Axon’s run: What should readers do now? It has been little more than a year since I first recommended Axon (AXON) shares. So far in 2024, the shares are up 68% and they have consistently been making new all-time highs. The quintessential pattern of a momentum growth stock. Much of the share price increase has come since the latest earnings…
Summary Snowflake and Palantir are two of the leading software companies offering generative AI solutions to enterprises. Both companies have strong offerings-although most of what is being offered by Snowflake is just now generally available. Investors are very concerned about Snowflake’s competitive positioning, particularly vis-a-vis Databricks, still a private company. We believe that many investor…
Summary Big data analytics and decisioning is one of the cornerstones of the digital transformation revolution sweeping through much of the IT firmament. The two leading companies in providing the building blocks for large data warehouses, and for decisioning applications based on big data analytics are Palantir and Snowflake. Both of these companies have already…