SaaSpocalypse Now. Are We Done Already?
SaaSpocalypse: The issue isn't that AI can replace SaaS, it's the risk that SaaS per seat pricing models will fall apart in an agent-centric world.
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TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs
​Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...
611 Views
Paycom: The Automation Moat Has a Price
Paycom’s automation engine is gaining traction—but at a rising cost. We examine whether AI-led productivity can deepen the moat or expose weaker...
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U.S. Equities: Still Bullish, With Reservations
And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...
513 Views
U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
743 Views