05
Apr
04
Apr
Unity: The (Perceived) AI Loser That's Quietly Inflecting
31
Mar
Everyone's Watching Iran. Few Are Watching Beyond.
30
Mar
Braze: 18 Quarters of Data vs. One AI Narrative
27
Mar
The AI Buildout Reaches the Deployment Layer — Dell Has a $43B Head Start
23
Mar
UiPath Six Months Later: The Data Confirms the Crossroads
22
Mar
Planet Labs: The Company That Photographs the Entire Earth Every Day — And Why the Stock Just 10x'd
20
Mar
Micron HBM4: Production Reality vs. Expert Opinion
19
Mar
Docusign FQ4 2026: The Inflection That Isn't (Yet)
18
Mar
SaaSpocalypse vs Reality: What the Earnings Data Actually Shows
03
Nov
Perceptions Are Fundamental. Investing Is A Sociological Game.
27
Oct
Coursera: A Generative AI Opportunity Mispriced as a Threat
24
Oct
Internet's Information Overload Problem And The Generative AI Tricky Solution
23
Oct
SAP's Q3: Reading Between The Lines
18
Oct