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Altimetry Daily Authority
Don't Underestimate a 'Sticky' Business Model
While users weren't happy with this change, they couldn't fight the industry's addiction...
Securities Analyzed
- ADBE
Altimetry Daily Authority
AI Supremacy Will Dictate the Balance of Power
Public and private AI investments could determine global tech dominance...
Securities Analyzed
- MSFT
- NVDA
Altimetry Daily Authority
AI Is Reshaping the Corporate Playbook
These companies are using AI to redefine the future of work in the U.S...
Altimetry Daily Authority
How to Fix DOGE's Data Problem
DOGE isn't scaling back its ambitions... If anything, it's doubling down...
Altimetry Daily Authority
Pick the Right Side of the 'AI Divide'
Being an early beneficiary only works if companies act quickly...
Securities Analyzed
- SWKS
- TTMI
Altimetry Daily Authority
AI Is Coming for U.S. Health Care
This DOGE mandate could dramatically revamp our health care system...
Altimetry Daily Authority
This Is Not a Trade-War Collapse
Companies are navigating the new environment better than the headlines suggest...
Altimetry Daily Authority
What to Buy in the Tariff War Purgatory
These stocks are insulated from much of the short-term pain in a tariff war...
Altimetry Daily Authority
What the Trade-Deficit Panic Is Missing
We don't think this is the right way to look at global trade...
Altimetry Daily Authority
The Deceptive Glow of a Cybersecurity Recovery
The market is pricing this company like a recent mistake is ancient history...
Securities Analyzed
- CRWD