MBI Deep Dives
Investment Research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 692 | Founded | 4 years ago | Last Issue | 2 days ago |
| Active | |||||
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mbideepdives.substack.comLatest Issues
ASML 3Q’26: 2030 Arrived Four Years Early
I know the semi stocks are getting shot at the market due to Anthropic’s ARR “miss” yesterday, but ASML’s 3Q’26 earnings was not the place to look to gauge any hiccup in AI.
I know the semi stocks are getting shot at the market due to Anth...
The Asymmetry of Selling Compute
A couple of readers recently emailed me a paper by Columbia Business School professor Stijn Van Nieuwerburgh.
A couple of readers recently emailed me a paper by Columbia Business School professor Stijn Van Nieuwerburgh. Its headline estima...
Narrowing the Downside on the Labs
Given the private market valuation of OpenAI and Anthropic, it does feel a little strange for me to claim the labs may be better business than appreciated by investors.
Given the private market valuation of OpenAI and Anthropic, it does fe...
A Month with Muse
On September 8 this year, Meta launched Muse.
On September 8 this year, Meta launched Muse. The very next day, I shared my first impressions of Muse, and in that piece, I promised I would share more thoughts in a month on how I’m actually...
Room at the Top
I came across this astonishing chart from Michael Batnick yesterday showing that the combined market cap of the bottom 434 companies in the S&P 500 equals that of the top 5.
I came across this astonishing chart from Michael Batnick yesterd...
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