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Independent research

Latest Research

Latest · 2026-08-08

Independent Researchcross-asset Tech Earnings Cloud Growth2026-08-08

Big tech earnings expansion protects valuations against elevated treasury yields

Triple digit net income expansion across cloud giants offsets valuation compression from benchmark yields.

$MSFT $GOOGL $AMZN $META Octans Research

Independent Researchcross-asset AI Capex Semiconductors2026-07-13

Hyperscaler Capital Commitments Are Structurally Locked and Irreversible

Record infrastructure spending consumes the vast majority of operating cash flows, leaving platforms exposed to a prolonged monetization lag.

$MSFT $GOOGL $AMZN $META $NVDA $AMD $AVGO Octans Research

Coverage Timeline

2026-07-13 – 2026-08-08