Nebius Q4: Building an AI Empire (At a Massive Cost and Risk of Potential Dilution)
Explore Nebius's massive Q4 growth, the $20 billion capex plan, and why AI infrastructure scale outweighs potential shareholder dilution
Reddit’s Breakout Year: Turning Your Authenticity into Money
Analyzing Reddit's Q4 2025 earnings and $1B buyback. Exploring big revenue growth, AI search pivots, and full-year financial results.
Alphabet’s $400 Billion Milestone: AI Transformation and the Massive 2026 Capex Bet
Alphabet hits a $400 billion revenue milestone in 2025, driven by Google Cloud acceleration and strategic AI infrastructure investments.


