Newsletter
2026/03/26 Will AI Kill Broadridge Financial Solutions (BR)?
Who is responsible when AI makes a mistake?
ZeleFelis
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2026/03/25 Will AI Kill Intuit.INC（INTU）？
A Tax & Tech Giant Under the Impact of AGI: Is Intuit’s Moat Eroding or Being Reshaped?
Newsletter
20260324 Will AI Kill Duolingo(DUOL)?
Introduction: If you’ve used Duolingo daily over the past six months, you’ve witnessed a silent power struggle. From the controversial “Energy System” rollout last Q3—labeled by some as a blatant “cash grab”—to management’s recent strategic pivot and a stock price cooling to a $4.7
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2026/03/23 Rubrik (RBRK): Deconstructing the $10 billion Valuation and AI-Era Asymmetric Odds
I. Valuation Framework: The 7.6x P/S Support Level Rubrik’s current market capitalization of approximately $10 billion (Ticker: RBRK) implies a valuation of roughly 7.6x P/S based on its projected FY2026 revenue of $1.32 billion. While a 7.6x multiple is hardly “cheap” by traditional
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2026/03/22 Will AI Kill Adobe(ADBE)?
Yesterday, I analyzed the topic 2026/03/21 Will AI Kill Dynatrace（DT）? ZeleFelisZeleFelis and concluded that the more AI evolves, the more Dynatrace’s business actually stands to benefit. In contrast, Adobe finds itself in a precarious position today. While its past was undeniably glorious, its future remains shrouded
Newsletter
2026/03/21 Will AI Kill Dynatrace（DT）?
AI is a catalyst rather than a threat for Dynatrace, shifting it from a “nice-to-have” to a “must-have” infrastructure. 1. Why is it “More Needed”? * Surge in Complexity: AI generates massive code and complex LLM architectures. Manual operations are no longer viable; automated monitoring is now mandatory. * New Revenue Streams: