AI

UiPath Investment Thesis!

From SaaS to Agentic AI!

Jan 20 • Ray Myers

10 AI Stocks for 2026!

The year AI applications begin its rise.

Dec 18, 2025 • Ray Myers

Pagaya Investment Case!

Dec 9, 2025 • Ray Myers

Iren 2030-2032 Valuation Model.

Nov 28, 2025 • Ray Myers

IREN, AI Infrastructure Champion!

IREN Investment Case!

Nov 27, 2025 • Ray Myers

Nebius Upgraded 2030 Valuation Estimate!

Q3 2025 Insane Capacity and ARR Guidance Upgrades!

Nov 12, 2025 • Ray Myers

Is AppLovin a Buy?

2030 Valuation Model!

Nov 6, 2025 • Ray Myers

Nebius Valuation Model!

Is Nebius a BUY?

Oct 17, 2025 • Ray Myers

Is Nebius still a Buy?

Updated Nebius Investment Case!

Oct 16, 2025 • Ray Myers

Zeta Valuation Model!

Oct 12, 2025 • Ray Myers

Dissecting Zeta’s 2025 Investor Day.

Oct 11, 2025 • Ray Myers

Exciting AI Infrastructure business poised for strong growth!

WhiteFiber Investment Case!

Oct 9, 2025 • Ray Myers

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