TheDeepDiveResearch
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This is an automated Substack Account of https://thedeepdiveresearch.substack.com
Discover more/Create at: @skystack.xyz
Alphabet’s $4 Trillion Ascent • Why the AI Giant is Still Misunderstood
Alphabet’s $4 Trillion Ascent
Why the AI Giant is Still Misunderstood
thedeepdiveresearch.substack.com
January 10, 2026 at 3:04 PM
Alphabet’s $4 Trillion Ascent • Why the AI Giant is Still Misunderstood
JPM: The Trillion-Dollar Fortress Knocking at the Gate • The Setup: How to Trade It
JPM: The Trillion-Dollar Fortress Knocking at the Gate
The Setup: How to Trade It
thedeepdiveresearch.substack.com
January 8, 2026 at 3:03 PM
JPM: The Trillion-Dollar Fortress Knocking at the Gate • The Setup: How to Trade It
The American Phoenix: Why Intel’s 18A Breakout Changes Everything • The Setup: Technicals & Tactics
The American Phoenix: Why Intel’s 18A Breakout Changes Everything
The Setup: Technicals & Tactics
thedeepdiveresearch.substack.com
January 6, 2026 at 3:03 PM
The American Phoenix: Why Intel’s 18A Breakout Changes Everything • The Setup: Technicals & Tactics
TSM: The Most Important Company in the World Just Broke Out • Valuation & Market Position
TSM: The Most Important Company in the World Just Broke Out
Valuation & Market Position
thedeepdiveresearch.substack.com
January 5, 2026 at 3:05 PM
TSM: The Most Important Company in the World Just Broke Out • Valuation & Market Position
Why Microsoft Could Be the “Quiet Giant” of 2026 • Is the market sleeping on the most durable compounder in tech? Here’s why the current pause in MSFT is your signal.
Why Microsoft Could Be the “Quiet Giant” of 2026
Is the market sleeping on the most durable compounder in tech? Here’s why the current pause in MSFT is your signal.
thedeepdiveresearch.substack.com
January 3, 2026 at 3:04 PM
Why Microsoft Could Be the “Quiet Giant” of 2026 • Is the market sleeping on the most durable compounder in tech? Here’s why the current pause in MSFT is your signal.
Why you might be losing money (and how to stop) • You don’t have to “commit” today.
Why you might be losing money (and how to stop)
You don’t have to “commit” today.
thedeepdiveresearch.substack.com
January 2, 2026 at 3:03 PM
Why you might be losing money (and how to stop) • You don’t have to “commit” today.
ASML: The Monopoly That Just Woke Up • The Setup: Technicals & Tactics
ASML: The Monopoly That Just Woke Up
The Setup: Technicals & Tactics
thedeepdiveresearch.substack.com
January 1, 2026 at 3:04 PM
ASML: The Monopoly That Just Woke Up • The Setup: Technicals & Tactics
Meta at the Crossroads: Why the Post-November Dip is an Institutional Gift • Technicals and Tactics
Meta at the Crossroads: Why the Post-November Dip is an Institutional Gift
Technicals and Tactics
thedeepdiveresearch.substack.com
December 30, 2025 at 2:55 PM
Meta at the Crossroads: Why the Post-November Dip is an Institutional Gift • Technicals and Tactics
The Divergence: Why Chevron Wins When Oil Stalls • The Setup: Technical Levels & Tactics
The Divergence: Why Chevron Wins When Oil Stalls
The Setup: Technical Levels & Tactics
thedeepdiveresearch.substack.com
December 27, 2025 at 3:04 PM
The Divergence: Why Chevron Wins When Oil Stalls • The Setup: Technical Levels & Tactics
The Salesforce Paradox: Why CRM’s Slump Masks a Data-Driven Renaissance • Valuation & Market Position: A Rare Discount in Software
The Salesforce Paradox: Why CRM’s Slump Masks a Data-Driven Renaissance
Valuation & Market Position: A Rare Discount in Software
thedeepdiveresearch.substack.com
December 24, 2025 at 5:57 PM
The Salesforce Paradox: Why CRM’s Slump Masks a Data-Driven Renaissance • Valuation & Market Position: A Rare Discount in Software
The Unloved Cash Cow: Why PayPal at $60 Is the Asymmetric Trade of 2026 • The Pivot to “Profitable Growth”
The Unloved Cash Cow: Why PayPal at $60 Is the Asymmetric Trade of 2026
The Pivot to “Profitable Growth”
thedeepdiveresearch.substack.com
December 23, 2025 at 3:03 PM
The Unloved Cash Cow: Why PayPal at $60 Is the Asymmetric Trade of 2026 • The Pivot to “Profitable Growth”
The Contrarian: Why Adobe’s “Death by AI” is the Market’s Greatest Miscalculation • The Setup: Blood in the Streets
The Contrarian: Why Adobe’s “Death by AI” is the Market’s Greatest Miscalculation
The Setup: Blood in the Streets
thedeepdiveresearch.substack.com
December 21, 2025 at 6:01 PM
The Contrarian: Why Adobe’s “Death by AI” is the Market’s Greatest Miscalculation • The Setup: Blood in the Streets
Morgan Stanley: The $275B Wealth Juggernaut Is Just Getting Started • Why The Street Is Finally Buying The Wealth Story
Morgan Stanley: The $275B Wealth Juggernaut Is Just Getting Started
Why The Street Is Finally Buying The Wealth Story
thedeepdiveresearch.substack.com
December 19, 2025 at 3:00 PM
Morgan Stanley: The $275B Wealth Juggernaut Is Just Getting Started • Why The Street Is Finally Buying The Wealth Story
The $4 Trillion Fortress: Why Apple’s “Quiet” Breakout Is Just Getting Started • The Setup: Tactical Levels
The $4 Trillion Fortress: Why Apple’s “Quiet” Breakout Is Just Getting Started
The Setup: Tactical Levels
thedeepdiveresearch.substack.com
December 18, 2025 at 2:59 PM
The $4 Trillion Fortress: Why Apple’s “Quiet” Breakout Is Just Getting Started • The Setup: Tactical Levels
Is Walmart the Most Misunderstood Tech Stock of 2025? • Valuation & Market Position
Is Walmart the Most Misunderstood Tech Stock of 2025?
