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software infrastructure

Everything tagged "software infrastructure" across research, earnings, and macro.

4 articles

Palantir Technologies (PLTR): AI Growth at a Price

Palantir delivered 56% revenue growth, $1.63B in GAAP net income, and more than $2.1B in free cash flow in 2025, but the stock already prices in years of near-perfect execution. The business is exceptional, yet the valuation leaves limited room for error.

Apr 23, 2026·27 min read

Technology Software - Infrastructure AI

Research ReportXNDU

Xanadu Quantum Technologies (XNDU): Speculative Quantum Upside

Xanadu is a high-upside quantum computing story with real technical progress, strong software traction, and fresh public-market capital. But with just $4.617M of revenue and a stretched valuation, it remains a speculative bet rather than a core holding.

Apr 22, 2026·24 min read

Technology Software - Infrastructure Quantum Computing

Research ReportCRWD

CrowdStrike (CRWD): Premium Growth, Premium Price

CrowdStrike remains a top-tier cybersecurity growth story with strong ARR expansion, broadening platform adoption, and real free cash flow. The stock looks compelling on quality, but valuation leaves little room for disappointment.

Apr 21, 2026·25 min read

Technology Software - Infrastructure Cybersecurity

Research ReportKSPI

Kaspi.kz (KSPI): Mispriced Super App With Rerating Upside

Kaspi.kz combines payments, marketplace, and fintech into a high-engagement super app, yet trades at a bank-like valuation. The report argues the market is underappreciating its cash generation and rerating potential despite macro and execution risks.

Apr 20, 2026·27 min read

Technology Software - Infrastructure Fintech

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