$SNOW Industry Expert Thinks Cloud/IT Budgets Have Already Hit Bottom and Stand to Continue Improving Through ~2023 "IT budgets, from my understanding, from my discretion, will grow, I think obviously, not by major amounts. I expect it to still grow, but I think this is more around it has to invest in the areas where they see the ROI value. I do not foresee the budgets going into IT to continue and not fall down. I would imagine it to be either marginally go up or at least reasonably go up in numbers." Call Summary: 1. Thinks Cloud/IT budget has already hit bottom and is improving in ~2023 2. In the expert's opinion, Snowflake is well positioned in the hybrid cloud world 3. Believes AI will increase data consumption significantly going forward Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Former Sr. Consultant Believes $VEEV Dominates the Life-Sci Industry and Switching Is Costly Call Summary: 1. In the expert's opinion, #AI could be a way to expand services but this is TBD. 2. Thinks pricing is based on how the products are packaged and delivered, and prices will continue to go up. 3. Believes there are a handful of key issues to understand when thinking about regulatory information management. Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Former Director Thinks $CRM Is Well-Positioned in Brazil, Especially Among Enterprises Call Summary: 1. In the expert's opinion, while competition has increased for general customer relationship management, Salesforce's verticalization of its products helps further differentiate it and extend its growth runway 2. Thinks more recent acquisitions such as Slack and Tableau have not been integrated very well 3. Believes Salesforce has a unique ability to offer its customers a 360-degree view of their customers Read the expert call ⤵️ research.alpha-sense.com?doc…

Known for his unique "Inflection Investing" approach, @hkuppy specializes in identifying out-of-favor companies where fundamentals are starting to inflect. In this insightful discussion, we dive into: ✅ Macro Inflections: Thematic tailwinds and cycle changes ✅ Event-Driven Inflections: Company transformations and special situations ✅ Case Studies: Analyzing energy and uranium stocks ✅ Historical Perspectives: Synthesizing the past in the investment process Watch the full video ⤵️ go.alpha-sense.com/wod-stm-i…

Former Tommy Hilfiger Manager Believes $PVH Is Keeping Its Brands Relevant by Effectively Collaborating With Other Brands and Celebrities/Influencers Call Summary: 1. Believes PVH has inventory management advantages through its distribution in outlet stores 2. In the expert's opinion, supply chain disruptions are minimized through seasonless clothing and SKU rationalization (focus on higher margin, higher sell-through products, and reducing the number of products) 3. Thinks there is a significant focus on #ESG and sustainability to attract the next generation of consumer Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Competitor Believes $HPE Is Well-Positioned to Grow Due to the Explosion in AI/ML Demand Call Summary: 1. In the expert's opinion, $NVDA will continue to grow but competition from $INTC, $AAPL, and $AMZN is possible. 2. Believes HPE Greenlake in particular will benefit from increased demand for #LLM. 3. Thinks all segments will benefit from #AI but retail, IT, and financial services are most poised to benefit. Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Former Sr. Director Believes E-Commerce and Covid Normalization Remains a Headwind but $BBY's Strategy Is Appropriate Call Summary: 1. Believes Best Buy is facing slower store traffic but is managing via customer expertise and tech support membership plans 2. Thinks healthcare adjacency may not be integrated well into core Best Buy assets 3. In the expert's opinion, the company adapts and executes relatively quickly Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Former Unit Head Thinks Content Restrictions in $AMZN Channels Will Be Extremely Rare Given Its Focus on the Positive Customer Experience "One of the primary drivers, when I came into the business, is to offer customers more optionality and flexibility in video choices, in lieu of customers having to subscribe to a big bundle of video programming like they had to do with cable distributors, for example, or satellite distributors like DIRECTV or DISH. The goal was to offer as many channels as possible, a great breadth of optionality for customers. To make it really easy for customers to actually get what they wanted, make it easy for them to subscribe, and also easy for them to unsubscribe if they no longer wanted to watch that channel." Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Former Director Believes Significant Product Delivery Improvements Have Been Made at $AEO, Which Are Now Being Copied by $GPS Call Summary: 1. Thinks $AEO supply chain has adopted best practices from $AMZN and $TGT. Thinks higher customer satisfaction through faster and more efficient delivery drives a reflexive flywheel of scale and speed. 2. Believes a higher cost of capital due to the changing market environment resulted in testing a smaller number of supply chain solutions. Thinks supply chain success is as much an art as a science. 3. In the expert's opinion, $GPS is following the på†h laid by $AEO, and making similar changes. Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Expert thinks the major challenge in training LLMs is efficiently scheduling and sharding across thousands of GPUs. There are a lot of engineering problems to be solved around node failures, network topology, and data science implications of operating at such massive scale. 🧵

Former Salesperson Thinks $TTD Is One-Stop-Shop for Agencies and Advertisers Call Summary: 1. Thinks The Trade Desk doesn't have a strong position in financial/healthcare. Believes there are a lot of healthcare targeting issues due to data regulation. 2. Believes The Trade Desk has a really great culture with a lot of collaboration. 3. In the expert's opinion, the ability to import first-party data and make it so seamless and not have to charge extra for it, is a reason why The Trade Desk is going to be so big in the market. Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Former Sr. Manager Thinks $AAPL's Intention in Financial Services Is to Be the Leader in Frictionless and Secure Payments Call Summary: 1. Believes Apple desires to build the best-in-class payments experience and win in the marketplace by staying focused on better integration within its ecosystem 2. Sees Apple's Apple Pay remaining focused on growing market awareness and penetration across the world Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Distributor Believes $SPLK Is Very Flexible in Adapting to Customer Needs and More Use Cases Will Be Discovered Over Time Call Summary: 1. Thinks Splunk's core strength is the non-relational database technology which stores data as it is and the market has migrated to it from $ORCL and others. 2. Believes a big threat is from $MSFT's and $GOOGL's offering more of these services on top of their cloud offerings. 3. In the expert's opinion, Splunk benefits from both on-prem and cloud use cases. Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

The Future of #GenerativeAI in Business: Q&A With Former $GOOGL Chairman & CEO, Eric Schmidt, and $GS Chairman & CEO, David Solomon In this exclusive interview Eric Schmidt, Co-Founder of Schmidt Futures and Former CEO & Chairman of Google, as well as David Solomon, Chairman and CEO of Goldman Sachs, discuss the biggest questions in #AI today—from the economic potential of generative AI to how AI will reshape the mega-cap tech world, society, work, and geopolitics. Listen to or read this interview ⤵️ research.alpha-sense.com?doc…

Customer Believes $WDAY Is the One-Stop Shop Leader for HR and People Management Software Call Summary: 1. In the expert's opinion, it's a more streamlined and lower-cost product for mid-sized organizations and is an exciting growth area. 2. Believes its tools are very powerful but costs are high, upfront payment is required, and implementation time can be ~6-12 months, and if the implementation isn't done correctly, it can be very costly and time-consuming to fix. 3. Thinks marketplace solutions offered by $ADP and others are segmenting the market with a potentially better offering, depending on use cases. Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Customer Thinks $SNOW Plays an Essential Part in #AI Infrastructure With Data Assets "If it's in marketing analytics, the more data you have, the more likely you probably are going to start working with Snowflake in order to do CDP or identify and enrich and providing advanced analytics as well as machine learning and AI, that you're going to be more sophisticated enterprises." Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…