Convequity
@convequity
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Product, Architecture, & Vision Premium: https://t.co/3bYcUN0h1g Substack: https://t.co/1hGBBf8WJu Koyfin - 15% discount: https://t.co/FrR5UlbjNP?
Joined October 2019
$PANW valuation exercise. Not investment advice. A quick sum-of-parts relative valuation using $CHKP, $ZS, and $CRWD. Simply just add up each ones market cap and compare the total against $PANW.
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Added 94 new stock write-ups to the site (pt final): @boyer_jeremie - $BCH @BuffDawgg - $EVC @uv_shares - $EUA.L @convequity - $PGY (overview) @loneelmcapital - $CABO (earnings) @SixSigmaCapital - $NVO (earnings) @boudnic24 - $BA (earnings)
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Once MYNZ breaks $2, you’ll see FOMO kick in. Once it crosses $3-4, every biotech scanner lights up. If the data holds and validation continues, $14 might not even be the ceiling — it’s the starting line. DYOR
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2.5 years ago we said SASE would evolve into SASO — and Gartner’s latest Magic Quadrant now shows that shift beginning. In May 2023, our Convequity Impulse for Security Access Service Omni (SASO) proposed that converged networking + security would need to operate anywhere — not
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It makes you wonder what is ChatGPT's edge anymore? Grok seems to be better at verification (no surprise given Elon's laser focus on it being the truth-seeking LLM), and in our experience does better at navigating complex and nuanced areas of equity research. Claude keeps
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Added 72 new stock write-ups to the site (pt final): @DavidDiranko (Monday Monitor) - $AST.WA, $QTRX, $CRNT, $PCT.SI, $MCG.L @convequity - $PGY @valuecroc - $BACQ @stonkmetal - $INPST.AS @DRGinvests - $BME.L (holding update)
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For a 15% discount with Koyfin, click the link: https://t.co/W9TZUFCary
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Koyfin pricing plans description and overview. Find out about the 30-day guarantee, refund policy, payment periods, auto-renewal option
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$PLTR's 3Q25 didn’t really surprise us. Back in March we highlighted that Palantir had a strong chance of entering a phase of significant growth reacceleration — potentially its own “$NVDA moment,” where revenue could compound at triple-digit YoY rates as AI platform adoption
convequity.com
Summary * While PLTR currently trades at a high multiple (~450x TTM P/E, ~150x NTM P/E), its earnings trajectory suggests significant upside potential. * If PLTR can sustain strong revenue growth and...
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Chart is from Koyfin, our go-to platform for all things investment. For a 15% discount with Koyfin, click the link:
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Koyfin pricing plans description and overview. Find out about the 30-day guarantee, refund policy, payment periods, auto-renewal option
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Lumentum ( $LITE) isn’t cheap — trading at ~26× EV/EBITDA and ~29× EV/GP — but here’s the nuance: it’s priced like a niche optics company, while actually sitting at the foundation of the AI data-center network. 👉 Today ~90–95% of its Cloud & Networking revenue comes from 200
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Saylor’s new credit instruments — STRD, STRC, STRK, STRF — pay ~10% and are over-collateralized with Bitcoin. A clever idea. Safe for credit investors. But it’s not sustainable. He’s robbing Peter to pay Paul. Peter = common shareholders, diluted again and again. Paul = the
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It’s crucial that new SEC changes accredited investor legislation for the public to invest in AI startups. If this doesn’t materialise inequality is going to widen in a major way over the next few years.
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We review the excellent research from @IcebergResear about the red flags with Pagaya ( $PGY). We've come to conclusion that the precarious situation is now mostly behind them but doubts linger. This is a stock you want to believe in because they are establishing a unique
convequity.com
Tech equity research that truly understands product, architecture, and vision. SaaS companies related to cybersecurity, data management, and productivity.
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Thank you @davey_juice
Tag the most underrated accounts that provide high value, less recognized than should be. Bonus for being early into non consensus ideas before they are consensus, deep understanding of the equities discussed, clear edge and understanding of sectors of equities being discussed..
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I am writing this post at the request of @Brycee1der who wrote the erroneous @ft article titled “”What GPU pricing can tell us about how the AI bubble will pop.” Bryce writes: “Can a GPU-as-a-service company break even on that type of customer? Here’s a very simplified toy
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For my Danish followers: I was interviewed by the fantastic Mattias Khorooshi the other day, talking about my qualitative approach to investing, my book, and how to be a good "owner" and stay invested. Mattias excellent at what he does. Have a look! 👇 https://t.co/qu4s9WRxJA
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$IREN #Podcast Happy to bring an interview with @FransBakker9812 who helped us understand the IREN investment thesis a whole lot better. Frans' thoroughness and knowledge are impressive and combined with thoughtfulness and modesty he is clearly an investor who will always be
open.spotify.com
Aktieuniverset · Episode
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The DORA group explaining why Foundry + AIP succeed where others fail: "The greatest returns will come from investing in the foundational systems that amplify AI’s benefits: your internal platform, your data ecosystem, and the core engineering disciplines of your teams. These
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I agree with @CodeStrap to a point. True intelligence means thinking outside the knowledge base — doing what hasn’t been seen before. In investing, the best theses are uncommon. Ask an LLM for a thesis on Google or Amazon and it’ll just retrieve consensus logic. Same with
The word "AI" is not the correct term to describe software 3.0. There is nothing intelligent about LLMs. They can exhibit intelligence-like behaviors. That's because, on some level, they encode human understanding about the world. Knowledge graphs also exhibit intelligence-like
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