Ai

Super Micro Computer, Inc. (SMCI) - Fundamental Analysis

🎯 Investment Thesis & Recommendation Core Thesis SMCI is a high-growth AI infrastructure company executing exceptionally on the datacenter buildout megatrend, delivering 111% revenue growth

read more

Intel Corporation (INTC) - Fundamental Analysis

🎯 Investment Thesis & Recommendation Core Thesis Intel presents a contrarian value opportunity trading at severe discounts due to execution missteps, but foundry investments and AI pivot pos

read more

Amazon.com Inc. (AMZN) - Fundamental Analysis

Amazon.com Inc. (AMZN) - Fundamental Analysis Generated: June 18, 2025 | Confidence: 0.85/1.0 | Data Quality: 0.88/1.0 🎯 Investment Thesis & Recommendation Core Thesis Amazon's multi-b

read more