Longbridge Dolphin Research·Sep 10With AMZN on board, is QCOM’s AI second S-curve locked in?Astera Labs, Not Marvell, Is Most Exposed to Qualcomm’s Deal
Sigmanomics·May 5Amazon: A Diversified JuggernautAmazon (AMZN) is a household name. We all have Prime for shopping, videos, music, books and more. And in every practical sense, this is a…
Shenggang Li·Feb 7The $600B AI Capex Shock: Wall Street’s Panic vs. Big Tech’s PlanAmazon, Alphabet, Meta, and Microsoft are all spending “too much” on AI — until you model what “returns” actually means.
NOMAD·Jan 9I Read the 2026 Outlooks So You Don’t Have To — A Few Themes Consensus Seems to MissDisclaimer: This is not investment advice. It’s a collection of opinions, observations, and trades I’m personally running. I may be wrong…
Kieran Winterbourne·Oct 30, 2025Tech Delivered, Economy Missed: Making Sense of 24 Hours That Told Two StoriesAt 4:05 PM Wednesday, three tech giants simultaneously released earnings. By 6 PM, the basic narrative was clear: two strong beats, one…
Wilson Tam·Apr 1, 2025Big Picture, Little Picture (Trading AMZN for the week)In this blog, I will be reviewing how I establish long term terms and how I use longer term bias to make short term decisions.
