Investing Visuals
Creator who visualizes quarterly results (e.g., Shopify Q4), posts EPS/revenue vs estimates and outlook, and shares prior earnings breakdowns (e.g., NET).
Top Companies Across Each Photonics Value Chain Layer
A breakdown of the photonics value chain and best positioned business: Layer 1: Materials & wafers • $GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2: Core photonic devices • $IPGP • $COHR • $LITE • $LASR • $SIVE • Layer 3: Components & modules • $AAOI • $MTSI • $FN • $VIAV • $LPTH Layer 4: Systems & equipment • $ASML • $BESI • $ASM • $LPKF • $MKS Layer 5: Test, metrology & yield • $CAMT • $FORM • $AEHR • $ONTO • $VIAV
Intel's 26-Year Wait Ends with Record High
The great resurrection of Intel. Intel just printed a new all time high. After 26 years. If you bought INTC at the dot com peak in 2000, you sat through two recessions, a smartphone revolution you missed, a foundry meltdown, and a...
AMD Smashes Q1 Estimates, Raises Q2 Outlook
AMD very strong Q1 2026: • Revenue $10.25B vs Est. $9.85B • EPS $1.37 vs. Est. $1.29 • Data Center Revenue $5.8B vs Est. $5.6B • Gross Margin 55% vs. Est. 52% Q2 Guidance • Revenue $11.2B vs Est. $10.5B
Google's Q1 Income Soars, Anthropic Stake Fuels $37.7B Gain
GOOGL net income increased to a staggering $62.6B in Q1 2026. Their Anthropic stake is now worth up to ~$140B and is the primary driver of $37.7B ‘other income’ gain in Q1 2026. GOOGL Q1 2026 visualized:
New Visuals Cover Top Tech Earnings and Industry Deep Dives
Published visuals include: One pagers: • CRDO • AEHR (subs request) • NFLX • ASML • HXSCL (SK Hynix) • TSM Other: • Memory industry deep dive • NOW earnings review There are many more to come, mainly focused on earnings season. MSFT, META, AMZN are next in...
Photonics Stocks Surge Over 1,000% This Year
Photonics stocks are going parabolic: • LITE +1621% • AAOI +1434% • COHR +529% • CRDO +377% • VIAV +353% • FN +281% • MTSI +189% • MRVL +186% • IPGP +136% • POET +127%
AI Data Center Stocks Soar at Key Buildout Points
Stocks at crucial choke points in the AI data center buildout are absolutely flying YTD: Memory • HYNSE +80% • SMSD +70% • MU + 42% Network & optics • AAOI +312% • MRVL +65% • AVGO +15% Power & cooling • VRTV +78% • ETN +25% • SU +16%
FinTech Set to Hit $1.8T by 2034, Top Firms Soaring
The global FinTech industry is projected to reach $1.8 trillion in 2034. Up from $395B today (18% CAGR). Top 10 fastest growing FinTechs: • COIN +22% • RELY +26% • HOOD +27% • AFRM +30% • SOFI +37% • SE +38% • TIGR +42% • NU +45% • MELI +45% •...
SMH ETF Delivers 209% Return Over Five Years
If you want exposure to semis but don’t want to pick individual stocks, SMH is worth a look. It’s one of the best-performing ETFs, up 209% over the past 5 years.
Software Stocks Overpriced; Outliers Reach 48x Valuations
Most expensive software stocks right now: Outliers: • PLTR 48x • NET 26x • CRWD 16x The rest: • SHOP 10x • PANW 10x • DOCN 10x • DDOG 10x • IOT 9x • FROG 9x • SNOW 9x
SaaS Market Loses $2 Trillion, Biggest Ever Drawdown
The SaaSpocalypse continues. Nearly $2 trillion in market value has been erased over the past 12 months. It is the largest drawdown in absolute market capitalization ever.
Microsoft’s $1.25T Loss Matches Tesla’s Entire Market Cap
This is pretty crazy: MSFT is having its 3rd-largest drawdown in 20 years, wiping out $1.25 trillion in 6 months. That's the entire market cap of TSLA.
Amazon's $8B Bet Yields 7x Return in Two Years
AMZN invested $8 billion in Anthropic late 2023. That stake is now valued at $60.6 billion, roughly 3x their quarterly net income and a 7x return in just two years.
Google's SpaceX Stake Dwarfs Its Quarterly Revenue
GOOGL stake in SpaceX could be worth up to $120B. That’s more than their entire quarterly revenue… and about 4x GOOGLs net income🤯
MAG7 PEG Split: Nvidia, Avago, Meta Undervalued; Apple Overpriced
The MAG7 valuation breadown: PEG 2 is when things are getting expensive Attractive: • NVDA • AVGO • META Reasonable • AMZN • MSFT • GOOGL Expensive • AAPL