Nebius: An Emerging Leader In The AI Infrastructure Space

Veeva's Vault Is Safe-But What About Its CRM Offering

MongoDB's Growth Rate Inflection: Just Over The Horizon

Monday.com: Its Competitive Position And Strategy Are Peerless; What About Its Valuation?

Unity's Potential Turnaround, Will It Pull It Off?

Confluent: After A Strong Quarter And A Share Price Spike Is There More To Come?

Xometry: An Off-The-Radar AI Investment

BILL Holdings: Assessing The Potential For A Growth Inflection

Axon: Public Safety, Technology And Vision-Still A Unique Opportunity

Braze: A Contrarian Call To Buy The Shares In The Autumn Of Their Discontent

Rubrik: A Leading Data Resiliency Solution That Deserves More Attention

Procore: My Pick For An IT Stock Whose Business Can Recover As Interest Rates Start To Fall

Elastic: Is That Elusive Growth Inflection Within View?

Pagaya: Still Unloved, Misunderstood, And Dramatically Undervalued

Reconsidering Doximity Shares: Should Investors Bet On A Sustained Revenue Growth Inflection

Microsoft: Why Now Is A Good Time To Invest In The Shares

Nutanix: A Leader In The Infrastructure Software Space

SentinelOne: GARP Valuation; Hypergrowth Performance

Pure Storage: Market Share Gains And AI Opportunities Make This A Substantial Opportunity

AppLovin: Its Valuation Still Doesn't Reflect Its Growth Opportunities

Zscaler Vs. Crowdstrike: Which Of These Two Great Companies To Buy Now

The AI Investment Race In Software: Snowflake Vs. Palantir

Is It Time To Go Shopping For Shopify Shares?

Sprout Social: Taking Advantage Of Some Tactical Miscues!

Datadog: It's Not Cheap, But The Best Are Rarely On Sale