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Free
A comprehensive analysis of the $50 billion equity raise and the end of an era for Alphabet shareholders.
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Free
In an era of AI build-out, Alphabet’s capital allocation mirrors past industrial expansions, prioritizing assets over shareholder payouts.
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Free
Structural margin compression from 3-year refresh cycles challenges cloud providers' ability to sustain growth.
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Free
How Apple's reliance on Gemini exposes Alphabet to market volatility, antitrust scrutiny, and governance challenges.
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Free
A comprehensive analysis of how $174B in operating cash flow is being redirected toward AI capex at historic levels.
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Free
As market concentration and AI spending pressures mount, Alphabet must prove its infrastructure outlays yield durable returns amid regulatory threats and sector rotation risks.
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Free
Investors weigh Alphabet's TPU strategy against open-weight models and rising infrastructure costs.
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Free
Alphabet's $500B capex mirrors the steel age, but monetization lags at 4%.
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Free
A detailed breakdown of how Alphabet leverages low dilution and high liquidity to consolidate compute supply chains.
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Free
Bull case: control of compute and TPUs. Bear case: overinvestment, European barriers, and elusive returns.
