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