Notes: AI Bubble? Refining the Forward ROIC
Summary
* The refined forward ROIC model focuses on Microsoft, Amazon, and Google,
hyperscalers
Notes: AI Bubble? Spending, Risks, and Returns — A High-Level Assessment
Summary
* Hyperscalers’ AI capex is soaring past historical limits, forcing creative financing
Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs
Summary
* This is a three-part report on Supermicro. Part 1 discusses its