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20 tickers coveredClear verdict on every reportUpdated after every earningsIncluded with Signals
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Aerial view of Facebook's Menlo Park campus beside marshlands in September 2019
METAMeta Platforms, Inc.
HoldElevated riskCommunication Services / Technology

Meta: ad scale meets an AI capex conversion test

Meta’s advertising engine still scales—Q2 2026 revenue $60.801B—but free-cash-flow conversion compressed as H1 capex absorbed most operating cash flow. The educational stance is hold with elevated risk inside a wide fair-value band while the 2026 infrastructure cycle runs.

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Exterior of Google's data-centre facility in The Dalles, Oregon, with cooling structures and hills in the background
GOOGLAlphabet Inc.
HoldElevated riskCommunication Services / Technology

Alphabet: AI scale meets a cash-conversion test

Alphabet’s advertising engine and profitable cloud platform support a durable quality case, while elevated capital intensity and a demanding valuation keep the stance at hold with elevated risk.

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An AMD EPYC 7302P server processor seated in an open SP3 socket on a Supermicro motherboard.
AMDAdvanced Micro Devices, Inc.
HoldElevated riskSemiconductors and AI infrastructure

AMD: AI momentum meets a valuation and capital test

AMD’s data-centre acceleration is broadening from CPUs into rack-scale AI systems, but the stock’s expectations, competitive gap to Nvidia and a larger funding footprint leave little room for execution errors.

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Aerial view of Akamai Technologies headquarters in Cambridge, Massachusetts
AKAMAkamai Technologies, Inc.
HoldElevated riskCybersecurity and cloud infrastructure

Akamai: cloud growth meets a margin and leverage test

Akamai is turning its global edge network into a security and AI-cloud platform. The opportunity is credible, but the build-out is pressuring margins and free cash flow while convertible debt and execution risk rise.

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Oracle Canada office building in Markham framed by trees and a roadway.
ORCLOracle Corporation
HoldElevated riskTechnology

Oracle: AI backlog meets a capital-spending stress test

An evidence-led review of Oracle’s cloud acceleration, contracted backlog, capital program, valuation sensitivity and wheel suitability.

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Amazon Spheres and glass office towers at the company’s Seattle headquarters
AMZNAmazon.com, Inc.
HoldElevated riskConsumer Discretionary / Cloud Infrastructure

Amazon: three profit engines, one capital-spending test

Commerce, advertising and AWS accelerated in the June 2026 quarter, while the AI infrastructure build pushed trailing free cash flow below zero. This living report weighs Amazon’s moat, capital intensity and option-market setup after earnings.

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Close-up photograph of a patterned silicon wafer splitting light into coloured reflections.
MRVLMarvell Technology, Inc.
HoldElevated riskTechnology

Marvell: AI infrastructure momentum meets a demanding valuation

A filing-led review of Marvell's AI data-center concentration, custom-silicon moat, acquisition economics, cash conversion, valuation and unusually volatile option chain.

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