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
updates Updates: Confluent - Investors Are Betting On Agentic AI Too Early Summary * Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ
SysMoore Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2) Summary * In Part 2 of the SysMoore series we compare the different