macro analysis Notes: Digesting the Uncertain Macro Summary Trump’s policy mix is triggering near-term macro volatility but may
Palantir Updates: Palantir - 2025 the Year of AI Application? Summary * While PLTR currently trades at a high multiple (~450x TTM P/
DeepSeek Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.1) Summary * DeepSeek is a true innovator, not a copycat. Its model architecture,
Palantir 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
3Q25 Updates: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2) Summary * SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue
Carvana Carvana - Deep Dive & Addressing Hindenburg's Short Claims Summary * We initiate our coverage on Carvana, diving into the long-term thesis
M&A Why Mega Software M&A Often Fail (Pt.2) Summary * Part 2 examines common pitfalls in software M&A, including
Snowflake Updates: SNOW 3Q25 - Pioneering Unstructured Data Pipelines With Datavolo (Pt.1) Summary * Strategic acquisitions like Night Shift Development and Datavolo bolster Snowflake'
quarterly results Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive Summary * Monday continues to deliver solid performance at both the top and