Valuation & Market Position
thedeepdiveresearch.substack.com
December 17, 2025 at 2:59 PM
Is Walmart the Most Misunderstood Tech Stock of 2025? • Valuation & Market Position
The “Holy Grail” of Fat Loss: Why Wave Life Sciences (WVE) Is the Most Important Biotech Chart of 2025 • Why Wave Life Sciences’ data may redefine obesity drugs, RNA medicine, and biotech valuations in one move
The “Holy Grail” of Fat Loss: Why Wave Life Sciences (WVE) Is the Most Important Biotech Chart of 2025
Why Wave Life Sciences’ data may redefine obesity drugs, RNA medicine, and biotech valuations in one move
thedeepdiveresearch.substack.com
December 15, 2025 at 5:59 PM
The “Holy Grail” of Fat Loss: Why Wave Life Sciences (WVE) Is the Most Important Biotech Chart of 2025 • Why Wave Life Sciences’ data may redefine obesity drugs, RNA medicine, and biotech valuations in one move
Visa’s “Boring” Dominance: Why the Payment King is the Ultimate Hedge for 2026 • The Quiet Compounder Hiding in Plain Sight
Visa’s “Boring” Dominance: Why the Payment King is the Ultimate Hedge for 2026
The Quiet Compounder Hiding in Plain Sight
thedeepdiveresearch.substack.com
December 12, 2025 at 3:02 PM
Visa’s “Boring” Dominance: Why the Payment King is the Ultimate Hedge for 2026 • The Quiet Compounder Hiding in Plain Sight
Microsoft: Why the “AI Infrastructure” Phase is Over (And What Comes Next) • The “CapEx Cliff” Narrative is Wrong—Here is the Real Story
Microsoft: Why the “AI Infrastructure” Phase is Over (And What Comes Next)
The “CapEx Cliff” Narrative is Wrong—Here is the Real Story
thedeepdiveresearch.substack.com
December 10, 2025 at 3:02 PM
Microsoft: Why the “AI Infrastructure” Phase is Over (And What Comes Next) • The “CapEx Cliff” Narrative is Wrong—Here is the Real Story
The Hardware Insider: Is Super Micro Computer the Market’s Most Misunderstood AI Play? • Why the Post-Hype Sell-Off Has Created the Decade’s Best Entry Point
The Hardware Insider: Is Super Micro Computer the Market’s Most Misunderstood AI Play?
Why the Post-Hype Sell-Off Has Created the Decade’s Best Entry Point
thedeepdiveresearch.substack.com
December 8, 2025 at 6:03 PM
The Hardware Insider: Is Super Micro Computer the Market’s Most Misunderstood AI Play? • Why the Post-Hype Sell-Off Has Created the Decade’s Best Entry Point
The $400B Question: Is PLTR the Next Magnificent, or Just Magnificently Expensive?
The $400B Question: Is PLTR the Next Magnificent, or Just Magnificently Expensive?
thedeepdiveresearch.substack.com
December 5, 2025 at 5:59 PM
The $400B Question: Is PLTR the Next Magnificent, or Just Magnificently Expensive?
Turbulence to Tailwind • Why Boeing’s Breakout Signals a Definitive Turnaround for the Aerospace Giant
Turbulence to Tailwind
Why Boeing’s Breakout Signals a Definitive Turnaround for the Aerospace Giant
thedeepdiveresearch.substack.com
December 3, 2025 at 3:03 PM
Turbulence to Tailwind • Why Boeing’s Breakout Signals a Definitive Turnaround for the Aerospace Giant
Shopify’s 137 P/E: The Price of a New E-Commerce Empire? • Beyond the Digital Storefront
Shopify’s 137 P/E: The Price of a New E-Commerce Empire?
Beyond the Digital Storefront
thedeepdiveresearch.substack.com
November 30, 2025 at 6:05 PM
Shopify’s 137 P/E: The Price of a New E-Commerce Empire? • Beyond the Digital Storefront
Netflix’s New Playbook: From Growth Disruptor to Profit Machine • From Growth Disruptor to Profit Machine
Netflix’s New Playbook: From Growth Disruptor to Profit Machine
From Growth Disruptor to Profit Machine
thedeepdiveresearch.substack.com
November 28, 2025 at 6:04 PM
Netflix’s New Playbook: From Growth Disruptor to Profit Machine • From Growth Disruptor to Profit Machine
Why CoreWeave (CRWV) Might Be the Most Mismatched Risk/Reward in AI
Why CoreWeave (CRWV) Might Be the Most Mismatched Risk/Reward in AI
thedeepdiveresearch.substack.com
November 26, 2025 at 3:02 PM
Why CoreWeave (CRWV) Might Be the Most Mismatched Risk/Reward in AI
You Only Get 25% Today — And 30 Days Free to See the Rest • Mon–Wed–Fri Premium Stock Analysis
You Only Get 25% Today — And 30 Days Free to See the Rest
Mon–Wed–Fri Premium Stock Analysis
thedeepdiveresearch.substack.com
November 25, 2025 at 5:59 PM
You Only Get 25% Today — And 30 Days Free to See the Rest • Mon–Wed–Fri Premium Stock Analysis