Notes - Security for AI and Data Security (Pt.2)
Summary
* Data security is rapidly becoming a core pillar of cybersecurity as
Beyond Operating Assets: Redefining ROIC for Tech Investors
Summary
* This project builds a capital‑allocator ROIC that judges how software
Notes - Security For AI and Data Security Uprise (Pt.1)
Summary
* With AI adoption finally moving into large-scale production this year, as
The Rise & Fall of Global Empires
Summary
* Empires follow a recurring arc — from education-led growth to industrial dominance,
Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.2)
Summary
* Despite slower growth, CART offers stronger gross margins, a higher ROIC,
Notes: Day 2 Tech (Pt.2)
Summary
* Big tech has entered a “Day 2” phase, prioritizing margin expansion,
Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.1)
Summary
* Instacart (CART) and DoorDash (DASH) are pursuing the online grocery and
Notes: Day 2 Tech (Pt.1)
Summary
* Tech giants have evolved from disruptive upstarts to entrenched incumbents, yet
Notes: Cloud Security Outlook - Revisiting Wiz vs. PANW (Pt.2)
Summary
* Since our deep dive in 2022/23, the cloud security market
Li Auto's Competitive Edge in UX, Autonomous Driving, Range Innovation, and Vertical Integration
Summary
* Li Auto has carved out a differentiated middle-ground strategy by combining
Notes: Huawei’s 910C And CM384: A Strategic Shock To The NVIDIA Thesis (Pt.2)
Summary
* Huawei's AI-native 910C and CM384 systems now rival NVIDIA’
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