Palantir Is Next-Gen Data Growth Story, Not A Defense Contractor

Palantir Technologies Inc. (NASDAQ: PLTR) is being mislabeled as a fancy defense contractor by the Bears, instead, it is a growth story for the next bull run that is starting to gain critical mass in selling software solutions for the data-driven world, after more than a decade of development. We are Bullish on the name; own it in our portfolio and the stock was part of the recent weekly list of top ideas. The long-term thesis boils down to few key points, the company is a leader and one of…

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Agora Can Challenge Twilio

Agora Inc. (Nasdaq: API) is leading the market for video chat APIs (application programming interface), one of fastest-growing markets for APIs, similar to what Twilio Inc. (NYSE: TWLO) was able to do for the broader digital communication API ecosystem, a few years ago. The market is moving towards embedded video functionality and the company’s tech is future-ready with adoption rates gaining pace. Most forward indicators are pointing towards the company getting accepted as a leader in the video chat API space. In the meantime, the business is profitability proven with…

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AudioEye: Business And Stock That Makes You Feel Good

We recently went Long AudioEye Inc. (AEYE) stock and it felt good. Every once in a while you come across a business that you want to win, not just because it will make you money but because the society will be a better and just place if the business wins.  AudioEye is one such company. Yes, we do believe that investment thesis should never be based on purely emotional decisions and that’s why we did take a closer look at the business. The business starting to see the benefits of…

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