TSMC's AI foundry test: growth, capex, and geopolitical risk
A TSMC five-year double thesis focused on advanced-node foundry leadership, advanced packaging, AI customer demand, capex, margins, and Taiwan risk.
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TSMC: the AI foundry moat with a geopolitical discount
A Coverage Bootstrap TSMC company evaluation covering advanced-node foundry leadership, CoWoS, customers, margins, capex, global fabs, Taiwan risk, and valuation setup.
OpenQ2 Holdings: banking software growth now has to prove margin expansion is durable
Q2 Holdings reported FY2025 revenue of $794.8 million, Q1 2026 revenue of $216.5 million, FY2025 operating cash flow of $201.5 million and Q1 2026 net income of $26.6 million. The thesis depends on banking software demand, subscription durability, margin expan
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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