Software U.S. Community
Our community narratives are driven by numbers and valuation.
Software U.S. Investing Ideas
Palantir: Redefining Enterprise Software for the AI Era
Company Overview Founded in 2003 by Peter Thiel, Alex Karp, Stephen Cohen, Joe Lonsdale, and Nathan Gettings, Palantir Technologies emerged from the shared vision of transforming how data could be used to solve complex problems. Peter Thiel, a co-founder of PayPal and a prominent venture capitalist, brought his knack for identifying transformative opportunities.Read more
IREN's Trump Card: How Federal Policy Could Unlock Massive Value in AI Infrastructure
The Game-Changing Executive Order: A $11.4B Company's Perfect Storm Sometimes the stars align in ways that even the most astute investors couldn't predict. For IREN Limited (NASDAQ: IREN), currently valued at $11.4 billion with shares trading around $42 , the Trump Administration's July 23rd Executive Order on data centre permitting represents exactly that kind of celestial convergence.Read more
The Future of Social Sharing Is Private and People Are Ready
Key takeaways Myseum (MYSE) is a micro-cap, pre-scale consumer app business that’s pivoting its identity from “private messaging” toward a privacy-first social sharing ecosystem (Picture Party + Pop-Up Gala + Myseum storage). Its new lead product, Picture Party , addresses a familiar frustration for many users: how to share photos privately without group chats, public social feeds, or loss of control over personal content.Read more
The Strategic Revaluation of Adobe: A Critical Analysis of Market Sentiment
The prevailing narrative surrounding Adobe Inc. in the mid-2020s has been characterized by a profound sense of technological anxiety.Read more
IREN's 59.5% Market Discount Will Drive Future Equity Upside
IREN’s valuation profile becomes materially more interesting once you decompose the drivers behind the platform’s intrinsic value of US$103.62 and the long‑term implied equity value of US$153.29 per share. The current market discount of 59.5% is not just a headline number — it reflects a meaningful disconnect between the company’s forward cash‑flow trajectory and how the market is pricing its risk.Read more
The Quiet Giant That Became AI’s Power Grid
The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.Read more
Will the old rules break the new assets like MSTR?
4 Shocking Truths Revealed by the $77 Billion Crypto-Treasury Meltdown: As digital and traditional finance continue to collide, will the old rules break the new assets, or will these new assets force the creation of entirely new rules? The recent, violent downturn in the cryptocurrency market, which saw Bitcoin’s price plummet from a high of $126,000 to the low $80,000s, has captured the headlines.Read more
Massive Social Commerce Tailwinds Promise Shopify's Future Growth
Catalysts “Social commerce” presents a massive tailwind with $6.23T market opportunity by 2030. Social commerce market is growing at 30.71% CAGR with 91% occurring on mobile devices: https://www.mordorintelligence.com/industry-reports/social-commerce-market 25% of Shopify traffic comes from mobile devices: https://www.chargeflow.io/blog/shopify-statistics AI Store Builder + Sidekick features are increasing user engagement and reducing onboarding friction.Read more
The cloud data warehouse space is heating up, and Snowflake sits right in the middle of it all
The cloud data warehouse space is heating up, and Snowflake Inc. (NYSE: SNOW) sits right in the middle of it all.Read more
