Convequity

Pagaya: From First-Loss Pain to Forward-Flow Discipline

Reassessing Unit Economics Ahead of 3Q25

Nov 6, 2025 • Convequity

6

9

September 2025

Huawei Ascend AI Chip Roadmap & System level performance data

Huawei's latest Ascend AI chip roadmap is breathtaking.

Sep 18, 2025 • Convequity

1

July 2025

Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation

Another older, still highly relevant, note for our paid subscription that we've made free to read on Substack

Jul 27, 2025 • Convequity

4

Convequity's Bi-Annual Review (Pt.1)

We discuss where the alpha lies in the theses for Fortinet, SentinelOne, and Palo Alto Networks

Jul 5, 2025 • Convequity

7

Instacart vs. DoorDash: Depth or Scale — Who Wins the Race for Local Commerce?

And which is the Better Investment Today?

Jul 5, 2025 • Convequity

2

April 2025

The Only Way Not to Be Replaced by AI is to Invest in AI

Why democratizing AI creation might not democratize wealth — and what we can do about it

Apr 10, 2025 • Convequity

1

February 2025

Carvana (CVNA) - Deep Dive & Addressing Hindenburg's Short Claims

We initiate coverage on CVNA with an in-depth analysis of its long-term potential and a response to Hindenburg Research’s recent short report.

Feb 6, 2025 • Convequity

4

August 2024

Snowflake Added to the NDI-FutureTech Portfolio

Discussing the addition of Snowflake into the NDI-FutureTech portfolio, available on eToro.

Aug 11, 2024 • Convequity

1

July 2024

CrowdStrike - A Dive Into The Impact

A look into how the recent Windows crash may affect CrowdStrike's business

Jul 24, 2024 • Convequity

2

April 2024

Palo Alto Networks: SASE, SASO, And Beyond

We discuss why PANW is not well positioned within an evolution of SASE to SASO

Apr 10, 2024 • Convequity

8

1

1

March 2024

Fortinet - A Vision Beyond SASE

We provide reference framework for thinking about Fortinet's future in converged networking and security

Mar 14, 2024 • Convequity

4

October 2023