Malik Ahmed Khan, CFA

We reiterate our fair value estimate for wide-moat Meta and view the after-market selloff as an overreaction.

We maintain our fair value estimate for wide-moat Alphabet.

Watching Meta Compute, the company’s capex plans and cash flow, plus the core ad business.

From Google Cloud to Gemini user retention, here’s what we expect from Alphabet’s earnings report.

We see the K3-inspired selloff in Alphabet, Amazon, and Microsoft as misplaced.

We maintain our fair value estimate for Alphabet stock.

We raise our fair value estimate for Palo Alto stock.

We view the market’s reaction, sending shares down 4%, as an overreaction.

We believe Meta has all the right ingredients to make the AI return on investment work.

With AI increasing Google Cloud and Gemini API sales, here’s what we think of Alphabet stock.

We think Meta stock is moderately undervalued.

We think Alphabet stock is fairly valued.

From AI integration to capital expenditure increases, here’s what we expect in Alphabet’s earnings report.

With another high-performing quarter expected, here’s what we think of Meta stock.

We think Meta stock is moderately undervalued.

We maintain our fair value estimate for Meta stock.

We think that as 2026 progresses, investors will be able to see clear returns on Meta’s artificial intelligence investments.

Our update on select stocks from the Software - Infrastructure industry.

With strong fourth-quarter earnings and AI integration, here’s what we think of Alphabet stock.

We think Alphabet stock is fairly valued.

We maintain our fair value estimate for Snapchat stock.

With a fourth-quarter sales outperformance and leveraged AI investment, here’s what we think of Meta stock.

We think Meta stock is moderately undervalued.

From cloud computing growth to AI monetization, here’s what we’re looking for in Alphabet’s upcoming earnings report.

Here’s a wide-moat company with strong secular tailwinds in a promising industry—and an attractive stock price, too.