2 Reports

PLTR

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Snowflake: The Data Cloud’s AI Metamorphosis

Snowflake's transformation from cloud data warehouse to AI platform is happening faster than most investors realize. With 5,200+ customers actively using AI weekly and Cortex driving 15-35% customer expansion, the company has moved beyond PowerPoint promises to actual revenue impact. But success breeds competition - Databricks is fighting back with 50/50 win rates in direct battles, hyperscalers are commoditizing data platforms, and customer FinOps teams are starting to scrutinize consumption-based pricing.
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Identifying AI Mirage Stocks: Companies Riding the AI Hype Without Substance

The explosive interest in artificial intelligence (AI) has transformed markets, leading many companies to aggressively market themselves as AI-driven businesses. However, beneath the excitement, many "AI Mirage Stocks" - companies that promise transformative AI capabilities without credible substance - have emerged. These firms often boast inflated valuations, questionable AI product claims, elevated insider selling, and high short interest from skeptical institutional investors.