Broadcom: custom AI silicon plus VMware cash flow
A Coverage Bootstrap Broadcom company evaluation covering custom AI silicon, Ethernet networking, VMware, free cash flow, customer concentration, integration risk, and valuation discipline.
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Broadcom's AI cash-flow test: custom chips, Ethernet, and VMware
A Broadcom five-year double thesis focused on custom AI silicon, Ethernet networking, VMware free cash flow, customer concentration, and integration risk.
OpenBloom Energy: fast power promise, cash-flow proof gap
A Coverage Bootstrap Bloom Energy company evaluation covering fuel cells, data-center power demand, revenue growth, adjusted EBITDA, margins, project execution, cash flow, and risk controls.
OpenBloom Energy's data-center power bet: huge demand, thin margin of safety
A Bloom Energy five-year double thesis focused on data-center distributed power, fuel-cell economics, backlog quality, margins, cash flow, and execution risk.
OpenConstellation Energy: nuclear scarcity in the AI power race
A Coverage Bootstrap Constellation Energy company evaluation covering nuclear fleet economics, clean firm power, data-center PPAs, regulation, fleet reliability, acquisitions, and valuation risk.
OpenConstellation's AI power thesis: nuclear scarcity meets data-center demand
A Constellation five-year double thesis focused on clean firm power scarcity, nuclear fleet value, data-center PPAs, regulation, and acquisition execution.
OpenMicrosoft: 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.
OpenMicrosoft'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.
OpenTSMC: the AI foundry moat with a geopolitical discount
A Coverage Bootstrap TSMC company evaluation covering advanced-node foundry leadership, CoWoS, customers, margins, capex, global fabs, Taiwan risk, and valuation setup.
OpenTSMC's AI foundry test: growth, capex, and geopolitical risk
A TSMC five-year double thesis focused on advanced-node foundry leadership, advanced packaging, AI customer demand, capex, margins, and Taiwan risk.
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