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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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A Coverage Bootstrap TSMC company evaluation covering advanced-node foundry leadership, CoWoS, customers, margins, capex, global fabs, Taiwan risk, and valuation setup.
OpenA Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
OpenA Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
OpenAENT is a profitable physical-media and collectibles distributor with more than $1 billion of annual revenue, improving margins, exclusive studio and label relationships, insider control and a balance sheet that depends on inventory, receivables and revolver a
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