MBI Deep Dives

MBI Deep Dives

First Impression of Muse

Meta launched Muse yesterday which is Meta’s attempt to be your personal agent to get things done for you. Meta’s launch blog post as well as its approach to security are both worth reading. In my post, however, I will share my personal experience of using Muse since

Pulte’s Bag of Tricks

While covering FICO’s FY 3Q’26 earnings, I wrote: “…there is no doubt that Pulte’s FHFA is overtly hostile to FICO and perhaps investors are concerned that Pulte may have more tricks in his bag to truly hurt FICO’s compounding machine.” On Thursday evening last week, Pulte

A quick update on Deep Dives

I won’t be publishing anything new today, but I wanted to share a short update on the Deep Dives I’ve been working on. Last month, I started working on Micron to understand the memory complex a bit better. After a couple of weeks, I concluded that not only

What can I learn from my 20-month-old son?

Programming Note: As a reminder, every Sunday, I write pieces that are predominantly based on personal experiences which may or may not be loosely connected with investing. If you are reading MBI Deep Dives everyday, I think it would be rather useful for my readers to understand my personal lens

Bypassing RevenueBench to Buy the Feedback Loop

We have seen an accelerating pace of model release cadence over the last few weeks. Frankly speaking, this may be a new normal for the rest of this year instead of being an anomaly. If you haven’t got there already, my guess is by the end of this year

Spare a Thought for Broadcom Shareholders

After Nvidia’s earnings, I was almost shocked to see how the company’s estimates for next year surpassed far above consensus estimates and yet the stock has barely outperformed the S&P 500 (and actually underperformed both the QQQ and the semiconductor ETF). Well, spare a few thoughts

Notes from a Dasher Shift, and the Drone Delivery Future

Programming Note: I will take a day off tomorrow, and will be back with daily posting schedule on Friday. DoorDash has a program called “WeDash” which requires its employees do delivery shifts every year. While they have no such requirement for shareholders, I decided to sign up as a Dasher

The Bid Shading Threat to Amazon Advertising

Almost six years ago, NYT published a critical piece on Amazon’s business practices with 3P sellers. The reason I still remember that piece after all these years is that the article had an interesting background on how Amazon made its foray into advertising. From the piece: “For years, the

The Left Tail of AI

AI is obviously a transformational technology, and anyone still dismissing it as a 'con' job is, ironically, likely pulling a con themselves. It’s hard not to feel that AI needs a better group of bears if we crave for a more diversity of opinions around AI. Over

An Ode to Ben Thompson

Programming Note: As a reminder, every Sunday, I write pieces that are predominantly based on personal experiences which may or may not be loosely connected with investing. If you are reading MBI Deep Dives everyday, I think it would be rather useful for my readers to understand my personal lens