Nikhs
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 210 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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nikhs.substack.comLatest Issues
Intel 2Q26 Earnings: The Second-Source Moment
TL; DR
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Intel’s CPU engine is working again. DCAI revenue rose 59%, operating margin approached 40%, and better yields turned additional factory output into unusually strong profit growth.
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TSMC’s capacity discipline is creating...
ServiceNow 2Q26 Earnings: Who Governs the Agents?
TL; DR
- The control-layer thesis is becoming commercially real. AI demand is pulling IT operations, security, data, permissions, and workflows into broader ServiceNow deployments rather than allowing agents to bypass the platform....
Alphabet's 2Q26 Earnings: The System on Trial
TL; DR
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Google Cloud delivered the clearest evidence yet for Alphabet’s systems thesis: revenue grew 82%, margins reached 35.6%, and backlog rose to $514 billion, even while Gemini lagged in important areas such as coding.
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Searc...
Netflix 2Q26: The Compounding Nobody Wants
TL; DR
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Netflix’s revenue growth is slowing as free, infinite content from YouTube and short-form platforms competes for attention, but the underlying business remains operationally strong.
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The next phase of compounding will co...
TSMC 2Q26: The Cost of Building the AI Age
TL; DR
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TSMC’s latest guidance suggests the AI opportunity is expanding faster than even the company’s previous capacity plans anticipated.
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The constraint has shifted from deliberate scarcity to construction: fabs, advanced pack...
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