silicon valley stories

The market has not been kind to Meta investors in the last 2 weeks. The stock is down ~35% and is trading around $220 at 600B market cap and...

 A lot has been said about Mark Zuckerberg's $10B/year investment in Oculus. Currently there is fear in the market's with $FB stock ...

Numbers Revenue: $75.3B vs $56.8B in Q4, 2020 Operating Income: $21.8B vs 15.6B in Q4, 2020 Net Income - 20.6B vs 15.2B in Q4, 2020 Operatin...

 References Birth of a bubble  by Bireme Capital Anatomy of a bubble  by Bireme Capital Apex of a bubble  by Bireme Capital The great deflat...

  Summary Record Q4 revenue of 124B up 11% 2.1$ earnings per share and 27B $ returned to shareholders Product 105B up (9% YoY) - 1.8B active...

Summary Revenue : 51B up 20% Operating income : 22.2B up 24% Net income : 18.8B up 21% EPS : $2.48 up 22% Microsoft Cloud 21B up 32% Segment...

  Despite its scale, Microsoft is one of the most overlooked companies in tech. It is not a beloved consumer brand like Apple, Facebook, Ama...