Microsoft's AI return test: Azure, Copilot, and capex discipline
A Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
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Microsoft: AI distribution power, capex payback test
A Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
OpenAffirm Holdings, Inc. (AFRM)
SEC filings, financial facts, source resources, and Goglides workspace context for Affirm Holdings, Inc..
OpenAI: C3.ai's reset has to prove it is more than a cost cut
C3.ai ended FY2026 with preliminary revenue inside guidance and a large cash and investments balance, but the latest evidence is dominated by a sharp revenue reset, weak Q3 gross margin, negative free cash flow, a 26% workforce reduction and Thomas Siebel's re
OpenAFRM: the checkout lender that just turned profitable and still has to earn the credit cycle
Affirm is scaling GMV and has moved into GAAP operating profitability, but the stock thesis still depends on credit discipline, funding access, partner concentration, regulation and whether Card, wallets and international expansion preserve unit economics.
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