Analysis
Is Amazon (AMZN) a Robotics Stock? 1 Million Robots and a Cash Flow Multiple Below Google's
TL;DR Is Amazon a robotics stock? Yes. Amazon is the customer here, not the supplier. Every dollar the robots save stays inside its own margins. * Amazon runs over 1 million robots. They touch roughly 75% of all customer orders. In 2020 the fleet was 200,000. * It owns Zoox (self-driving, $1.2B in 2020). It is testing the Digit humanoid in live warehouses. In March 2026 it acquired Fauna Robotics, a home-humanoid startup. * Vulcan is its first robot with a sense of touch. It already picks a
Hyperscaler CapEx Is the Only Metric That Matters Right Now
TL;DR: * The four largest hyperscalers are set to spend roughly $725 billion on capex in 2026: Amazon $200B, Microsoft $190B, Alphabet $180-190B, and Meta $125-145B. * This spending is holding up a K-shaped market. AI infrastructure stocks are surging while other industries, like software and financials, have dropped YTD. * Operating cash flow is not keeping pace. Alphabet raised $80 billion in equity for the first time since its IPO, and Amazon is taking on more debt to fund the gap. * Muc
AST SpaceMobile (ASTS) Burned $500 Million Last Year to Connect 3 Billion Phones from Space
The moment you step outside a major city, you are effectively offline. Cell towers cover only about 10% of the Earth's surface, and AST SpaceMobile built a solution to fix that. ASTS is a space telecom company that sends data at speeds of 100 megabits per second straight from space. Next time you are hiking, you can video call your family from the summit without extra hardware. It works with the phone you already have. * Core Product: Satellite broadband that connects to any existing smartpho
CRDO Stock: Will the 1.6T Optical Transition Destroy Credo's AEC Moat?
A one-millisecond connection glitch inside an AI data center can instantly cost millions of dollars. Credo Technology built the solution to that problem — and the market noticed. The stock is up 300% in two months and today it finally surpassed $300 per share. Here is whether the fundamentals justify it. CRDO Fundamental Analysis Fast Facts: * Core Product: Active Electrical Cables (AEC) with 50% lower energy use than optical alternatives. * Growth Metrics: +157% YoY revenue growth ($437M l
SpaceX Forgot About Space: The Valuation Behind the SPCX Stock
We Are All About to Become Bagholders in the SpaceX IPO And that is without buying a single share. This looks like the largest transfer of wealth from ordinary people to institutions in recent memory. Here is how it works. Nasdaq Changed the Rules for SpaceX Nasdaq quietly changed its index inclusion rules ahead of the SpaceX IPO. Companies can now be included in the Nasdaq 100 just 15 days after their IPO. The historic seasoning period was three to twelve months. They also removed the 10%
Trading the Narrative: A Fundamental Look at Oklo, Vistra, Rigetti, and Rocket Lab
Every few years, a new investing narrative takes over the market. Ten years ago it was cannabis stocks, then green energy, then electric vehicles. The same hype cycle every time — investors poured money into unprofitable companies with projected total addressable markets of hundreds of billions. The results were always the same: the stock price skyrocketed, the fundamental metrics failed to grow, the bubble burst, and investors lost money. Here are three narratives driving markets right now.
5 best stock research websites in 2026
It is 2026 and the stock market landscape is evolving fast. I've been monitoring Reddit forums and X from the perspective of a retail investors and I can say that today there are too many recommendations coming from social media. Companies like OKLO, RKLB and ASTS are recommended everywhere and they are moving based on stories. Only stories. Their fundamentals are disastrous and they are losing investors' money but the regular guy in r/wallstreetbets doesn't care about boring things like revenue