Big tech Coverage

Research Lens

Cloud growth, capex cycle position, segment margins, AI infrastructure investment, advertising demand, and filing-driven capital allocation.

Tickers

MSFT MicrosoftMega-cap software and cloud platform where Sawse tracks SEC filings, cloud growth, capital allocation, and source-backed operating context.META Meta PlatformsDigital advertising and social platform where Sawse tracks filings, ad-market exposure, user activity, AI investment, and capital allocation.GOOG AlphabetSearch, cloud, and digital advertising platform where Sawse tracks filings, ad-market trends, cloud growth, AI investment, and capital allocation.NVDA NVIDIA CorporationAI accelerator incumbent where Sawse tracks SEC filings, datacenter accelerator demand, supply-chain capacity, gross-margin durability, capital allocation, and the capex cycle exposure that makes NVIDIA both a mega-cap technology platform and an AI infrastructure bellwether.

Latest Research

Insider ActivityMay 18, 2026GOOG

GOOG Form 4 cluster: GV entity sales read as venture portfolio mechanics, not executive sentiment

A two-day, three-transaction cluster totaling roughly $3.46 million in sales was filed by Alphabet-affiliated GV entities, not by named executives, limiting its analytical weight as a directional signal.