About Deep Growth Investing

Deep Growth Investing is my personal financial research blog where I document quarterly earnings breakdowns, semiconductor supply-chain cross-checks, and accounting footnote notes across global technology companies and macro releases.

How I Write These Notes

1. Official Releases & Regulatory Filings: Every post cites the official earnings releases, investor presentations, SEC EDGAR filings (Form 10-K, Form 10-Q, Exhibit 99.1), or Federal Reserve statements that I read when compiling the note. Figures that I calculate myself from those primary tables (such as CapEx-to-OCF ratios or ex-tariff-refund margins) are explicitly labeled as Author calculation.
2. Supply-Chain Cross-Checking: I compare downstream hyperscaler capital expenditure figures against upstream foundry wafer allocation (TSMC) and high-bandwidth memory capacity (SK Hynix).
3. Footnote & Cash-Flow Focus: Rather than relying on headline summaries alone, I check cash flow statements, uncommenced lease commitments, and footnote disclosures.

Independence & No-Holdings Policy

All posts on Deep Growth Investing are written by an individual author for personal record-keeping and informational purposes. As stated at the top of each post, as of the writing date I do not hold positions in the securities discussed, and nothing on this site constitutes investment advice or a solicitation to buy or sell any security.