Everything tagged "software infrastructure" across research, earnings, and macro.
17 articles
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.
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.
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.
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.
Oracle is evolving from a legacy database vendor into a fast-growing cloud and AI infrastructure platform. Strong OCI, multicloud database, and cloud revenue growth support a Buy case despite debt and capex risk.
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