Eric García
@SuEricGP
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FREE Investment Deep Dives. Join for analysis.
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Joined January 2022
Is $ADBE a "value trap" or the ultimate AI sleeper hit? 📉 The consensus says GenAI will kill its moat, but data suggests otherwise. The TAM will double up to $293 billion by 2027 as AI makes tools more accessible. If you missed $GOOG $GOOGL at $160 due to "AI fears," don't
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This is a massive bet on AI infrastructure and grid innovation. Full Article of @ahmfarhath 👇 https://t.co/E0ABkYj3ZK
seekingalpha.com
Alphabet (GOOG) (GOOGL) is buying data center and energy infrastructure solutions company Intersect for $4.75B, the Google parent said Monday.
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By acquiring Intersect for $4.75B, Google isn't just expanding data centers—they are vertically integrating their energy supply. In the AI era, computing power is king, but energy is the bottleneck.
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2026 might be remembered as “the year of AI monetization” 📈 – or the year investors realize who mispriced the AI cycle. 📉
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3/3 Full Deep Dive PDF: moat, outlook, risks, valuation. Free Substack sub. https://t.co/D1V5lat4zh
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2/3 Base: 11-13% revenue CAGR, 25x PE → $510/share (+45%). Bear: defensive floor. Bull: AI leader → 2x.
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1/3 $ADBE: 96% recurring revenue, stable ROIC, top-tier FCF margins, net cash. Market punishes for “AI risk”.
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With $100B in cash and a 32%+ ROIC, spending $4.75B to secure energy infrastructure is a no-brainer. While others worry about CapEx, Google is building a vertical moat—from TPUs to power plants. Long-term compounding at its finest.
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In August 2024, I took a leap into the world of Quality Investing by launching a portfolio with a substantial $120,000 commitment. Here are insights into 5 remarkable companies from my elite portfolio that exemplify the potential for growth and success. 👇
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Drop a comment if you're bullish, bearish, or just confused about semiconductor valuations right now. 🤔💬
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The bull case is compelling, but the risks are real. I walk through both sides + what to watch in Q1 2026. Read here:
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And right now? That indicator is flashing bright green. But here's the nuance: → DUV sales dropped 61% (legacy tech declining) → China going from 36% to 20% of sales (geopolitical risk) → High-NA adoption still early (execution risk)
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ASML is the only company in the world that can make EUV lithography systems, the machines required to produce cutting-edge AI chips. Their order book is essentially a forward-looking indicator of AI chip demand.
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✅ €10.9B free cash flow in Q4—a quarterly record ✅ €12B new buyback program + 17% dividend increase Why this matters:
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Quick highlights: ✅ Record €13.2B bookings in Q4 (€7.4B from EUV alone) ✅ 2026 guidance: €34-39B revenue (up to 19% growth potential)
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$ASML Q4 2025: Why This Earnings Report Matters More Than You Think Just published my deep dive on ASML's latest results. If you're invested in semiconductors or AI infrastructure, this one's worth your time.
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Follow for unbiased earnings breakdowns + next healthcare targets.
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Bull case: AI cuts op costs $1B, value-based care margins →5%+, Optum Rx shines Bear case: Medicare keeps squeezing, Optum Health execution slips
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