The SaaS selloff threw out babies with bathwater; companies with network effects (Spotify, Roblox), low revenue share (Shopify), and infrastructure moats (Twilio) have rebounded sharply, wh…

AI expands the attack surface, making cybersecurity platforms more critical; Palo Alto Networks (+121%) and CrowdStrike (+107%) demonstrate the sector's resilience, reinforced by CEO inside…

As AI agents and code generation expand attack surfaces, cybersecurity becomes more critical, not less, driving 100%+ returns for platform leaders like Palo Alto Networks (+121%) and CrowdS…

Infrastructure that AI agents will call (telecom, payments, identity) rather than recreate has durable moats; Twilio's carrier relationships and spam reputation systems make it indispensabl…

Companies providing hard-to-replicate infrastructure (carrier relationships, spam filtering, regulatory compliance) that AI agents will need to interact with the physical world are being re…

Frontier AI labs are treating world/video models as strategic capabilities alongside inference optimization; Decart's potential acquisition by Anthropic at a 50% premium to its last $4B val…

World/video models are emerging as a critical frontier AI capability alongside inference optimization, with Anthropic reportedly acquiring Decart for $6B, marking the first major frontier l…