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Read a sample reportInvestor Report
Advanced Micro Devices Inc.
AMD: datacenter AI scale-up and CPU resurgence
An evidence-based deep dive into AMD's MI300/MI325 ramp, datacenter CPU share gains versus Intel, and the segment-margin path — cited from filings, transcripts, and competitive context.
View report →Micron Technology Inc.
Micron: HBM gatekeeper of AI compute
A best-in-class operator with absolute revenue visibility. Micron's HBM capacity is sold out through 2026, generating unprecedented pricing power and a structural margin step-up.
View report →NVIDIA Corp.
NVIDIA: AI infrastructure incumbent at the cycle peak
An evidence-based read on NVIDIA's pricing power, customer concentration, and the durability of datacenter growth as supply unlocks — with citations throughout.
View report →BizLink Holding Inc.
BizLink: the “boring” cable maker wiring the AI data center
A vertically integrated interconnect supplier turning the AI build-out into a new growth leg — high-speed copper cables, busbars and liquid cooling for 250 kW racks. FY25 revenue NT$71.25bn (+31.7%), ~39% three-year EPS CAGR, with copper-vs-optics substitution as the key risk. Evidence-based and cited throughout.
View report →Earnings Call Analysis
Advanced Micro Devices Inc.
AMD earnings: what management said vs. what they delivered
Earnings-call summary tracking guidance trajectory, segment commentary, and analyst Q&A reactions — useful for monitoring the thesis between full reports.
View report →BizLink Holding Inc.
BizLink earnings: is the margin dip really “temporary”?
A Q1 FY26 earnings-call read: management reframes a gross-margin drop to 28.8% as a "product mix transition" and early AI-ramp inefficiency, not a demand problem — the tone, the Q&A tells, and whether next quarter validates the framing. Revenue +29% YoY.
View report →Short Recap
BizLink Holding Inc.
BizLink in 20 seconds: what a “cable” company really sells
The 20-second read: where the money actually comes from for a “cables” company now riding 1.6T networking and liquid cooling for AI racks.
View report →Model Council
BizLink Holding Inc.
BizLink Model Council: where the models disagree
Several independent models analyse BizLink and a coordinator maps consensus and conflict — they agree on the AI moat but split on copper-vs-optics and whether the multiple is justified.
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