berkshire Hathaway as part of equity raise.

AI propels business across aegments, cloud is grightest; Increasing our fair value.

From AI integration to capital expenditure increases, here’s what we expect in Alphabet’s earnings report.

With another high-performing quarter expected, here’s what we think of Meta stock.