Investing
5 articlesAll articles tagged "Investing"
Palo Alto Networks (PANW): Cybersecurity Platform Consolidation Play
A financial and strategic deep-dive into Palo Alto Networks, the firewall pioneer trying to turn fragmented security budgets into one consolidated cloud-delivered platform.
May 18, 2026
Intuitive Surgical (ISRG): The Robot Surgeon Monopoly
A financial and strategic deep-dive into Intuitive Surgical, the company behind da Vinci robotic surgery and one of healthcare's rare hardware-software-procedure ecosystems.
May 18, 2026
NVIDIA: From Gaming Chip to AI Backbone — The Fastest Value Creation in History
How a graphics chip company founded in a Denny's became the most important semiconductor company on Earth. From $27B in revenue in FY2023 to $130B in FY2025, 75% gross margins, and a CUDA software moat built over 15 years — NVIDIA's AI supercycle is the fastest value creation in the history of public markets.
May 18, 2026
Microsoft: The Quiet Compounder That Ate Enterprise — How Azure Turned a Legacy Giant into a $3 Trillion Platform
From a company being written off in 2013 to a $3 trillion platform — how Satya Nadella turned Microsoft's enterprise distribution moat into the most durable compounding machine in technology. Revenue tripled. Net income quadrupled. Azure, Microsoft 365, LinkedIn, and OpenAI form a moat nobody can replicate.
May 18, 2026
Apple: The Hardware Moat Nobody Can Replicate — How a Phone Became a $3 Trillion Ecosystem
From iPhone to Apple Silicon to $96B in Services — how Apple built the most profitable hardware ecosystem in history and why its $700B buyback machine keeps compounding shareholder value.
May 17, 2026