Aussie investor. Boring strategy, expensive taste in tech stocks, told myself I'd diversify last year. In it for the compounding.
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The cloud data warehouse space is heating up, and Snowflake sits right in the middle of it all
Snowflake is trying to turn its data platform into an easy on-ramp for business use of AI by bringing Anthropic’s Claude models directly into where companies already store their data. The big question is whether this new push can keep Snowflake ahead as Databricks ramps up competition in cloud data warehousing.Read more
ASTS: Technological Triumph Meets Financial Gravity; BlueBird 7 Launch marks the Peak, not the Pivot
A new satellite launch puts AST SpaceMobile’s tech in the spotlight, but it also highlights how much the business still depends on raising more money and winning carriers’ trust. With Amazon now pushing into the same “phone-from-space” market, the big question is whether AST can scale fast enough before bigger rivals squeeze its partnerships.Read more
Strong potential through partnerships, international expansion and wider application of biometrics
Key Takeaways Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports. The company’s success hinges on its ability to scale internationally, as its current US-centric focus limits its addressable market.Read more