Notes: Huawei’s 910C and CM384: A Strategic Shock to the NVIDIA Thesis (Pt.1)
Summary
* Huawei’s 910C and CM384 achieve H100-class and Blackwell-scale performance using
Cloud Security Outlook: From Compliance to Real-Time Protection (Pt.1 - CWP)
Summary
* The standard for cloud security has become a comprehensive platform, where
Notes: The Only Way Not to Be Replaced by AI is to Invest in AI
Summary
* AI democratizes software creation, but capitalism rewards scale, risking economic dilution
Notes: Meta - Could Meta AI Transform The Advertising Landscape
Summary
* Meta AI could transform ad monetization by capturing real-time user intent
Trump’s Trade Reset and the Hidden Tailwinds for Tech
Summary
* Trump’s aggressive tariff agenda is creating strategic optionality for the
Convequity's Bi-Annual Review (Pt.2)
Summary
* Klaviyo is evolving into an AI-native engagement platform, with recent churn
Notes: Stripe Staying Private Longer = Bad for Public Investors
Summary
* A funding squeeze post-2022 has pushed mid-size scaleups to IPO earlier,
Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4)
Summary
* Moonshot’s Kimi 1.5 demonstrates that China’s top labs
Notes: Digesting the Uncertain Macro
Summary
Trump’s policy mix is triggering near-term macro volatility but may
Updates: Palantir - 2025 the Year of AI Application?
Summary
* While PLTR currently trades at a high multiple (~450x TTM P/
Convequity's Bi-Annual Review (Pt.1)
