#AI earnings analysis
55 related articles
·2 min
The Truth About Microsoft's AI Revenue: Most of It Actually Comes from OpenAI's Cloud Consumption
Deep analysis of Microsoft's AI revenue composition reveals that OpenAI's cloud consumption accounts for the majority, raising questions about circular investment sustainability.
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·3 min
Driven: A Deep Dive into the AI Investment Agent That Connects the Entire Research-to-Execution Pipeline
Deep dive into Driven, the AI investment agent that connects the entire research-to-execution pipeline through 260+ API integrations, custom Skills, and Playbooks.
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·4 min
Is the AI Bubble Bursting? A Sober Look at the Concerns Behind the Boom
Is the AI bubble bursting? This article analyzes the AI investment bubble through capital expenditure imbalances, circular financing, and weak consumer monetization, offering a rational framework for practitioners.
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·2 min
AI Solo Companies: How One-Person Startups Are Achieving Million-Dollar Revenue
Explore how AI tools empower solo entrepreneurs to achieve million-dollar revenue. Learn about AI coding assistants, automation, profit advantages, and the future of democratized entrepreneurship.
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·3 min
Locally Deploying LLMs for Trading Bots: Hardware Selection & Model Recommendations
How to deploy LLMs locally on AMD RX 7800 XT 16GB for trading bots: ROCm ecosystem, 7B-14B model picks (Qwen2.5, Llama 3.1), Ollama/LM Studio setup, and system architecture design.
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·4 min
Walsh Multi-Agent Trading System: How Risk Management Veto Power Ensures AI Autonomous Decision-Making Safety
Deep dive into the Walsh multi-agent trading system architecture, exploring how its risk management agent with veto power establishes safety boundaries for AI autonomous decision-making.
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·3 min
Meta's Free Cash Flow Plunges 91%: Where Is the Tipping Point for Its AI Infrastructure Gamble?
Meta's free cash flow plunged 91% from $8.55B to $784M as AI infrastructure spending hit $31B per quarter. Deep analysis of Meta's runaway CapEx ratio, debt expansion, and the AI arms race tipping point.
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·3 min
Adomate Deep Dive: A Data-Driven Tool for Scalable Ad Creative Production
Deep dive into AI ad creative tool Adomate: how it integrates Meta ad data, competitor ad libraries, and user reviews to enable traceable, no-black-box scalable ad creative production for e-commerce and DTC brands.
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·5 min
A Beginner's Guide to Prompt Engineering: From One-Off Instructions to a Systematic Methodology
A beginner's guide to prompt engineering covering the four functions of prompts, the key differences from prompt engineering, a six-step systematic workflow, and critical technical and practical limitations.
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·3 min
The Circular Investment Concerns Behind NVIDIA's $750 Billion in Deals
Deep analysis of circular financing in NVIDIA's $750B partnership deals, examining real AI compute demand, self-reinforcing valuations, and key investor signals.
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·3 min
Why Is Every Company Rushing to Embrace AI? A Multi-Layered Analysis of Capital, Technology, and Marketing
Why is every company embracing AI? A deep dive into valuation premiums, FOMO, lower API barriers, and marketing hype — plus how to spot real AI value vs. gimmicks.
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·3 min
Why Is Every Company Rushing to Embrace AI? A Multi-Layered Analysis of Capital, Technology, and Marketing
Why is every company embracing AI? An in-depth analysis of valuation premiums, FOMO, lower API barriers, and marketing narratives driving the AI craze.
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·4 min
Can AI Discover Alpha? A Deep Dive into Qlib and RD-Agent
Can AI truly discover Alpha automatically? This deep dive into Microsoft's open-source Qlib and RD-Agent reveals the 3 critical backtest pitfalls and 6 overfitting prevention gates every quant researcher needs to know.
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·3 min
Apple vs. OpenAI: The 400-Employee Exodus and the Battle for AI Hardware Dominance
Apple sues OpenAI over 400 former employees allegedly stealing trade secrets. A deep dive into AI talent wars, hardware competition, HBM memory chips, and chip localization.
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·2 min
Perplexity Pro Quietly Swapping Models? Forced Sonnet Switching in MCP Scenarios Sparks Trust Crisis
Perplexity Pro users report that custom MCP connectors silently switch models to Claude Sonnet, ignoring frontend selections like Grok or GPT. Support denies it.
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·6 min
OpenAI vs Anthropic IPO Race: Who's Really Burning Cash? A Deep Dive Into AI Giants' Finances
OpenAI's adjusted operating margin hits -122%, Anthropic's profitability remains murky, and SpaceX claims a $22.7T AI market. A deep dive into three AI giants' real financials and the capital game behind the IPO race.
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Financing the AI Boom: How Tech Giants…
·3 min
Financing the AI Boom: How Tech Giants Are Shifting from Cash Flows to Debt
Tech giants are shifting AI investment financing from free cash flow to large-scale debt. This deep dive explores the structural logic, systemic risks, and macro implications for bond markets.
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·3 min
Cracks in the AI Boom: Why Ordinary People Are Being Left Behind
AI-driven growth enriches tech giants while ordinary workers fall behind. We examine wealth concentration, job displacement, and the skills gap in the AI economy.
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·3 min
GPT-5.6 Deep Dive: Sol Flagship Model Performance, Weaknesses, and Competitive Analysis
Deep dive into GPT-5.6 (Sol/Terra/Luna): one-shot complex coding, agentic workflows, benchmark wins over Claude — but hallucination and vision still lag. Must-read for developers.
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·3 min
AI's $3 Trillion Investment Question: When Does ROI Arrive — Bubble or Future?
Global tech giants are investing nearly $3 trillion in AI infrastructure. When will ROI materialize? We break down the hyperscaler arms race, systemic risks, and the bubble-vs-rationalist debate.
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