Alphabet is a $3.4 Trillion company. Yet, the stock is up almost ~50% since 2Q’25 earnings. The stock has largely shredded the initial search related jittery post-ChatGPT and is now firmly seen as one of the key winners in AI. 3Q’25 call only bolstered this| MBI Deep Dives
A programming note: I initially wanted to cover Microsoft’s earnings today, but I am changing the schedule a bit as I felt more inspired to write today’s piece. Almost two decades ago, Hewlett-Packard (HP) was the first tech company to exceed $100 Billion annual revenue threshold in 2007.| MBI Deep Dives
Google’s marketing strategy secures its dominance and long-term profitability, though the challenge remains to sustain innovation and trust as digital competition and regulatory pressures intensify.| Hivelr
A look at hyperscaler moves across AI, Data, DevOps, and Security.| HHHYPERGROWTH
NVIDIA's supply constraints have been easing until it hit some Blackwell delays.| HHHYPERGROWTH
