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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
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Kristal Lens by Kristal.AI
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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
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Kristal Lens by Kristal.AI
4
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Palantir 4Q25 Earnings: The Coordination Premium
The Ontology, and the Most Valuable Real Estate in Software
Feb 3
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Kristal Lens by Kristal.AI
1
What 2026 Is Quietly Changing in Markets
Are you prepared?
Feb 2
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Kristal Lens by Kristal.AI
1
January 2026
Sandisk 2QFY26 Earnings: The Confession
SanDisk's earnings prove what Jensen Huang admitted on stage: the GPU highway needs on-ramps, and there's only one material that can pave them.
Jan 30
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Kristal Lens by Kristal.AI
1
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Lam Research Earnings: The Toll Booth Reprices
Lam Research Earnings: The Toll Booth Reprices
Jan 29
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Kristal Lens by Kristal.AI
1
ServiceNow 4Q25: The Control Plane Shift
ServiceNow’s Quiet Bet to Become the FAA of Enterprise AI
Jan 29
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Kristal Lens by Kristal.AI
1
Microsoft 2QFY26 Earnings: The Portable Perimeter
Microsoft's bet that governance matters more than where AI runs
Jan 29
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Kristal Lens by Kristal.AI
1
1
ASML 4Q25 Earnings: The Quarter That Ended The Demand Debate
Record bookings didn’t just beat estimates, they collapsed the AI demand debate and reshaped ASML’s cycle
Jan 29
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Kristal Lens by Kristal.AI
United Health 4Q25 Earnings: The Mean That Moved
Coding arbitrage is over, Optum Health has collapsed, and three decades of growth just ended
Jan 28
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Kristal Lens by Kristal.AI
1
[⚠️ Webinar Alert!] Join LIVE discussion: Investment Outlook 2026
A closer look at how investors are thinking about growth, volatility, and portfolio structure. 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗡𝗼𝘄!
Jan 28
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Kristal Lens by Kristal.AI
1
Lam Research: The Atomic Toll Booth
Why a misunderstood bottleneck makes Lam structurally more valuable than the market believes
Jan 28
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Kristal Lens by Kristal.AI
1
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