Broadcom Inc. (AVGO)
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SOFI's stablecoin launch is real. The next filing has to prove usage.
SoFiUSD is the first U.S. national-bank issued stablecoin available inside a banking app. The bull case is distribution plus settlement; the proof gate is usage, enterprise adoption, and financial contribution.
OpenMicrosoft's AI return test: Azure, Copilot, and capex discipline
A Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
OpenMicrosoft: AI distribution power, capex payback test
A Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
OpenEBAY: eBay needs focused marketplace proof, not nostalgia
eBay reported FY2025 revenue of $11.1 billion and Q1 2026 revenue of $3.1 billion. The thesis depends on focused category execution, take-rate quality, advertising, buyer trust, payments and disciplined capital allocation.
OpenBroadcom's AI cash-flow test: custom chips, Ethernet, and VMware
A Broadcom five-year double thesis focused on custom AI silicon, Ethernet networking, VMware free cash flow, customer concentration, and integration risk.
OpenBroadcom: custom AI silicon plus VMware cash flow
A Coverage Bootstrap Broadcom company evaluation covering custom AI silicon, Ethernet networking, VMware, free cash flow, customer concentration, integration risk, and valuation discipline.
OpenAGYS: 16 record revenue quarters, one PMS rollout still outside the guide
Agilysys is posting record hospitality-software revenue while subscription revenue keeps outgrowing the total company. The decision point is whether a services-heavy implementation engine, Book4Time and a major PMS rollout can turn demand into durable recurrin
OpenACI Worldwide: the payments plumbing cash machine that has to outrun legacy gravity
ACI Worldwide has raised 2026 guidance, $1.21 billion of FY2025 recurring revenue, strong Payment Software and Biller economics, and an aggressive buyback posture. The harder question is whether Connetic, real-time payments, and Speedpay One can keep a 50-year
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