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Adobe Inc. (Nasdaq: ADBE): A Great Business the Market Has Doubted Now Below Fair Value
A comprehensive look at Adobe’s fundamentals, cash flow, and what the market may be neglecting
Apr 20
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AT Investment Research
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The Profitability Paradox: Can Circle Scale Beyond the Fed?
Revenue is soaring, but margins are tightening. Explore how a $67B BlackRock-backed reserve is pivoting Circle from a crypto startup into a systemically…
Apr 11
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AT Investment Research
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Duolingo Inc (DUOL): The Misunderstood and Undervalued Consumer Software Applicational Stock in the U.S. Market
A deep dive into why the market still misprices Duolingo as “EdTech”, while its fundamentals, cash generation, and behavioral moat increasingly resemble…
Feb 23
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AT Investment Research
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Uber Technologies (NYSE: UBER): From Disruption to Discipline
A global mobility and local-commerce platform entering a cash-flow-compounding phase, with autonomy as asymmetric optionality and capital allocation as…
Jan 16
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AT Investment Research
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Deepexi Technology Co., Ltd. (HKEX: 1384): An Enterprise AI Platform High Optionality, High Fragility Bet
This is not a valuation-floor stock. It is an execution bet on whether China produces a scalable, enterprise-grade AI infrastructure platform outside of…
Dec 16, 2025
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AT Investment Research
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Meta Platforms (NASDAQ: META): The World’s Largest Behavior Commercialized Engine
Too large to be just social media, too integrated to be just AI. A valuation-sensitive execution story powered by data, compute, and behavior.
Dec 9, 2025
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AT Investment Research
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The Quantum Hangover: Shorting a Bubble That Was Never a Market
What’s Left After Hype, After the Crash, After the Fantasy?
Nov 24, 2025
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AT Investment Research
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U.S. Quantum Initiative (QBI): Who Actually Made the Cut?
IonQ’s in, Rigetti’s out, and the rest are chasing contracts around the edges.
Nov 11, 2025
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AT Investment Research
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My Thoughts on Autonomous Driving: the Only AI Theme That Will Print Cash in the Near Future
Why I will start betting on the real, industrial frontier of AI — and why I’d rather own the components & research shops than the cult stocks.
Oct 27, 2025
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AT Investment Research
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The Quantum Bubble: Insider Selling Storm at IonQ and Rigetti
The quantum hype train is slowing down — and insiders are quietly getting off.
Oct 18, 2025
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AT Investment Research
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Quantum Dreams vs. Commercial Reality: My Reflection and Thoughts on Public Quantum Computing Firms
Why Market Euphoria Can Drive Current Public QC Companies Higher—Even When True Progress and Commercialization Remains Forever Out of Reach
Oct 15, 2025
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AT Investment Research
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Anatomy of a Quantum SPAC: CCCX & Infleqtion - Part 2
Infleqtion Unpacked – A Forensic Look at Infleqtion, The Private Quantum Company That is About to be SPAC IPOed
Oct 12, 2025
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AT Investment Research
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