Oracle FY 1Q27 in one word: Acceleration!
We believe Oracle should be trading at least 20% above today’s price after this impressive quarter. For eighteen months the Oracle debate has been about...
TSMC accelerated revenue growth August 2026!
Growth in USD increased from 31,8% in July to 44,4% in August, on track to deliver +40% in 2026 TSMC reported August revenue today in...
Snowflake FY 2Q27: The Rise of the Data Cloud
When we published Snowflake — Initiation 2026, the open question on the name was whether a business that had decelerated to 30% growth could turn...
Dell FY 2Q27: $192 Billion Guided, and the Margin Bear Case Broke
For a decade Dell was a low-growth hardware company that compounded quietly on cash flow and buybacks. Then it created a revenue line for itself...
Broadcom FY 3Q26: $350 Billion AI Revenues in 2 Years
In July we called this the custom silicon new age. On 2 September, Broadcom told us how long that age is booked out for. Hock...
Micron: The Memory Industry Strategic Revision
From cyclical short term contracts to strategic long term partnerships The conversation with Sumit Sadana confirms the call message that the memory industry has changed...
TSMC July-26 Revenues
Hold your breath! “Only” +32% yoy USD growth! TSMC released July sales this morning at NT$ 467.6 bi, a record month, +44.7% year on year...
Amazon 2Q26 Conference Call
An Outstanding Quarter for a Long Term Compounder! Amazon reported a very strong second quarter, led by accelerating AWS growth, expanding cloud profitability, healthy commerce...
Broadcom: The Custom Sillicon New Age
Broadcom FY 2Q26 and FY 3Q26 For those who came to this post maybe worried that we would say anything bad about Nvidia market share...
TSMC 2Q26: Increased Expected Return
We upgrade our Valuation Model for TSMC, implying 18% 3 year PE IRR return. TSMC reported a strong Q2 2026, driven by an extremely robust megatrend...
The State of Cloud going to 2Q26 Season
A First Half 2026 Review of Cloud infrastructure As of this writing, major Cloud infrastructure companies are significantly underperforming broader indices, particularly when compared to...
From Computing to Thinking: Michael Dell on the Future of AI Infrastructure
Michael Dell View from the Top with Wamsi Mohan from Bank of America Here is a breakdown of key themes discussed in the April 7,...
TSMC Monthly Revenues – March 2026
TSMC released today their monthly revenues for March 2026, that came in +50% in US$, reaching US$ 13 billion for the month! TSMC reported revenues for 1Q26...
Andy Jassy’s Amazon Letter to Shareholders
Navigating Trough the Cycles: Learnings and Tools for Long Term Progress I’ve followed the public debate on whether this technology is over-hyped, whether we’re in...
Nvidia Post GTC Valuation Update
Its clear for everyone to see, but few to believe? On March 16th, 2026, Jensen Huang took stage to present the GTC Annual Conference, where...
Tokenomics: Welcome to the future of AI economics
Nvidia Financial Analyst Q&A Highlights At the recent NVIDIA Shareholder/Analyst Call on March 17, 2026, CEO Jensen Huang and CFO Colette Kress didn’t just discuss...
We need to talk about Microsoft!
Microsoft 4Q25 (FY 2Q26) Earnings & Call Analysis Since reporting is FY 2Q26 Earnings in Jan 28th 2026, Microsoft is down by almost 18%. For...
TSMC 4Q25 Earnings Review
It was excellent earnings for TSMC and an excellent start for CoreValue Research [see TSMC 4Q25 Preview]! *1Q26 TSMC Guidance TSMC 4Q25 Conference Call The...
Cloud Infrastructure: Setting the Stage for Earnings Season and 2026
The 4Q25 Earnings Season is beginning and we thirsty for some updates!! We will start with our preview for 4Q25 and 2026 and main themes...