How Can Investors Tell Whether AI Inference Revenue Is Becoming Profitable?
Growing AI usage is evidence of demand, not proof of profit. Compare realized prices, serving costs, usable capacity, and operating expenses before raising your margin assumptions.
How to Tell Whether Tech Acquisitions Are Creating Value
Separate purchased revenue from core performance, then test acquisition benefits against the full price, integration spending, financing, and ownership issued.
How Do Longer Useful Lives for AI Chips and Servers Affect Earnings and Cash?
Longer depreciation schedules can lift technology-company earnings without reducing equipment payments. Here’s how to separate that accounting benefit from genuinely lower replacement costs.
Is Semiconductor Revenue Growth Being Pulled Forward by Channel Inventory?
Strong chip shipments aren’t necessarily strong consumption. Here’s how to separate downstream inventory builds from durable demand, and what that means for revenue, margins, and valuation.
How Should Investors Account for Stock-Based Compensation?
Stock-based compensation reduces reported earnings, gets added back in operating cash flow, and can dilute ownership. Those measures answer different questions. Here’s how to combine them without ignoring compensation or
What Does a Technology Company’s Customer Concentration Mean for Its Growth Forecast?
Customer concentration makes growth sensitive to a few purchasing decisions. What matters is how changes in those purchases affect revenue, costs, and bargaining power, not whether a percentage crosses a magic cutoff.
Will a Data-Center Company’s Contracted Capacity Become Billable Revenue?
Signed megawatts prove customer demand, not delivery. Follow the power, commissioning, contract, and payment conditions that separate a capacity announcement from recurring revenue.
10 Common Mistakes Investors Make When Buying Technology Stocks
Technology stocks can reward patience and punish loose thinking. These 10 mistakes show where investors often go wrong and how to build a better buying process before buying.
Digital Infrastructure Investing: Data Centers, Networks, and Connectivity
Digital infrastructure investing can look like one broad theme, but data centers, towers, fiber, and small cells earn money in very different ways. Here is how to analyze the bottlenecks, contracts, capital requirements, and risks.
How to Spot an Overvalued Technology Stock Before You Buy
A technology stock is not overvalued just because it carries a high multiple. The real warning sign is when the price assumes years of growth, margin expansion, and clean execution that the underlying business may not be