Market Thesis & Operational Observations.
We are entering a phase where software no longer just assists human action but replaces it entirely. The implications for labor markets are underrated.
In a sea of generic IT services, Persistent has carved a niche as the 'AI Ecosystem Orchestrator.' The $2B revenue roadmap is just the beginning.
Beyond the meme stock narrative lies a company becoming the default operating system for Western enterprise. Institutional accumulation signals the next leg of growth.
Demand for Blackwell is not just 'strong'—it is structural. We are moving from general purpose computing to accelerated computing, and NVIDIA has a 10-year lead.
Moving from Generics to Synthesis. Laurus Labs is investing heavily to become the default partner for global pharma's supply chain diversification.
Firstsource is executing a textbook pivot from BPO to Tech Platform. The market is slowly waking up to the margin expansion story.
From data centers to factory floors, ABB sells the picks and shovels for the two biggest trends of the decade: Electrification and Automation.