Blog

Notes on investing, markets, and building an AI analyst.

RSS
LatestInvesting

How much are Microsoft, Alphabet, Amazon and Meta spending on capex?

What the cash flow statements of Microsoft, Alphabet, Amazon and Meta show about capital spending in the twelve months to June 2026, and how to check it yourself.

Oct 24, 2026·8 min read
Investing

How much of Nvidia's revenue comes from hyperscalers?

What Nvidia's 10-Q for the quarter ended July 26, 2026 shows about its data center revenue, the new Hyperscale line, customer concentration, and how to check it.

Oct 24, 2026·7 min read
Product

How the analyst cites a filing

What happens when you check a number in an Investi answer: the passage or table cell in the SEC filing, a value check, and the formula behind any calculation.

Oct 23, 2026·7 min read

All posts