Umair Aslam — Article archive

Compare Microsoft and Amazon stock through cash flow and AI spending. See which company funds its buildout more comfortably and what the figures leave out.

Compare AMD and Broadcom stock using reported cash flow, AI exposure, customer concentration and valuation discipline. See which investment thesis fits.

Coinbase fell 10% and Circle 11.5% after the Senate blocked the CLARITY Act 49-50. Their filings show stablecoin income runs on rates, and the Fed may hike Wednesday.

Anthropic is the customer in RUM Group's $13.7B GPU deal, The Information reports. The deal comes with a penny warrant for 50.8M RUM shares.

Anthropic told investors it expects a second straight quarter of adjusted operating profit, the FT reports. Its 80%+ gross margin excludes training costs.

Data center construction costs about $6M–$13M per MW across the USA, EU, UAE, India and Pakistan, and a 10 MW power bill runs $8.7M–$26.3M a year.

Microsoft revealed Azure's $101.9B revenue for the first time, and retired the segment whose margin fell from 64% to 57%. What Microsoft stock investors lose.

Nvidia now gives some customers up to a year to pay, guarantees $105B of an OpenAI campus's rent and holds $94B of stakes. Why a 106% grower trades at 24x.

SanDisk enters the S&P 100 on Sept. 21. The announcement pop is already gone, and July showed what price-insensitive flows do to a stock down 28% this quarter.

Situational Awareness’s filings show a shift in disclosed holdings and heavy SanDisk–Micron concentration. They do not reveal the fund’s full net exposure.

AMD fell 3.7% and Intel 4% while Nvidia held near flat. The market is separating chipmakers that can pass on rising input costs from those that cannot.

Intel’s select-layer High-NA EUV use on Panther Lake creates a production-learning bridge for AI chips, without proving 18A economics are solved at scale.

Eos Energy expects record Q2 revenue and an $807 million backlog, but its preliminary margin math suggests dollar gross losses may still be widening.

TSMC’s June sales support an ASML demand read-through, but ASML’s H2 delivery bridge, mix and margins still determine the setup.

Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.

Alibaba's best day in 10 months came as four banks cut price targets, an AI-theft complaint hit the Senate and Beijing opened H200 access. What changed.

Apple will spend over $30 billion with Broadcom through 2031 on US-made RF chips — a year after replacing Broadcom's Wi-Fi chip with its own N1. Here's why.

AMD stock dropped 6.9% on July 1, erasing $65 billion, after Meta's cloud plan raised questions about the 6GW MI450 deal that powered AMD's 2026 breakout.