Updates: Palantir - 2025 the Year of AI Application?
Summary
* While PLTR currently trades at a high multiple (~450x TTM P/
GenAI
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: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2)
Summary
* SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue
Updates: Confluent - Investors Are Betting On Agentic AI Too Early
Summary
* Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
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: 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
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.1)
Summary
* Thank you for your patience since our last publication. We are
Notes: Palantir - Updating On AIP, Ontology, & OSDK
Summary
* Following the recent AIP event, we wanted to share some updated