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The SaaS Sell-Off Is Creating a Buying Opportunity We Won’t See Again. But We’re Not at the Bottom Yet.
Why Enterprise Systems of Record Are the Wrong Target for the AI Disruption Narrative - and What Makes Them Stronger Going Forward
Feb 24
•
El Davidmeister
What Does the Wiring Actually Look Like?
Salesforce (CRM), ServiceNow (NOW), Workday (WDAY) — Part II
Feb 18
•
El Davidmeister
1
1
The Vibe-Coded Enterprise: Why You Can’t Sue a Prompt
Salesforce (CRM), Workday (WDAY), ServiceNow (NOW) & Atlassian (TEAM)
Feb 12
•
Charlie the Elephant
16:57
The Vibe-Coded Enterprise
Salesforce (CRM), Workday (WDAY), ServiceNow (NOW) & Atlassian (TEAM)
Feb 11
•
El Davidmeister
1
The $390 Billion Bet on Second Place
Advanced Micro Devices: AMD
Feb 8
•
El Davidmeister
1
The Theory of the Infinite Turnstile
Uber Technologies: UBER
Feb 5
•
El Davidmeister
1
ASML: The Monopoly Priced For Perfection
ASML
Feb 5
•
Charlie the Elephant
1
13:33
The $491 Million Sleight of Hand
MongoDB: MDB
Feb 5
•
El Davidmeister
2
The Theory of the €350 Million Flashlight
ASML Holdings: ASML
Feb 2
•
El Davidmeister
January 2026
The Alpha in the Alpine: How Amer Sports Engineered the Perfect Peak
Amer Sports (NYSE: AS)
Jan 28
•
El Davidmeister
1
The $2.5 Billion Ghost in the Machine
Coinbase Global, Inc. (COIN)
Jan 26
•
El Davidmeister
2
The 100x Anomaly: Inside the 2026 Financial sector’s High-Stakes Poker Game
Capital One (COF), Morgan Stanley (MS), Bank of America (BAC), U.S. Bancorp
Jan 17
•
El Davidmeister
2
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