Headlines

    Which Companies Benefit from Generative AI for Content Moderation?

    Executive summary Summary fundamentals (Note: latest-quarter figures are company-reported; market caps reflect public market snapshot at reporting.) Detailed fundamental analysis Where the economics sit: cloud + models + human review Generative AI content moderation operates as a three-layer stack: inference infrastructure (GPUs, networking), platform services (managed LLMs, safety APIs), and human review/outsourcing to resolve edge…

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    Shopify vs BigCommerce 2025 comparison

    Executive summary Summary fundamentals Shopify (SHOP) BigCommerce / Commerce (BIGC) Wix (WIX) – public peer for platform comparison Detailed fundamental analysis Revenue trends and TAM dynamics Shopify’s Q2 result continues an acceleration in revenue and GMV driven by Merchant Solutions and international expansion; GMV rose to $87.8B, demonstrating network effects and larger average merchant transaction…

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    Supermicro vs Dell vs HPE – Who Supplies the AI Datacenter Best?

    Executive summary Summary fundamentals Supermicro (quarter = Q4 FY2025 ended June 30, 2025) Dell Technologies (quarter = Q2 FY2026 ended August 1, 2025) Hewlett Packard Enterprise (quarter = Q3 FY2025 ended July 31, 2025) Detailed fundamental analysis Revenue trends and product mix Margin drivers and operating leverage Balance-sheet strength Valuation multiples (TTM & forward) Momentum…

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