Cloud Security Outlook: From Compliance to Real-Time Protection (Pt.1 - CWP)
Summary
* The standard for cloud security has become a comprehensive platform, where
Notes: Meta - Could Meta AI Transform The Advertising Landscape
Summary
* Meta AI could transform ad monetization by capturing real-time user intent
Notes: Digesting the Uncertain Macro
Summary
Trump’s policy mix is triggering near-term macro volatility but may
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
MSFT: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.1)
Summary
* In this two-part report, we gain a deep understanding of Microsoft&
Notes: Equinix - Navigating The Data Center Landscape In The Era Of GenAI
Summary
* Equinix excels in carrier hotels offering premium connectivity, while Digital Realty
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
Notes: GTLB - 1Q25 Overview & Google Acquisition Possibility?
Summary
* GitLab's 1Q25 results were solid, but overshadowed by the
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the