
From hype to hard limits: what Coreweave, Dell, and Intuit just told investors
Ruben Dalfovo
Investment Strategist
Is SaaS dead yet? Snowflake and Salesforce show why the obituary feels early
Ruben Dalfovo
Investment Strategist
Umbrellas up: the HALO trade and the return of the “boring” winners
Ruben Dalfovo
Investment Strategist
From GPUs to HALO: earnings week for Nvidia, software, and Berkshire
Ruben Dalfovo
Investment Strategist
The AI stress-test for software stocks: a simple framework to spot disruption risk
Ruben Dalfovo
Investment Strategist
Software’s AI stress test: mapping threats and opportunities across US and Europe
Ruben Dalfovo
Investment Strategist
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