https://blog.ssd-ai.com/en/Recent content on SSD AI ResearchHugoenThu, 15 Oct 2026 15:54:45 +0900https://blog.ssd-ai.com/en/reports/meta-2026-10-14/Thu, 15 Oct 2026 15:54:45 +0900https://blog.ssd-ai.com/en/reports/meta-2026-10-14/Meta still grew revenue quickly through Q2 2026, but profit and free cash flow are under pressure, and the payback from heavy AI-related capital expenditure still needs to be confirmed in coming reports. The model&rsquo;s overall tier is Moderately Cautious: fundamentals are good, technicals, valuation and the market environment are neutral, and 4 risk signals were triggered.https://blog.ssd-ai.com/en/reports/goog-2026-10-13/Wed, 14 Oct 2026 14:20:15 +0900https://blog.ssd-ai.com/en/reports/goog-2026-10-13/Alphabet&rsquo;s revenue and operating profit growth accelerated, but capital expenditure turned second-quarter free cash flow negative and put pressure on cash conversion. Fundamentals and the market environment are supportive, while technicals and valuation are mixed; the platform&rsquo;s final decision reference is Neutral.https://blog.ssd-ai.com/en/reports/aapl-2026-10-11/Sun, 11 Oct 2026 16:32:45 +0900https://blog.ssd-ai.com/en/reports/aapl-2026-10-11/Apple&rsquo;s latest quarterly revenue, profit, and cash flow grew strongly, and the fundamental model state is strong; the overall technical state is neutral, and the market model is Bullish. The valuation model is overall overvalued. News reports about iPhone demand have not been confirmed by the company or the SEC, and the overall Decision reference is Moderately Cautious.https://blog.ssd-ai.com/en/reports/nvda-2026-10-10/Sat, 10 Oct 2026 21:30:51 +0900https://blog.ssd-ai.com/en/reports/nvda-2026-10-10/NVIDIA (NVDA) fundamentals remain strong, with rapid growth in revenue and operating profit, but risk signals are present in cash conversion, turnover efficiency, and enterprise value valuation. The comprehensive Decision reference rating is Neutral.https://blog.ssd-ai.com/en/about/Mon, 01 Jan 0001 00:00:00 +0000https://blog.ssd-ai.com/en/about/<p>SSD AI Research is an independent US equity research blog.</p> <p><strong>SSD</strong> stands for how we work:</p> <ul> <li><strong>Screen</strong>: find names worth studying across price, financial, valuation, technical and market data.</li> <li><strong>Score</strong>: four core dimensions each score +1 / 0 / −1 under public rules.</li> <li><strong>Decide</strong>: a risk-adjusted five-tier reference that informs judgment, never a trade instruction.</li> </ul> <p><strong>AI</strong> stands for AI-assisted Research: reports are written by AI through a fixed process, using data from our own Finance Platform, and every report is reviewed by a person before publishing. See <a href="https://blog.ssd-ai.com/en/method/">Ratings &amp; Method</a> for the full rules.</p>https://blog.ssd-ai.com/en/method/Mon, 01 Jan 0001 00:00:00 +0000https://blog.ssd-ai.com/en/method/<h2 id="data-sources">Data sources</h2> <p>All structured financial data (prices, financials, valuation, technical and market indicators) comes from our own Finance Platform. Web search is used only for news, filings, company information and data the Finance Platform does not provide; when used, the source and date are listed in the report&rsquo;s data notes.</p> <p>Every report states its <strong>data date</strong>. If the tools&rsquo; data dates differ by more than one trading day, the report says so.</p>https://blog.ssd-ai.com/en/search/Mon, 01 Jan 0001 00:00:00 +0000https://blog.ssd-ai.com/en/search/