Kristal Lens by Kristal.AI | Substack

GE Vernova 4Q25 Earnings: The AI Boom Runs on Turbines

GE Vernova was the unwanted remainder of a 130-year-old breakup. Two years later, it's the most important company in the AI supply chain.

10 hrs ago • Kristal Lens by Kristal.AI

Amazon Q4 2025: Record execution, meets a $200B capital commitment

Q4 execution was flawless, the stock fell because the company just rewrote its own capital playbook.

14 hrs ago • Kristal Lens by Kristal.AI

Uber 4Q25: Great Numbers, Mispriced Narrative

The selloff wasn’t about guidance, it was about robotaxis. And Uber’s own data just weakened the bear case.

Feb 6 • Kristal Lens by Kristal.AI

Alphabet 4Q25: The Grid Builder's Advantage

Why Alphabet isn’t winning AI by building the best chatbot, but by owning the economic grid that delivers intelligence at scale

Feb 5 • Kristal Lens by Kristal.AI

Palantir 4Q25 Earnings: The Coordination Premium

The Ontology, and the Most Valuable Real Estate in Software

Feb 3 • Kristal Lens by Kristal.AI

Kristal Lens by Kristal.AI

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