Financial and business model analysis of U.S. companies. Covering chip designers, foundries, and AI infrastructure businesses through revenue, margins, and capital structure.
AMD's Data Center segment grew 32% in FY2025. But AMD combines EPYC CPU revenue and Instinct GPU revenue into one number and never separates them. That single reporting choice is the most important thing to understand before valuing this stock.
Broadcom runs two businesses under one ticker: custom AI chip design for hyperscalers and VMware enterprise software. This breaks down how each side makes money, why the margins are unusually high, and what makes both sides structurally hard to replace.
TSMC generated $122.9 billion in revenue in 2025 while spending $40.9 billion on capital expenditure. This breakdown explains what that spending buys, why no competitor has matched it in 35 years, and what the $52-56 billion 2026 CAPEX commitment signals about AI infrastructure demand.
NVIDIA generated $215.9 billion in revenue in FY2026 without owning a single chip factory. Here is how the fabless business model produces margins that manufacturing companies cannot match.
A practical framework for analyzing semiconductor stocks using business model, financial metrics, margins, and capital intensity across chip companies.
A beginner-friendly guide explaining which financial metrics matter most for semiconductor stocks, including revenue, margins, R&D, and CAPEX across chip companies.
Learn how semiconductor companies make money across chip design, manufacturing, and equipment. Beginner-friendly guide for investors.
A simple, beginner-friendly guide explaining what actually matters when analyzing a stock and what can be ignored early on.
A beginner-friendly explanation of what a stock really represents, how stock investing works, and what matters when analyzing U.S. stocks.
Ford makes nearly $190B in annual revenue but trades at a $49B market cap. Here’s a quick look at its debt, margins, cash flow, and valuation to see if Ford is undervalued or a value trap
Arista powers the backbone of modern cloud data centers, delivering high-speed, reliable networks that enable giants like Microsoft, Google, and Meta to scale AI, cloud, and data services.
Independent analysis of U.S. companies and semiconductor sectors through financial statements, earnings trends, and structural drivers of revenue and profitability
✓ Check your inbox — we sent you a confirmation email.