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Warren Buffett would likely not invest in Twilio Inc. at its current stage.

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for CRWD: · When founder and CEO George Kurtz founded CRWD in 2011, Cybersecurtiy Software, was nothing new, but with several pain points for customers: reduced system performance, updates needed to be installed, for each problem you needed a different software, so you dealt with silos, … · So he build a fully cloud-based platform, named Falcon. It has a modular concept, and customer pays within an abo model only the contracted modules.

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.

Pour calculer la valeur intrinsèque d'IREN dans un scénario conservateur, on peut utiliser une méthode de valorisation telle que les flux de trésorerie actualisés (DCF). Voici un aperçu basé sur les données disponibles : Points clés : Prix actuel de l'action : 7,15 $US.

Catalysts AI Integration (Atlassian Intelligence & Rovo) Atlassian is strongly positioned to leverage AI to increase workforce efficiency, particularly in large enterprises and is actively embedding AI across its product suite. In 2024 it introduced Atlassian Rovo , an AI teammate that uses Atlassian’s “teamwork graph” to help enterprise users find information across their tools and act on insights quickly.

Catalysts AI functionality is a new world Assumptions Strong brand can deliver higher revenue growth in heated/inflationary climate While AI investment will be expensive, there will be reasonable increased profit growth with productivity and functionality benefits. Risks Global economic and political climate, along with investment risk in AI, necessitates higher risk level for discount calc.

Catalysts Most Immediate Catalysts (1–2 Years) AI Growth with Copilot & Azure AI – Microsoft is aggressively integrating AI into Office 365 (Copilot) and Azure AI, driving enterprise adoption and monetizing AI-powered software. Cloud Expansion (Azure) – Azure continues to gain market share, benefiting from enterprise digital transformation and AI workloads.

Key Points SoundHound has developed over two decades of moat in an industry that just started getting traction. With shrinking electronics and communication with machines becoming more mainstream, I believe the company can capture much of this growth.

Valuation section updated on Feb 04, 2025 ------------------------------------------------------------------------------------------------------------------------------ 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.