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Understanding JPMorgan Chase (JPM) as a “financial infrastructure company”: the sources of its strength, the recent slowdown, and less visible vulnerabilities

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This is a comprehensive investment analysis note that assesses JPM’s (JPM) growth potential in light of structural changes in the AI era and clarifies its relative fundamental positioning through comparisons with competitors, the market, and its own historical performance. It systematically organizes, from every angle investors need, why it is likely to grow and what risks it faces.

Reading Eli Lilly (LLY) Through the Lens of “How Medicines Reach Patients”: Explosive Growth in Obesity and Diabetes, and the Next Decade of Competition in Supply, Access, and Formulation

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This is a comprehensive investment analysis note that assesses LLY’s (LLY) growth potential through the lens of structural shifts in the AI era and clarifies its relative fundamental positioning by comparing it with competitors, the market, and its own historical performance. It systematically organizes all perspectives investors need—including why it is likely to grow and what risks it faces.

Can Walmart (WMT) Evolve from “Essential Living Infrastructure” into a “Platform”? Key Discussion Points for Long-Term Investors

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This is a comprehensive investment analysis note that assesses Walmart’s (WMT) growth runway through the lens of structural changes in the AI era and clarifies the company’s relative fundamental positioning by comparing it with competitors, the broader market, and its own historical performance. It systematically organizes, from every angle investors need, why the stock appears poised to grow and what risks exist.

Investor-focused overview on why Tesla (TSLA) should not be viewed as merely an “automaker”: the combined model of EVs × software × energy storage × AI, and its “less visible vulnerabilities”

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This is a comprehensive investment analysis note that assesses TSLA’s (TSLA) growth potential through the lens of structural changes in the AI era and clarifies its relative fundamental positioning by comparing it with competitors, the market, and its own historical performance. It provides a systematic, all-angle整理 for investors, including why it is likely to grow and what risks it faces.

Understanding Meta as a business built on “Advertising × AI × Next-Generation Devices”: its growth model, the current slowdown, its strengths, and less visible vulnerabilities

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This is a comprehensive investment analysis note that assesses META’s (META) growth potential through the lens of structural changes in the AI era and clarifies the relative positioning of its fundamentals by comparing it with competitors, the market, and its own past performance. It systematically organizes, from every angle investors need, why it is likely to grow and what risks it faces.

Broadcom (AVGO) Long-Term Investment View: A Dual-Engine Company That Controls the “Nervous System” of AI Data Centers and the “Foundation” of Enterprise IT

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This is a comprehensive investment analysis note that assesses AVGO’s (AVGO) growth potential through the lens of structural changes in the AI era and clarifies its relative fundamental positioning by comparing it with competitors, the market, and its own historical performance. It systematically organizes all perspectives investors need—including why it is likely to grow and what risks it faces.

Amazon (AMZN): A “Consumer Infrastructure × Enterprise Infrastructure” Hybrid Model from a Long-Term Investment Perspective—Sources of Growth, Near-Term Misalignments, and Key Battlegrounds in the AI Era

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This is a comprehensive investment analysis note that assesses AMZN’s (AMZN) growth potential through the lens of structural changes in the AI era and clarifies its relative fundamental positioning by comparing it with competitors, the broader market, and its own historical performance. It systematically organizes all perspectives investors need—including why it is likely to grow and what risks it faces.

Reading Alphabet (GOOG) the Peter Lynch way: a two-layer model of entry points (Search/YouTube) × advertising, and cloud × AI

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This is a comprehensive investment analysis note that assesses GOOG’s (GOOG) growth potential through the lens of structural changes in the AI era, and clarifies its relative fundamental positioning by comparing it with competitors, the broader market, and its own historical performance. It systematically organizes, from every angle investors need, why it is likely to grow and what risks it faces.

Understanding Apple (AAPL) as an “on-ramp × recurring revenue” business: strengths in the AI era and less visible vulnerabilities

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This is a comprehensive investment analysis note that assesses AAPL’s (AAPL) growth potential through the lens of structural changes in the AI era, and clarifies its relative fundamental positioning by comparing it with competitors, the broader market, and its own history. It systematically organizes, from every angle investors need, why it is likely to grow and what risks it faces.

Understanding Microsoft (MSFT) as the “standard workplace platform for enterprises”: A long-term investment checklist spanning cloud, productivity tools, and AI

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This is a comprehensive investment analysis note that assesses MSFT’s (MSFT) growth potential through the lens of structural changes in the AI era, and clarifies its relative fundamental positioning by comparing it with competitors, the broader market, and its own history. It systematically organizes the full range of perspectives investors need, including why it is likely to grow and what risks it faces.