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Great Stratechery interview with SAP's Christian Klein In Feb, I talked about the co's ability to become a massive platform for business intelligence. Amazing to see the thesis validated and become a bigger part of the story. $SAP is next the great cloud transition story

I totally agree, incorporating Rovo (AI copilot) free of charge is the latest example of this founder led company leaning into product led growth

Perfect summary from Benedict Evans on why there is a of lot noise and not that much signal in the AI search debate $GOOG

YouGov $YOU.l are behind the curve on AI

Travel tech platform Trainline $TRN (Europe's leading train & coach app) has seen its shares dip, now trading on c7.1x EV/EBITDA & c.14x PE despite solid underlying profit growth. Investors have a lot of questions, but there are answers. That creates a compelling opportunity.

Cc Lockheed Martin $LMT

Compounding gems have limits. This is a great signal it’s hit one

Doximity $DOCS (Short) - Huge warning Q4 Revenue: 138.3m vs cons. $134 Guidance: Q1 Revenue: $139-$140m vs cons. $143m Q1 EBITDA: $71-72m vs cons. $74.5m FY26 Revenue: $619-631m vs cons. $634m FY26 EBITDA: $333-345m vs cons. $344.5m

tyvm. $DOCS is even worse than 20% haircut. $15-$20 stock.

Kainos $KNOS.L - FY25 Results - Difficult overall, cyclical downturn driving declines in Rev + Profit, WDAY products now 20% of sales. Revenue: -4% yoy, Digital Services -7%, WDAY Services -12%, WDAY products +24% Adj PBT: -20% due to lower utilisation, R&D investment.

If 2x-3x increases in length is true AI may in fact have very good underlying economics for search

It goes unnoticed, but there has been a big improvement in product cadence at $GOOG Gemini 1.5-> Gemini 1.5 Flash, 3 months Gemini 2.0 -> Gemini 2.0 Flash, 2 months Gemini 2.5 -> Gemini 2.5 Flash, less than a month

$GOOG is reaching its ‘Reels’ moment

$GOOG - First step to making every single pixel of YouTube potential ad inventory