My problem with Ed is that he's established a very firm position that LLMs are mostly useless and the business is a big scam, which makes it difficult to evaluate his reporting.

He often gathers good information but his analysis of that information appears to be heavily influenced by the conclusions he's already trying to reach.

I do pay attention to him but I'd like to see similar conclusions from other analysts against the same data before I treat them as robust.

I don't personally have the knowledge or experience of company finance to be able to confidently evaluate his findings myself!