Amit Levi
Co-Founder & Contributor
Co-founder of Be The Investor and contributor to BTI investment research, markets and platform strategy.
Latest articles by Amit Levi
Neocloud Stocks in 2026: 10 AI Infrastructure Companies Compared Across GPUs, Power, Revenue, Contracts and Cash Flow
Compare CRWV, NBIS, IREN, GLXY and six more AI cloud and infrastructure companies using revenue, power capacity, contracts, financing and shareholder cash-flow risk.
Could Credo Technology Group (NASDAQ: CRDO) reach $500 per share by 2030?
Can Credo (CRDO) reach $500 by 2030? Explore reported FY2026 growth, AI connectivity, EPS hurdles, dilution and transparent bear/base/bull valuation scenarios.
MSFT Stock Forecast 2026: Is Microsoft Overvalued? AI Growth, Valuation and FCF Risk
Microsoft stock research dated October 9, 2026: verified FY2026 fundamentals, Azure expansion, AI infrastructure spending, cash-flow conversion, BTI valuation model assumptions, analyst disagreement and investor scenarios.
Stock Valuation Guide: DCF, P/E, Free Cash Flow and Fair Value
A practical stock valuation guide using Micron as a real case study, covering DCF, P/E, free cash flow, fair value, scenarios, reverse valuation, sensitivity analysis and margin of safety.
How to Read Financial Statements for Investing: Income Statement, Balance Sheet and Cash Flow
A practical financial-statement guide using NVIDIA as a real-world case study, covering the income statement, balance sheet, cash flow, working capital, earnings quality, red flags and a full investment case study.
Neocloud Stocks: 10 Public Companies and the AI Power Race
Compare nine listed companies across AI cloud and data-center infrastructure. Separate cloud services from leasing, and contracted power from delivered capacity.