Deep| $BE : The Debate Has Shifted from AIDC Demand to Delivery Execution
AIDC power scarcity remains the structural driver. We estimate North America faces a ~15GW AI power shortfall in 2027, as grid interconnection, turbine lead times, and downstream power infrastructure
$SNOW 's Cortex Code is driving rapid consumption acceleration and emerging as a key growth engine, though its high cost to end customers remains a challenge. Customers are consolidating onto the platform to leverage unified data governance, simplified architecture, and
Weekly|Enterprise SoR Rerating Make Sense, AIDC Demand at 2x Deliverable Supply, MRVL Optics Carries the Raise, MDB & PANW
The biggest shift in tech this week is the divergence between software and semi/hardware performance. In our software previews this quarter (e.g., CRM,
Research| $SNDK Investor Day 2026: Focus Shifts to Earnings Sustainability
The Long-Term Sustainable Model SanDisk presented at its Investor Day reinforces the view we set out in our takeaway from the Future of Memory and Storage Conference 2026: the recent deceleration in ASP
Research| $GOOG : The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation
Our read on the Google AI leadership changes is a bit different from the market’s initial reaction.
On the surface, this is clearly a significant exodus of senior talent. Jeff
Weekly|Historical Week, MSFT Rewarded, META Punished, AWS Fastest in 18 Quarters, SPCX First-Print Setup & xAI 8GW Mapping, Memory Unwind, INTC, AMD, PLTR
Where should we start? This is probably one of the most extreme weeks we have seen in our career history, if not the most
We began to shift our view on $MSFT starting with this quarter’s MSFT Preview. In our research this quarter, we saw for the first time that Copilot’s progress exceeded expectations, with many reasonable and meaningful changes. Our research on Azure also pointed to a more
