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Alternative data report for Q1 2024 - Ad Sector, Cloud, AI, Semiconductors
Job openings looking for skills related to generative AI continue to rise with companies. Meta's Advantage+ and Google's Performance Max continue to…
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Rihard Jarc
Google: The Innovator's Dilemma is real
In this article, I will explain my thoughts on Google and why I recently sold it. My concerns have recently grown stronger due to the emergence of LLMs…
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Rihard Jarc
9
AWS, Azure, GCP. What makes them different in the eyes of customers? - research
This article is about my recent research on the three big cloud hyper scalers. Given the recent revelations, I am breaking down how big are AWS, Azure…
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Rihard Jarc
6
Meta firing on all cylinders?
I decided to focus on a few most important things for long-term investors. One is the traction of Reels. The second one is WhatsApp which is finally…
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Rihard Jarc
8
Generative AI - which industries and what companies stand to benefit
We are really at the early beginnings of what this technology is capable of. We touch on many things already, and the future, as I see it, is companies…
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Rihard Jarc
4
META short-term profits vs long term vision
this year Meta’s stock price shows how sentiment can drive stock prices to extremes. Almost exactly 1 year ago, Meta was trading at a market cap of $1…
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Rihard Jarc
2
Google the Golden Goose of the Internet
In this article, I am diving deep into a company everyone knows because they probably encounter its products on a daily basis - Google. I also dive into…
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Rihard Jarc
7
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UncoverAlpha
A newsletter for industry and company-specific deep dives/analyses of innovative & disruptive companies.
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