As of December 23, 2025, the global technology landscape has transitioned from the speculative frenzy of the "AI Hype" to what analysts are calling the "Execution Era." At the epicenter of this transition sits Palantir Technologies (NYSE: PLTR). Once a mysterious, polarizing software contractor whispered about in the corridors of the Pentagon, Palantir has emerged [...]
As of December 23, 2025, the enterprise technology landscape is no longer defined by who can store the most data, but by who can make that data think. At the center of this paradigm shift sits Snowflake Inc. (NYSE: SNOW). Once a disruptive force that decoupled storage from compute in the cloud, Snowflake has spent [...]
As of late 2025, Palantir Technologies Inc. (NYSE: PLTR) has transcended its origins as a niche data analytics firm for the intelligence community to become the definitive operating system for the modern, AI-driven enterprise. For years, the company was shrouded in mystery and debated by skeptics who questioned its scalability. However, the 2025 fiscal year [...]
As the final bells of 2025 ring across Wall Street, a stark divide has emerged between the actions of corporate boardrooms and the optimism of retail investors. Recent SEC Form 4 filings from late December 2025 reveal a significant cooling of executive sentiment in the high-flying technology and retail sectors,
As the 2025 calendar year draws to a close, Snowflake (NYSE: SNOW) has emerged as a central pillar of the "Santa Claus rally," with its stock price stabilizing near $225 on December 24, 2025. Following a volatile month that saw a sharp "sell-the-news" pullback after its December 3rd earnings report,
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the data storage industry, including Snowflake (NYSE:SNOW) and its peers.
As the financial world closes the books on 2025, a clear standout has emerged in the enterprise software sector. Braze (Nasdaq: BRZE), the customer engagement platform that once lived in the shadow of legacy marketing clouds, has officially hit an inflection point. In its most recent quarterly earnings report, the
While the S&P 500 is up 13.4% since June 2025, Snowflake (currently trading at $226.40 per share) has lagged behind, posting a return of 5.9%. This may have investors wondering how to approach the situation.
As of December 22, 2025, Palantir Technologies Inc. (NYSE:PLTR) has transitioned from a polarizing data analytics firm into the undisputed architectural backbone of the U.S. government’s digital modernization. The company’s stock, which began a meteoric ascent following its inclusion in the S&P 500 in late
As the trading year of 2025 draws to a close, Palantir Technologies (NYSE:PLTR) finds itself at a critical technical and fundamental crossroads. After a year defined by explosive growth and a transformation from a niche defense contractor into a global software powerhouse, the stock is currently consolidating near key
The financial world is bracing for what is widely expected to be a historic resurgence of the initial public offering (IPO) market. After years of a "liquidity desert" and a tentative recovery throughout 2025, the 2026 pipeline is shaping up to be a tidal wave of generational tech leaders and
The era of "AI potential" has officially ended, replaced by a cold, hard era of "AI performance." As of December 22, 2025, the financial markets have undergone a fundamental shift—a "Great Decoupling"—where the broad-based AI rally of 2023 and 2024 has splintered into a rigorous assessment of return
From commerce to culture, software is digitizing every aspect of our lives. This secular theme makes SaaS companies attractive investment candidates but also comes with higher valuations that make re-ratings harder.
Unfortunately, the rich prices have held them back over the past six months as the industry’s gain of 1.5% has fallen short of the S&P 500’s 12.7% rise.
As 2025 draws to a close, the financial markets are grappling with a profound transformation in the technology sector. What began as a year of high hopes for a "SaaS rebound" has instead evolved into the "2025 Software Slump," a period defined by a brutal reallocation of capital that has
The Nasdaq Composite staged a massive recovery on December 18, 2025, surging 450 points to erase a week of heavy losses and signaling a powerful return of investor confidence in the technology sector. This "U-turn" rally, sparked by a combination of blowout semiconductor earnings and cooling inflation data, has effectively
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at data storage stocks, starting with MongoDB (NASDAQ:MDB).
As of December 2025, the tech stock market finds itself in a period of intense recalibration, grappling with the unprecedented influence of Artificial Intelligence (AI). While earlier in the year, AI-fueled exuberance propelled tech valuations to dizzying heights, a palpable shift towards caution and scrutiny has emerged, leading to notable downturns for some, even as [...]
New York, NY – December 16, 2025 – UiPath (NYSE: PATH), a leader in enterprise automation software, has recently captivated financial markets with a significant surge in its stock price, largely attributed to its strategic advancements in artificial intelligence partnerships and consistent Annual Recurring Revenue (ARR) growth. After a remarkable rally that
We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also chat about the Netflix-Warner Bros. deal.
There are some heavily hyped AI software stocks on the market today. Investors looking for alternatives to those would do well to take a closer look at Snowflake.
From Gratitude Challenge triumphs to a brand-new five-stock sampler, from Winter Soldier fortitude to navigating concentrated positions, inheritance questions, regrets, and remarkable investing wins -- this month's notes run deep and wide.
