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$ASML · Debater Center, Figma's Not Dead, 67 Year Old Founder, AI Monet Paintings
now playing · $ASML
$ASML···bullish· mediumtyler cosgrove
ASML's 2012 customer co-investment model validated EUV pull-through strategy
ASML's 2012 co-investment program with Intel, TSMC, and Samsung successfully financed EUV lithography development, proving that strategic circular deals where customers fund R&D f…
$TSLA···bullish· hightyler cosgrove
Tesla's FSD lead deemed 10 years ahead as legacy auto fails to clone autonomy stack
Tesla's Full Self-Driving and onboard compute are roughly 10 years ahead of every other automaker; despite LLMs proving data can be scraped at scale, legacy auto hasn't replicated…
$MSFT···bullish· hightyler cosgrove
Ackman builds Microsoft stake citing 365 resilience and unpriced OpenAI optionality
Bill Ackman's Pershing Square initiated a Microsoft position arguing the market underestimates Microsoft 365's embedded enterprise resilience and hasn't fully priced the 27% stake…
$META···bullish· mediumtyler cosgrove
Ben Thompson's perma-bull case: every Meta pixel monetizable, Zuckerberg product-obsessed
Ben Thompson argues Meta's entire family of apps has every pixel monetizable and Zuckerberg's product-first mindset (vs ad-first) creates sustained optionality; the hosts agree th…
$FIG···bullish· mediumtyler cosgrove
Figma accelerates to 46% YoY growth with 139% NDR but multiple compression caps upside
Figma delivered 46% year-over-year revenue growth accelerating for a second quarter with 139% net dollar retention and raised guidance, yet the stock only rose 8% as terminal mult…