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SysMoore & Energy (Pt.3)

SysMoore & Energy (Pt.3)

SysMoore’s hardware renaissance meets the energy wall — how AI compute’s explosive growth is forcing a fundamental rethink of power infrastructure, unlocking nuclear and natural gas tailwinds amid persistent buildout constraints.

13 min read 11 Feb 2026

Cloud Security Outlook: From Compliance to Real-Time Protection (Pt.1 - CWP)

23 min read 29 Apr 2025

Cloud Security Outlook: From Compliance to Real-Time Protection (Pt.1 - CWP)

Summary * The standard for cloud security has become a comprehensive platform, where vendors integrate posture, workload, and runtime protection to solve the “cloud security trilemma.” * As enterprises race to deploy AI across their operations, cloud infrastructure becomes essential — amplifying demand for scalable, real-time cloud security solutions. * Part 1 focuses on

Updates: Palantir - 2025 the Year of AI Application?

24 min read 16 Mar 2025

Updates: Palantir - 2025 the Year of AI Application?

Summary * While PLTR currently trades at a high multiple (~450x TTM P/E, ~150x NTM P/E), its earnings trajectory suggests significant upside potential. * If PLTR can sustain strong revenue growth and reduce SBC to ~10% of revenue, its net income margin could expand from 16% to ~60%, narrowing the

Notes - CSCO's New Hypershield

16 min read 03 Jun 2024

Notes - CSCO's New Hypershield

Summary * Cisco has been facing challenges as a legacy tech giant and has struggled with innovation and acquisitions in recent years. * The company is making efforts to revive its growth and reputation, including creating an internal venture called Outshift to attract top talent and introducing Hypershield, a new cybersecurity solution.

CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)

16 min read 02 Nov 2023

CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)

Summary * In Part 2 we discuss the implications for arbitrageurs and CSCO investors. * We scrutinize CSCO's strategic rationale for acquiring SPLK for its data and AI. * We also review CSCO's rationale for acquiring SPLK as it relates to EDR and observability. * Lastly, we include some scenario-based

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