https://blog.ssd-ai.com/en/reports/Recent content in Research 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’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’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’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’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.