Primus Pilus Cap

The $176 Billion Accounting Question Hidden in Big Tech’s AI Earnings

Meta and Microsoft are reporting record profits. But a single accounting assumption is inflating those numbers by more than you think.
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Seagate (STX) Is Up 607% in One Year. We Still Think It's Cheap.
The stock has gone from $91 to $643 in twelve months. Most analysts haven't caught up. Here's the math that changes the picture entirely.
 • Primus Pilus Capital
The Dumbest Pattern in Finance (And Why Everyone Falls for It)
When stocks go up, they're all bulls. When stocks go down, they're all bears. This is not analysis, this is entertainment. Here's the difference.
 • Primus Pilus Capital
Burry Is Wrong Again?
Why We’re Not Joining His Shorts on Nvidia and Palantir
 • Primus Pilus Capital
Why Palantir Could Hit $718
The Government Contract Machine Wall Street Is Underestimating
 • Primus Pilus Capital
Tesla: Between Collapse and Explosion, With No Middle Ground
Why Primus Pilus Capital believes TSLA is pricing in 2029 far too early — and why we only see two extreme outcomes for the stock.
 • Primus Pilus Capital
How We Capitalized a ▲ 94.68% Gain on GE Vernova (GEV): Riding the Clean Energy Transition
In late 2024 and early 2025, Primus Pilus Capital identified GE Vernova (NYSE: GEV) as one of the most compelling growth opportunities in the clean…
 • Primus Pilus Capital
How We Achieved an ▲ 81.15% Return on Citigroup (C): Banking Turnaround Thesis
In 2024, Primus Pilus Capital identified Citigroup (NYSE: C) as one of the most compelling turnaround opportunities in the financial sector.
 • Primus Pilus Capital
How We Capitalized a ▲ 81.99% Gain on Archrock (AROC)
Fundamental analysis, market timing, and the catalysts that drove Archrock from ~$20.70 to $37.68
 • Primus Pilus Capital
How Primus Pilus Capital Captured +124.76% in Marvell Technology (MRVL)
From AI infrastructure thesis to triple‑digit returns in a leading data‑center semiconductor name.
 • Primus Pilus Capital
Primus Pilus Cap
Primus Pilus Cap
Corporate advisory, US equity portfolio construction, and AI-powered research — delivered with the discipline of Swiss private banking and the depth of Wall Street analysis.

Primus Pilus Cap

Corporate advisory, US equity portfolio construction, and AI-powered research — delivered with the discipline of Swiss private banking and the depth of Wall Street analysis.
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