Klaviyo Convequity's Bi-Annual Review (Pt.2) Summary * Klaviyo is evolving into an AI-native engagement platform, with recent churn
Palantir Updates: Palantir - 2025 the Year of AI Application? Summary * While PLTR currently trades at a high multiple (~450x TTM P/
quarterly results Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive Summary * Monday continues to deliver solid performance at both the top and
Meta Platforms Updates: Meta - Underappreciated GenAI Potential (Pt.2) Summary * META's Llama project requires monetization strategies as funding scales