Supermicro Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs Summary * This is a three-part report on Supermicro. Part 1 discusses its
Equinix Notes: Equinix - Navigating The Data Center Landscape In The Era Of GenAI Summary * Equinix excels in carrier hotels offering premium connectivity, while Digital Realty
Snowflake Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.4) Summary * Snowflake's future hinges on governance tools like Polaris and
Meta Platforms Updates: Meta - Underappreciated GenAI Potential (Pt.2) Summary * META's Llama project requires monetization strategies as funding scales
Meta Platforms Notes: Meta - Controlling The Value Chain And Open-Core Summary * Our latest research on Meta has been divided into two Updates
LLM Updates: Snowflake, Databricks & Palantir- Controlling The MDS And GenAI PaaS Future (Pt.3) Summary * In Part 3 we discuss AI PaaS (Platform-as-a-Service), comparing Snowflake'
Meta Platforms Updates: Meta - Underappreciated GenAI Potential (Pt.1) Summary * In Part 1 we review the battle for GenAI supremacy and
valuation Convequity's Valuation Update - Mid-Year Review 2024 Summary * This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Fortinet Notes: Fortinet - Huge Promise With Notable Caveats From The Lacework Acquisition Summary * Mid-2024 cybersecurity M&A saw surprising acquisitions with Wiz attempting
Netskope Updates: Netskope - Can The NewEdge Shake Up SASE & The Broader Enterprise Networking Landscape (Pt.2) Summary * In Part 1, we discussed Netskope's data-centric approach to
Netskope Updates: Netskope - Data-Centric Approach To Cybersecurity (Pt.1) Summary * In this Part 1 of Updates, we discuss Netskope's
Netskope Notes: Netskope - A Unique Background Among SASE Summary * This updated Netskope research is split into one Notes and two