Alphabet Inc.
Pitch Summary: Alphabet Inc. reported strong Q3 2025 earnings, with significant growth in Google Cloud and YouTube, positioning the company for continued success in AI and autonomous vehicles. BSD Analysis: Alphabet’s Q3 2025 results exceeded expectations, driven by a 34% year-over-year increase in Google Cloud revenue and a strong performance from YouTube, which is gaining […]
Alphabet Inc.
Pitch Summary: Alphabet offers the best value among mega-cap technology stocks, driven by its strong businesses in Search, YouTube, and Google Cloud, all benefiting from secular growth trends. The company is effectively defending its search engine moat against AI chatbots and is poised for continued growth in its advertising and cloud segments. BSD Analysis: Alphabet’s […]
Tesla, Inc.
Pitch Summary: The investment thesis remains bearish on Tesla as the company rallies on speculative hopes surrounding its robotaxi business, which has shown limited progress. BSD Analysis: Tesla’s Q3 2025 results were disappointing, with the company producing fewer EVs compared to the previous year and relying on the end of an EV credit to boost […]
Tesla, Inc.
Pitch Summary: Tesla is significantly overvalued at a $1.4 trillion valuation despite recent record vehicle deliveries and storage deployments. The company’s growth is largely attributed to temporary factors such as the expiration of federal EV incentives, and its production has actually decreased year-over-year. Tesla’s financials show a weak free cash flow yield of 0.4%, and […]
