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.
OpenAeroméxico: the Delta overhang behind a record-margin airline
Aeroméxico has premium demand, loyalty scale and record-margin evidence after its U.S. listing, but the Delta JCA, MEX constraints, fuel, FX, engine issues and a negative equity balance sheet make the setup high risk.
OpenAerCap: the aircraft shortage is paying twice
AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
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