SpaceX (SPCX): Investment Report
SpaceX combines Starlink, Falcon, Starship and AI under one roof. This report assesses growth, cash flow, valuation, technical conditions, and the key opportunities and risks using
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Volkswagen: China Crisis, Deep Valuation – and a Turnaround with an Uncertain Outcome
Fundamental equity report on Volkswagen’s China crisis, margins, cash flow, balance sheet, dividend, valuation and three FCFE scenarios for the preference shares.
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Microsoft Stock Analysis: an AI machine with valuation discipline?
Deep SmartDeer analysis of Microsoft covering Azure, Copilot, AI CapEx, valuation, balance sheet, cash flow, technical timing and investor watchpoints.
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Cloud giants in the AI era
Stock report on Alphabet, Microsoft and Amazon as the infrastructure layer of the AI economy: cloud growth, CapEx, margins, valuation and AI monetization.
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Who does the computing when AI is actually used?
SmartDeer report on AI inference: NVIDIA, AMD, Qualcomm and Cerebras compared across GPU ecosystems, open challengers, edge efficiency, wafer-scale architecture and valuation.
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RAM, HBM and the stocks behind AI’s memory hunger
Investment report on RAM, DRAM and High-Bandwidth Memory: market structure, manufacturer stocks, valuation, balance-sheet quality, current news and entry-level assessment.
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