ARGUSX / DEEP DIVES
Connect funding, cash returns and the assumptions behind each judgment. Each study is a research record to revisit, verify and update.
Examine the mismatch between financing duration and customer contracts through debt structure, cash coverage and institutional put disclosures.
Research updated
Financial snapshot: 2026-06-30; other evidence is dated in the article.
Read debt, leases and cash after CapEx across Microsoft, Amazon, Alphabet and Meta to examine funding dependence and repayment pressure.
Research updated
Observation dates vary by company and metric; see each chart.
New studies and substantive updates appear in the matching weekly digest, at most once per reader per week. Select AI infrastructure or all themes below. Routine chart refreshes do not trigger another email; research dates are separate from observation dates.
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