Watch the Video I pointed out that OpenAI is still the market leader in AI chatbots, but leadership alone is no longer the ...

Assessing TAMs, market share, margins and multiples can help investors maintain a "big picture" view of Amazon's prospects. I do so across three of Amazon's main business lines, via a bear and bull ...

Stock Market Crash: India's stock market has been witnessing bloodbath over the past few trading sessions. The major reasons behind the severe downturn in the D-street are likely the rise in the US ...

Nvidia's TAM is projected at $2 trillion, with a conservative market cap estimate of $8T in 10 years, presenting limited downside risk for long-term shareholders. A bear case assumes 50% market share ...