The definitive intelligence hub for software investors focused on public equities. High-fidelity research on top businesses like Alphabet, unpacking Gemini's best-in-class AI tools across the full tech stack.
Drop your email to instantly unlock the first 3 chapters of our structural analysis detailing Alphabet's core machine learning infrastructure and product pipeline.
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Stop relying on generic horizontal screeners. We use Alphabet ($GOOG) as our lead magnet—showcasing an excellent underlying business and best-in-class Gemini AI tools across the full tech stack.
Wall Street relies on lagging SEC data. We track algorithmic velocity—monitoring Gemini SDK adoption, GitHub commits, and transition cycles to the new Google Tech Stack.
{
"ticker": "GOOG",
"github_commits_30d": 3420,
"velocity": "+185%",
"momentum": "GEMINI_NATIVE",
"new_routes": ["/v1beta/models/gemini-2.5-flash"]
}The software landscape is deeply fragmented. We synthesize market noise into actionable theses and strategic unit-economic playbooks.
An emotionless algorithmic grader acting as a B.S. Detector, stripping away management spin to reveal true structural health across 6 pillars.
Visualizations plot EV/NTM against Rule of 40 Efficiency, allowing investors to instantly verify entry points and bypass legacy P/E methodologies.
We track the Code to predict the Capital. Drop your email to instantly unlock the first 3 chapters of our structural analysis detailing Alphabet's core machine learning infrastructure and tracking the valuation dynamics of the Gemini APIs. Join 10,000+ institutional investors operating at the edge.
Drop your email to instantly unlock the first 3 chapters of our structural analysis detailing Alphabet's core machine learning infrastructure and product pipeline.
Join +10k institutional investors. No spam. Unsubscribe anytime.
Access the ultimate quantitative and qualitative intelligence hub for B2B SaaS investing. Real-time velocity tracking, automated SEC analysis, and institutional dossiers.
We don't track distractions. We track the three structural monopolies dominating the AI transition and the metrics that drive their ultimate valuation.
Gemini Advanced
The native intelligence layer bridging consumer applications to enterprise workflows with an unmatched multimodal context window.
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The initial 3-chapter structural overview is sent instantly to your inbox upon subscription.
Cumulative structural thesis and DCF modeling based on component performance.
Model parity matrices and structural threat assessments against Big Tech.
On-device native LLMs driving the hardware up-cycle.