GitLab Stock and the Generative AI Opportunity
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by Nanalyze
2d ago
Our recent piece on the generative AI opportunity highlighted a report by McKinsey that identified a handful of functions that encompass around 75% of generative AI’s disruptive potential. Among those was software engineering for corporate IT and product development which represents a potential $899 billion “productivity uplift.” For example, one study by Cornell showed that […] The post GitLab Stock and the Generative AI Opportunity first appeared on Nanalyze ..read more
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Why Is AutoStore Seeing Revenue Growth Slow?
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by Nanalyze
1w ago
Revenues are a proxy for market share being captured. If you’re not growing revenues, you’re losing market share to competitors. In the case of large total addressable markets (TAMs), there may be enough opportunity to go around, which means there should be no impediments to growing fast except internal constraints. So, if the warehouse automation […] The post Why Is AutoStore Seeing Revenue Growth Slow? first appeared on Nanalyze ..read more
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Is Schrödinger Stock Coming Under Pressure From AI?
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by Nanalyze
2w ago
Let’s be clear about one thing. Schrödinger (SDGR) isn’t an AI stock. That’s what they emphatically told us the last time we implied such a thing, and it’s admirable in an environment where every single company is plastering “generative AI” across their investor decks in hopes of attracting more dollars. What Schrödinger does is utilize […] The post Is Schrödinger Stock Coming Under Pressure From AI? first appeared on Nanalyze ..read more
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Rocket Lab Goes on the Defensive and Diversifies
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by Peter Rejcek
3w ago
Just about any bit of positive or negative news is enough to send a stock soaring or sinking in today’s meme-ified metaverse of investing. The trend has made the real news events, like year-end earnings reports, seem more anti-climactic than ever. Such was the case a few days ago when Rocket Lab (RKLB) released its […] The post Rocket Lab Goes on the Defensive and Diversifies first appeared on Nanalyze ..read more
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Twist Bioscience: Revisiting Some Major Concerns
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by Nanalyze
3w ago
Synthetic biology is the single most exciting theme we cover, but it’s also been a big disappointment for investors. Harnessing the power of nature sounds easier than it looks. Just over a decade ago, Intrexon went public with their “channel” business model which smelled similar to Ginkgo Bioworks (DNA), another synbio disappointment that purchased Zymergen, […] The post Twist Bioscience: Revisiting Some Major Concerns first appeared on Nanalyze ..read more
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Will the Sun Shine Again for SolarEdge Stock?
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by Nanalyze
1M ago
CEOs are paid exorbitant amounts of money and therefore expected to execute flawlessly. When external factors affect a company, we expect management to be transparent and use their industry expertise to navigate investors through tough times. When guidance gets adjusted three times in a row (cough, cough Planet Labs) it shows that management is detached […] The post Will the Sun Shine Again for SolarEdge Stock? first appeared on Nanalyze ..read more
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10X Genomics Continues Expanding Platform Menu
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by Peter Rejcek
1M ago
When not busy trying to resurrect the wooly mammoth, geneticist George Church spends his time launching new biotech companies at a pace nearly on par with SpaceX sending rockets into space. At last count, he had co-founded or otherwise helped kickstart about 50 different companies – many of which have gained some amount of traction. […] The post 10X Genomics Continues Expanding Platform Menu first appeared on Nanalyze ..read more
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TeamViewer Stock Shows Acceptable Growth
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by Peter Rejcek
1M ago
Regular Nanalyze readers know we’ve worked hard to establish a set of objective criteria for analyzing disruptive tech stocks that evolves over time. That’s because rules-based investing removes human emotion from the equation which can erode portfolio returns over time. Why do passive investment vehicles perform so well against their active counterparts? It’s because they’re […] The post TeamViewer Stock Shows Acceptable Growth first appeared on Nanalyze ..read more
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Why Is indie Semiconductor Stock So Popular?
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by Nanalyze
1M ago
Since our foray into YouTube a few years back we’ve noticed something. The barriers to entry for financial gurus are nada. Anyone with an opinion can start talking about stonks on social media and attract an audience. Bonus points if you post relentlessly about the Holy Trinity – Palantir, Sofi, and Tesla. Most of these […] The post Why Is indie Semiconductor Stock So Popular? first appeared on Nanalyze ..read more
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Rockwell Automation Resumes Revenue Growth
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by Nanalyze
1M ago
Checking in with stocks once a year seems to be the right cadence because it looks past quarterly noise and lets us see meaningful change over time. With limited resources, we’re always left with difficult decisions as to which stocks we should cover. Rockwell Automation (ROK) is a stock we analyzed over three years ago […] The post Rockwell Automation Resumes Revenue Growth first appeared on Nanalyze ..read more
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