Archive - Portfolio Lens Research

Sept 22 - Everpure (P) Added to the S&P 500

Portfolio Lens - 22 September 2026

18 hrs ago • Portfolio Lens

Sept 21 - What Gives Me Optimism About AutoZone

Portfolio Lens - 21 September 29

Sep 21 • Portfolio Lens

Sept 19 - Oracle Posts Negative $5 Billion Cash Flow as CapEx Hits $28 Billion

Portfolio Lens · week of 2026-09-19

Sep 19 • Portfolio Lens

AI Workload Adoption Dilutes Software Margins as Infrastructure Bottlenecks Shift to System Memory

Portfolio Lens · week of 2026-09-12

Sep 14 • Portfolio Lens

AI Workload Growth and Memory Bottlenecks Begin Compressing Margins and Straining Server Supply

Portfolio Lens · week of 2026-09-06

Sep 7 • Portfolio Lens

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts