StockOpine’s Newsletter
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| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 319 | Founded | 5 years ago | Last Issue | 16 hours ago |
| Active | |||||
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Amazon: How Long Until the AI Spending Pays Off?
Bezos explained how to tell in 2005.
In April 2005, Jeff Bezos used his letter to shareholders to explain why profits can mislead. He asked readers to imagine a machine that quickly transports people from place to place, so popular that th...
Micron Deep Dive: Has AI Broken the Memory Cycle?
Record profits in an industry built on busts.
On December 21, 2022, Micron’s chief executive, Sanjay Mehrotra, told investors memory makers faced “the most severe imbalance between supply and demand” in 13 years. With memory prices falling...
Meta: Is Zuckerberg's AI Bet Another Metaverse?
From the metaverse to superintelligence.
Mark Zuckerberg renamed his company Meta in October 2021 to reflect his ambitions for the metaverse. By the end of 2025, Reality Labs, the division responsible for the project, had lost $77 billion...
TSMC: Can a Chip Factory Stay This Profitable?
The technology company with the widest moat.
This week we cover Taiwan Semiconductor Manufacturing Company (TSMC), one of the most important companies in the technology industry. The note is part of our series on the semiconductor industry...
Alphabet: Did AI Make Search a Better Business?
Despite AI fears, Google Search is growing at its fastest pace since 2022. Is it time to buy?
In February 2023, Google released a promotional video for Bard, its answer to ChatGPT. In the video, the chatbot claimed that the James Webb Spac...
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