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