Equity Compact
Boston Scientific: $14.5B Bet Nobody's Talking About
2:21
Equity Compact
BYD Revenue Is Surging. EBITDA Is Not.
2:15
Equity Compact
Netflix Scales Like Software, Not Hollywood
2:23
Equity Compact
Netflix: scales like software – not like Hollywood.
2:30
Equity Compact
Duolingo put to the structural test: Growth, AI and monetization
3:57
Equity Compact
Qualys: Growth fell 60%. Profits 10x'd. Nobody noticed.
2:07
Equity Compact
Most investors study cash flows. Almost no one asks who controls them.
0:53
Equity Compact
Qualcomm Is Not a Chip Company
1:59
Equity Compact
Xiaomi: Revenue +30%, Profits +70% – What Changed?
2:27
Equity Compact
Intuit's Moat Isn't Innovation. It's Dependency.
2:37
Equity Compact
Micron: When a Commodity Starts Acting Like Infrastructure
3:00
Equity Compact
Samsung’s Recovery Is Real — But This Is the Risk Everyone Ignores
2:52
Equity Compact
Samsara (IOT) had to be inefficient before it could sell efficiency
4:12
Equity Compact
Applied Materials: Process Integrator – Not AI Hypergrowth?
2:48
Equity Compact
Lam Research: Hidden Toll Collector of AI Chips?
2:42
Equity Compact
NetEase: When Revenue Slows but Profits Don’t
2:31
Equity Compact
UiPath Isn’t an Automation Story Anymore — It’s a Control Story
2:53
Equity Compact
Alibaba: When Scale Stops Creating Growth
2:53
Equity Compact
Tencent: Isn’t an AI Stock — And That’s the Point
2:17
Equity Compact
AppLovin: When Performance Depends on Trust
1:56
Equity Compact
TSMC: The Single Point of Failure in the AI Economy
1:21
Equity Compact
CrowdStrike: The Security That Broke
2:15
Equity Compact
Broadcom: The AI Backbone Nobody Talks About
2:50
Equity Compact
SoFi Raises $1.5B Fresh Capital – Dilution or Rocket Fuel?
2:19
Equity Compact
ASML: The Bottleneck Behind Every AI Chip
2:08
Equity Compact
Iris Energy: The Power Behind AI Compute
1:54
Equity Compact
Zeta Global: AI, Data — and the Cost of Competing at Scale
3:00
Equity Compact
Nebius (NBIS): The AI Shovel Seller Behind the Gold Rush
2:58
Equity Compact
Hims & Hers: Growth Is Slowing. Profitability Is Rising.
2:33
Equity Compact
Amazon: The Growth Story Is Over. The Margin Story Isn’t.
2:06
Equity Compact
The Trade Desk: Trust at Machine Speed
2:33
Equity Compact
Microsoft & AI: Is the Market Missing the Real Profit Phase?
2:27
Equity Compact
Baidu: Up 50% — But Earnings Are Down 70%. The AI Bet Explained
2:10
Equity Compact
Apple: When Ecosystems Matter More Than Innovation
3:00
Equity Compact
Altman Z-Score
1:39
Equity Compact
AMD: The Only Real Alternative to Nvidia’s CUDA Empire?
2:04
Equity Compact
NVIDIA: Dominance at Scale — But Is It Sustainable?
2:18
Equity Compact
Oracle: Strong Cash Flows — But a Weak Balance Sheet?
1:23
Equity Compact
Nasdaq market recap
0:48
Equity Compact
Novo Nordisk: Strong Fundamentals, Brutal Repricing
1:24
Equity Compact
Google Is Stronger Than Ever… and That’s the Problem
1:23
Equity Compact
Piotroski F-Score Identifies Financially Healthy Stocks
1:12
Equity Compact
Tesla’s New High — and the Market Cap Elon Musk Is Betting On
1:21
Equity Compact
ServiceNow: The Quiet Power Behind Enterprise AI
1:12
Equity Compact
ACM Research: Amazing Run — Time to Slow Down?
1:12
Equity Compact
Snap Looks Cheap… and Expensive at the Same Time
1:19
Equity Compact
Palantir: A Powerful AI Story — Priced for Perfection?
1:16
Equity Compact
Benish M-Score the Financial Lie Detector
0:55
Equity Compact
Marvell: A High-Quality AI Stock Under Pressure
1:43
Equity Compact
Fortinet Fell 30% — The Fundamentals Didn’t
1:30
Equity Compact
Strong Engineering, Weak Growth: The Synaptics Dilemma
1:50
Equity Compact
Why Oddity’s Selloff Doesn’t Match the Fundamentals
1:26
Equity Compact
Duolingo Is Still Growing Fast — So Why Did the Stock Collapse?
1:25
Equity Compact
Boston Scientific Is Strong — So Why Is the Stock Weak?
1:31
Equity Compact
Zscaler Fell Hard — Opportunity or Execution Trap?
1:34