Theo Capital
Public stock analysis

Stock fair value pages built for clear investment thinking.

Theo Capital analyzes individual stocks using fair value, valuation gap, outlook, macro regime and market expectations. These pages are educational and are not investment advice.

Apple
AAPL
Technology

Apple stock fair value analysis — current price, Theo fair value range, valuation gap, business outlook, market expectations and key risks.

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Microsoft
MSFT
Technology

Microsoft stock fair value analysis — current price, Theo fair value range, valuation gap, Azure cloud growth, Copilot monetization and key risks.

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Nvidia
NVDA
Semiconductors

Nvidia stock fair value analysis — current price, Theo fair value range, valuation gap, AI infrastructure demand, data-center growth and key risks.

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Alphabet
GOOGL
Communication Services

Alphabet stock fair value analysis — current price, Theo fair value range, valuation gap, Search advertising trends, Google Cloud growth and key risks.

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Amazon
AMZN
Consumer Discretionary

Amazon stock fair value analysis — current price, Theo fair value range, valuation gap, AWS margins, advertising revenue and free cash flow outlook.

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Meta Platforms
META
Communication Services

Meta stock fair value analysis — current price, Theo fair value range, valuation gap, advertising revenue per user, AI efficiency gains and key risks.

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Tesla
TSLA
Consumer Discretionary

Tesla stock fair value analysis — current price, Theo fair value range, valuation gap, delivery growth, automotive margins and autonomy optionality.

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Palantir
PLTR
Software

Palantir stock fair value analysis — current price, Theo fair value range, valuation gap, AIP adoption, US commercial growth and government contract risks.

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Advanced Micro Devices
AMD
Semiconductors

AMD stock fair value analysis — current price, Theo fair value range, valuation gap, AI GPU ramp, data-center market share and gross margin outlook.

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Berkshire Hathaway
BRK.B
Financials

Berkshire Hathaway stock fair value analysis — current price, Theo fair value range, valuation gap, insurance earnings, equity portfolio and capital allocation.

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