LTP Notes 017: $600B AI Spending Is Coming, NVIDIA Approaches $1B Per Day, Diversification Works Again, and Others
Netflix: From Subscriber Growth to Profit Growth
LTP Notes 016: Raised AI Revenue Outlook, Growing Global Copper Demand, 2026 Growth Outlook, and Others
Toast: Platform Scale, Margin Expansion, and Long-Term Value Creation
LTP Notes 015: ASML's Hidden $6B Recurring Revenue, Renewable Energy to Double by 2050, Ad Market Projection by 2030, TSMC Controls 72% of Chip Manufacturing, and Others
On Holding: High Gross Margin, Geographic Expansion, and Appealing Valuation
LTP Notes 014: 20-Year Valuation Peak, Waymo's Self-Driving Cars Are Safer, TSMC Wins The AI Race No Matter What, Google's 70/20/10 Rule, and Others
