By Equity Research in SysMoore — Oct 25, 2024 Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
Security for AI Notes - Security for AI and Data Security (Pt.2) Summary * Data security is rapidly becoming a core pillar of cybersecurity as
Security for AI Notes - Security For AI and Data Security Uprise (Pt.1) Summary * With AI adoption finally moving into large-scale production this year, as
Instacart Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.2) Summary * Despite slower growth, CART offers stronger gross margins, a higher ROIC,
BigTech Notes: Day 2 Tech (Pt.2) Summary * Big tech has entered a “Day 2” phase, prioritizing margin expansion,