AI Deep Research
GOOGL
The search giant's AI transformation gamble — $175B CapEx surge, Gemini ecosystem, antitrust battles. What is priced in at $311?
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Tesla
Far more than a car company — spanning EVs, autonomy, energy storage & robotics across four trillion-dollar markets, the most debated and imaginative tech giant.
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TSMC
The irreplaceable "picks & shovels" play of the AI era — 71% global foundry share, from iPhones to H100s, the world's most advanced chips all come from one company.
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