By Convequity in SysMoore — Oct 25, 2024 Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
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.2) Summary * DeepSeek has multifold lower opex and cluster costs than Western rivals,