Suiman's Insights
Suiman AimamMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 2 months ago | Last Issue | 7 days ago |
| Active | |||||
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suimanaimam.substack.comLatest Issues
Why Google was a genius and Microsoft is a villain
$3.1 billion. That’s what Google paid for DoubleClick in 2007, a company most consumers had never heard of that controlled the plumbing underneath online advertising.
The mistake most investors make right now is assuming Microsoft’s OpenAI...
Apple Spent $6B on AI in 6 Months and the Chart That Matters Isn't Siri
$4.3 billion is practically a rounding error. Apple generated more than $82 billion in operating cash flow in the first half of fiscal 2026, yet its capex across that same period came in at $4.3 billion — roughly five cents deployed for eve...
The $89M figure that handed lawyers a gift 🎁
“When you get the number wrong, you don’t just mislead — you hand the defense their best argument for free,” a former SEC enforcement attorney told me last month, and isn’t that exactly what happened here?
Consider what’s been circulatin...
The trap that erased $400B from Cisco overnight
It was a Tuesday afternoon in late February 2026, inside a conference room on the thirty-fourth floor of a midtown Manhattan office where three portfolio managers were staring at the same spreadsheet. The number they couldn’t stop circling:...
What does Jensen actually know that we don't? 🔍
“You saw the Form 4, right?”
That’s how a call opened Monday morning — a compliance officer I’ve traded notes with since 2016, three weeks out from a conference we’re both speaking at. He wanted to know if I was writing the Jensen-is-cashi...
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| Subscribers | Engagement | 67 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Diagnosing the markets through cold math and hard data, not Wall Street euphoria. While the masses chase momentum and index-fund illusions, we look at the structural rot underneath—leverage, systemic insolvency, and macro decay.
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