INSIGHT PROVIDER
Aaron Gabin

Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research

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United States Information Technology & Communication Services Equity Bottom-Up Thematic (Sector/Industry)
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01 Mar 2023 04:55

Meta Platforms: Even More Bullish

The recently announced Meta Verified could easily generate over $2B in revenues at very high incremental margins, while another 10K headcount cut...

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bearishIntel Corp
27 Feb 2023 02:36

Intel’s Cut Its Dividend, But Should It Cut Its Foundry?

Intel unsuprisingly cut its dividend given the massive PC inventory glut and lack of FCF in 2023 and to keep its foundry plans intact...we question...

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23 Feb 2023 04:33

Palo Alto Networks: Even Better Than Crowdstrike?

PANW delivered a massive margin and FCF beat, and continued acceleration of its SASE business. With S&P inclusion on the horizon and 25x EV/FCF for...

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bearishPinterest
07 Feb 2023 23:59

PINS 4Q22: We Don't Chase Vanity MAUs

Pinterest has become a consensus long on the hopes that its new CEO Bill Ready will pivot the company from a pure advertising model to an ecommerce...

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bullishAmazon.com Inc
04 Feb 2023 06:28

Amazon 4Q22: When Does AWS Trough?

Amazon continues to be a frustrating long...just when retail margins show promise, AWS decelerates and margins drop. We think the latter is...

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