The Year of AI DevOps & Fears for GitLab (Pt.2)
Summary
* GTLB is taking a defensive stance toward the rise of AI
AI agents
Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation
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
Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive
Summary
* Monday continues to deliver solid performance at both the top and
Updates: Confluent - Investors Are Betting On Agentic AI Too Early
Summary
* Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