QCOM Convequity MSU: Qualcomm - Jan 2023 Summary * Market (M), Street (S), and Us (U) perspectives differ on various
NVDA Convequity MSU: NVIDIA - Dec 2023 Summary * We kick-off the application of the Convequity MSU framework on NVDA.
DevOps Investor Guide To DevOps Landscape (Pt.1) Summary * In this Investor Guide we review GitLab and 10 of its
GTLB Updates: GTLB 2Q24 - Strong Product Fundamentals & Market Opportunity But Priced In Summary * GTLB's slower growth decay compared to others is attributed
MNDY Updates: MNDY 2Q23 - Finding Great Operating Leverage Summary * MNDY continues to delight investors by delivering excellent operating leverage while
PLTR Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1) Summary * There are a number of indicators that collectively suggest PLTR could
AI Themes: The State Of Generative AI - July 2023 (Pt.1) Summary * The AI hype cycle, initiated by OpenAI's groundbreaking release