Notes - DeepSeek Supply Shock Yet To Come
Summary
* DeepSeek introduces a cost-effective training and inference architecture that could reduce
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.1)
Summary
* DeepSeek is a true innovator, not a copycat. Its model architecture,
Notes: Stocks To Monitor For A Future World Of Agentic AI - Palantir, Monday, ServiceNow
Summary
* Unlike brittle RPA tools, AI agents will adapt to workflows, integrate
Updates: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2)
Summary
* SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue
Notes: MITRE ATT&CK Round 6 Results - SentinelOne Still Leads, Palo Alto Still Underappreciated, Microsoft Okay, & Consolidation Continues
Summary
* The MITRE ATT&CK Round 6 results highlight the performance
Carvana - Deep Dive & Addressing Hindenburg's Short Claims
Summary
* We initiate our coverage on Carvana, diving into the long-term thesis
Why Mega Software M&A Often Fail (Pt.2)
Summary
* Part 2 examines common pitfalls in software M&A, including
Updates: SNOW 3Q25 - Pioneering Unstructured Data Pipelines With Datavolo (Pt.1)
Summary
* Strategic acquisitions like Night Shift Development and Datavolo bolster Snowflake'
Why Mega Software M&A Often Fail (Pt.1)
Summary
* Software M&A is driven by the need for rapid
Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive
Summary
* Monday continues to deliver solid performance at both the top and
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2)
Summary
* PANW's strategic acquisitions and innovative product launches, especially in
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1)
Summary
* Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience