Update 27th Jan 2025 My original narrative was primarily based on Aswath Damodaran's Nvidia narrative and valuation. The recent news from DeepSeek further supports this narrative.Read more

Apple starts to look less like a company that wins by selling the next must-have gadget, and more like one that grows by keeping people inside its software and subscription ecosystem. That shift could make the business steadier, but it also raises a big question: can Apple compete in fast-moving areas like AI without losing its edge.Read more

Alphabet’s ad business is maturing, but tighter spending and new growth engines like cloud and artificial intelligence could keep profits resilient and even improve over time. The bigger question is whether competition and regulation slow that progress enough to change how investors value the company.Read more

Microsoft is pouring money into cloud and AI so it can stay ahead as businesses shift more work online and start using new AI tools. The catch is that a lot of that optimism may already be baked into the stock, and competition and changing device habits could still bite.Read more