Contributor since: 2020
Company: Convequity ltd.
WFE Investment Analysis: KLA Tencor, Applied Materials, And Others
Palantir Vs. Bright Future Vs. Red Flags
Palantir SBC - Let's Put This To Bed
VMware Q1 Earnings Preview: Are They Executing The Multi-Cloud Strategy As Planned?
Palo Alto Networks: Investor Misunderstanding Beats Q1 2022 Expectations And Demonstrates Enterprise Appeal
Can Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon?
Fortinet: The Cloudflare Of Hybrid Networking And Security
Cloudflare: Sustained Growth And Fair Valuation
Intel Q1 2022: Short-Term Uncertainty, Long-Term Clarity
Meta Platforms: An Investment Opportunity Of A Lifetime
Qualcomm: Stable Core Handsets Business With Great Upside Potential In Adjacencies
Jamf: Apple Tailwinds And Misunderstanding Presents Considerable Alpha
Palantir Stock: An Emerging Supercloud With Attractive Valuation
Okta: Defining An Industry
Intel: Pat Gelsinger's Potential Is Being Grossly Discounted
The Ultimate Investor Guide To Zero Trust
Are Software Stocks In A Bubble Or A New Paradigm?
Alibaba Stock: A Safe Growth Play
McAfee Stock Update: Sold At A Cheap Price
Why We Believe SentinelOne Is Better Than CrowdStrike
Which Cybersecurity Stocks Should You Buy?
Palantir: Highly Favourable Reward-To-Risk
Launching Asymmetric Tech Investments: The Key To High Returns
The S&P 500 Is Undervalued, Tech Is In A New Paradigm
A Deep-Dive Into The Investment Potential Of Fastly
Cloudflare: Buy Any Future Dip Due To Profound Competitive Advantages
Sumo Logic Slowly Being Recognized
Palantir: Parallels With Microsoft, Potential Network Effects Underappreciated
Fortinet: An Alternative Play On The SASE Narrative - ASIC Powers Multiple Catalysts, $200 Target Price
Near-Term Business Momentum Looks Good For Check Point