Deep Dive

Eggs Are Cheap Again

5x earnings, a 14.6% distribution yield, and net cash worth a third of the market cap. But each one leans on a bird-flu spike that's reversing

by Fajasy
Jun 10, 2026
Deep Dive

Toast on Sale?

The restaurant operating system is more profitable than ever and pushing into enterprise, retail, and AI agents, but a consumer pullback, rising memory-chip costs, and tougher competition have halved its multiple

by Fajasy
Jun 2, 2026
Deep Dive

Pure-Play Below NVIDIA

Ambarella owns the edge AI layer NVIDIA doesn't touch and just turned profitable. The new $800M Hanwha LTA and 15+ robotics design wins (including humanoids) are still ahead

by Fajasy
May 29, 2026
Deep Dive

Doximity's Growth Reset

Record FY26 revenue, free cash flow, and engagement, but a FY27 guide that cut growth from 13% to 4% and a ~64% stock drop. AI Search monetization is management's answer

by Fajasy
May 20, 2026
Deep Dive

Root's Turnaround Story

Record $36M net income and 47% ROE drive a first-ever buyback, but underlying combined ratios lag peers as premium book growth slowed to 2% y/y from 23%

by Fajasy
May 14, 2026
Deep Dive

Tape Stocks' AI Upside

Two pure-play tape stocks just caught the AI tailwind. Tape sales doubled q/q at one. The dilution math is the catch.

by Fajasy
May 6, 2026
Deep Dive

$93M Cash, No Debt, & 400MW of Power

First AI customer signed April 20. Cash backs the downside. 99% of the 400MW capacity is still uncontracted. Base case puts per-share at +346% by FY 2027.

by Fajasy
Apr 29, 2026
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