AJ Investment Research

Independent research and analysis of global technology companies, providing investors with deep insights, valuation perspectives, and high-conviction ideas.

Latest

U.S. Tech Coverage Update (May 2, 2026)

U.S. Tech Coverage Update (May 2, 2026)

Amazon Q1 2026 Update

Amazon Q1 2026 Update

Microsoft Corporation (MSFT) | Q1 2026 Earnings Review

Microsoft Corporation (MSFT) | Q1 2026 Earnings Review

Meta Q1 2026 Results Update and Positioning

Meta Q1 2026 Results Update and Positioning

Market Commentary

Market Commentary

Xpeng Positioning at $15.8 and Thesis

Xpeng Positioning at $15.8 and Thesis

Update on Interest Rate Cut Expectations and Equity Strategy

Update on Interest Rate Cut Expectations and Equity Strategy

Tesla Q1 2026 Update

Tesla Q1 2026 Update

U.S. Tech Coverage Update (April 25, 2026)

U.S. Tech Coverage Update (April 25, 2026)

Intel Post Q1 2026 Earnings Update

Intel Post Q1 2026 Earnings Update

Tesla (TSLA) — Q1 2026 Earnings Research Note

Tesla (TSLA) — Q1 2026 Earnings Research Note

Infineon Technologies AG (IFX / IFNNY)

Infineon Technologies AG (IFX / IFNNY)

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