Explore Oracle (ORCL)'s multicloud strategy, focusing on technical benefits for AWS users. Understand its business, moat, and how to value the stock using Screenwich.
Understand ARM Holdings' powerful arm (arm) licensing vs royalties business model deep dive. This analysis covers its moat, growth drivers, risks, and how to value ARM using Screenwich's tools.
Deep dive into Oracle (ORCL), focusing on its cloud strategy, OCI performance benchmarks for enterprise database workloads, business model, moat, drivers, risks, and valuation methods like DCF and Monte Carlo simulation.
Explore Broadcom (AVGO) and its broadcom custom asic role in Google TPU and AWS Trainium. Understand its business, moat, and how to value it using Screenwich.
Understand calculating Apple customer lifetime value hardware vs services revenue for AAPL. This deep dive covers business model, moat, risks, and valuation methods.
