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Featured post

Microsoft’s Cloud Empire: Why Azure Still Matters for Investors

When I first started paying serious attention to Microsoft as an investment, I still thought of it as the company behind Windows, Word, Excel, and the little Teams notification sound that somehow creates anxiety before I have even read the message. That version of Microsoft still exists, of course. Windows remains deeply embedded in personal and corporate computing. Microsoft 365 remains one of the most powerful collections of productivity software ever assembled. Millions of employees continue to spend their days inside Outlook, Excel, Teams, PowerPoint, and Word, occasionally pretending they did not see the meeting invitation that arrived five minutes before lunch. But when I look at Microsoft as an investor today, I do not begin with Windows. I begin with Azure. Azure is Microsoft’s cloud-computing platform, but that definition does not fully convey what it has become. Calling Azure a cloud platform is a little like calling an airport a collection of runways. Technically correct, bu...
Recent posts

Bull vs. Bear Case: Can Broadcom Keep Outperforming Big Tech?

Broadcom has spent the past few years doing something Wall Street finds irresistible: producing numbers so large that perfectly rational investors begin behaving as though disappointment has been permanently removed from capitalism. Revenue is surging. Artificial intelligence semiconductor sales are accelerating. VMware is producing mountains of recurring software revenue. Free cash flow is pouring in. Management is forecasting growth rates that sound less like mature-company guidance and more like the early stages of discovering electricity. Naturally, the stock market has responded by attaching a heroic valuation to the business and quietly assuming that nothing inconvenient will ever happen again. That leaves me with a deceptively simple question: Can Broadcom continue outperforming the largest technology companies, or have investors already paid for several years of perfection in advance? I can build a powerful argument on either side. The bullish case says Broadcom occupies one of...

Bull vs. Bear Case: Has Arista Networks’ Valuation Run Too Far?

There are expensive stocks, and then there are stocks that make me stare at the valuation and wonder whether investors have begun pricing earnings from a quarter that has not yet been invented. Arista Networks belongs firmly in the second category. I understand why the market loves Arista. This is not some barely profitable technology company sprinkling “AI” across its investor presentation like parmesan cheese. Arista is growing rapidly, producing extraordinary margins, generating substantial cash, and selling critical networking equipment to some of the largest technology companies in the world. It is one of the highest-quality businesses associated with the artificial-intelligence infrastructure boom. The problem is that Wall Street knows this. At a closing price of $198.82 on August 14, 2026, Arista Networks—ticker symbol ANET—had a market capitalization of roughly $254 billion. Its trailing price-to-earnings ratio was approximately 62. That valuation does not merely expect Arista ...

Bull vs. Bear Case: Can TSM Keep Its Foundry Dominance?

Whenever I study Taiwan Semiconductor Manufacturing Company, I feel as though I am examining the industrial equivalent of the person in a group project who quietly completes everyone else’s work while the louder participants argue over the presentation. TSMC does not design the world’s most famous processors. It does not sell smartphones, build artificial-intelligence models, or manufacture graphics cards under its own consumer brand. Instead, it manufactures the advanced chips designed by many of the companies receiving all the attention. Apple dreams up a new processor. Nvidia designs another computational beast capable of making data centers glow like small artificial suns. AMD prepares its next attack on the server market. Qualcomm develops another mobile platform. Broadcom expands its custom silicon business. Then everyone eventually arrives at TSMC’s door carrying blueprints and extremely large purchase orders. That arrangement has made TSMC the dominant pure-play semiconductor f...