Amazon’s Cloud Is Printing Money. The Question Is What It Costs to Keep Going.
According to post-earnings coverage, sell-side analysts at multiple firms raised their price targets following Amazon's Q2 2026 results on July...
The Margin That Wasn’t Supposed to Exist
Three years ago, Microsoft was a mature software giant with respectable but predictable margins, a cloud business growing fast enough...
Evidence Sheet: Walmart (WMT)
The standing BullScope yardsticks for Walmart, computed from official filings and refreshed with each new edition.
Walmart’s Math Says One Thing. The Price Tag Says Another.
In one breath Walmart's filed numbers show a business earning more from each dollar of sales than at any point...
Growth Slowed, Prices Cooled, and the Fed Didn’t Blink: What This Week’s Numbers Actually Say
In one breath The BEA's advance estimate for Q2 2026, released July 30, shows the economy growing at 1.5% annually,...
The Margin That Vanished: Meta’s Q2 Call vs. the Filed Record
In one breath Meta's revenue is growing faster than almost anyone expected. Its profit, for this quarter, is not. The...
Evidence Sheet: Tesla (TSLA)
The standing BullScope yardsticks for Tesla, computed from official filings and refreshed with each new edition.
Visa’s Margin Pause: What the Latest Quarter Actually Says
In 2009, Visa was barely a public company, freshly listed after decades as a bank-owned cooperative. It had a simple...
Tesla at 320 Times Earnings: Auditing the Three Claims That Hold the Price Up
One number stops the conversation cold. Tesla's current P/E ratio, the price a buyer pays per dollar of annual profit,...
Evidence Sheet: NVIDIA (NVDA)
The standing BullScope yardsticks for NVIDIA, computed from official filings and refreshed with each new edition.
BullScope is an evidence-first investment research publication. Every note starts in the filings: what companies actually report, what the market assumes, and where the two disagree. We read the numbers so you can read the story. Not investment advice.