By Convequity in SysMoore — Oct 25, 2024 Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
DeepSeek Notes - DeepSeek Supply Shock Yet To Come Summary * DeepSeek introduces a cost-effective training and inference architecture that could reduce
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
NVIDIA Note: NVIDIA AI Grid & Telco Edge Compute Opportunity Summary * NVDA's ambitious AI grid project in Japan, backed by