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"So now consensus is that we'll see 3 rate drops over 2024. And so that has made a lot of investors really excited about the prospects for this year. Our experts who work in this space are not as bullish. They're not as excited as I'd say, consensus is." - Xavier Smith., Director of E&I Research, AlphaSense In this 'Friday Coffee Talk,' Xavier delves into hot topics and related companies, offering expert perspectives from former employees, customers, suppliers, and others. The discussion includes: ✅ Secular and cyclical trends driving the residential construction sector ✅ The potential rebound of auto sales due to 2024 interest rates ✅ Fossil fuel and energy trends influencing demand in 2024 ✅ How innovations in agricultural technology are affecting farmer adoption Watch now ⤵ go.alpha-sense.com/wod-corpfs-sec…

An interview with an $ADYEY customer who recently switched from Stripe. The interview is with the COO, who was also, in his previous roles a decision-maker in choosing payment providers: 1. The reasons why he switched from Stripe to $ADYEY. $MSFT ERP support, store credit cards, third-party gift card program, etc. Pricing-wise, it was not the decision because everyone was willing to match the lowest price. 2. At the expert’s company, they do use $PYPL but not Braintree, as it is not as strong of an offering as Stripe or $ADYEY. 3. Despite everything, $PYPL as a % of their transactions has been growing in the last 3 years. From 5-6% three years ago to 11-10% this year. And where $PYPL has taken, most of the share is from Credit cards. 4. The expert sees a lot more competition in payments than he saw a few years ago. Despite everything, $ADYEY is still number 1 in his view. Follow us for more insights into expert interviews.

Former $GOOGL employee and ad industry expert quantifies in detail the effects of AI that he sees on the ad tech and social media space: 1. In 3-5 years, AI will improve the creative side of ad generation, which he estimates will lead to a CPM tailwind of 6% CAGR for the next 4 years. Within that, he sees the biggest benefit going to smaller advertisers who already don't have big teams making a sizeable number of versions of creatives for one campaign – Generative AI changes that now. 2. The second thing is OpEx savings from AI. Advertisers won’t have to allocate that much budget to financing the team or outside agencies and, with it, create savings that will, in his opinion, a lot go to increase the ad budgets. The expert sees that as another 2-3% CAGR to CPM in the next 3-5 years. 3. The expert sees a big opportunity for ad tech companies to harness chat apps now with Generative AI. The benefits of taking share from a $500B global call center industry and channeling some of that savings to ads present a big opportunity, especially for companies like $META, $SNAP. Follow us for more insights into expert interviews.

Former Regional Manager Believes $ADBE Will Continue to Thrive Thanks to Its Innovative Spirit "They're constantly disrupting the market and innovating. That's what it's all about. You cannot sit on your laurels. That is how Adobe has managed to stay at the forefront for so many years because they're constantly innovating, constantly acquiring, and constantly adapting and improving." Call Summary: 1. In the expert's opinion, Adobe has shifted its selling strategy to avoid silos and sell a comprehensive offering 2. Thinks the company's professional services serve as quality assurance in some cases 3. Believes Adobe's leaders foster a culture of continuous improvement Listen to or read the expert call ⤵️ research.alpha-sense.com/?docid=EC-0704…

$SNOW Industry Expert Thinks Cloud/IT Budgets Have Already Hit Bottom and Stand to Continue Improving Through ~2023 "IT budgets, from my understanding, from my discretion, will grow, I think obviously, not by major amounts. I expect it to still grow, but I think this is more around it has to invest in the areas where they see the ROI value. I do not foresee the budgets going into IT to continue and not fall down. I would imagine it to be either marginally go up or at least reasonably go up in numbers." Call Summary: 1. Thinks Cloud/IT budget has already hit bottom and is improving in ~2023 2. In the expert's opinion, Snowflake is well positioned in the hybrid cloud world 3. Believes AI will increase data consumption significantly going forward Listen to or read the expert call ⤵️ research.alpha-sense.com/?docid=EC-0818…

Former Sr. Consultant Believes $VEEV Dominates the Life-Sci Industry and Switching Is Costly Call Summary: 1. In the expert's opinion, #AI could be a way to expand services but this is TBD. 2. Thinks pricing is based on how the products are packaged and delivered, and prices will continue to go up. 3. Believes there are a handful of key issues to understand when thinking about regulatory information management. Listen to or read the expert call ⤵️ research.alpha-sense.com/?docid=EC-0814…

Former Director Thinks $CRM Is Well-Positioned in Brazil, Especially Among Enterprises Call Summary: 1. In the expert's opinion, while competition has increased for general customer relationship management, Salesforce's verticalization of its products helps further differentiate it and extend its growth runway 2. Thinks more recent acquisitions such as Slack and Tableau have not been integrated very well 3. Believes Salesforce has a unique ability to offer its customers a 360-degree view of their customers Read the expert call ⤵️ research.alpha-sense.com/?docid=EC-0808…

Known for his unique "Inflection Investing" approach, @hkuppy specializes in identifying out-of-favor companies where fundamentals are starting to inflect. In this insightful discussion, we dive into: ✅ Macro Inflections: Thematic tailwinds and cycle changes ✅ Event-Driven Inflections: Company transformations and special situations ✅ Case Studies: Analyzing energy and uranium stocks ✅ Historical Perspectives: Synthesizing the past in the investment process Watch the full video ⤵️ go.alpha-sense.com/wod-stm-imp-ec…

Former Tommy Hilfiger Manager Believes $PVH Is Keeping Its Brands Relevant by Effectively Collaborating With Other Brands and Celebrities/Influencers Call Summary: 1. Believes PVH has inventory management advantages through its distribution in outlet stores 2. In the expert's opinion, supply chain disruptions are minimized through seasonless clothing and SKU rationalization (focus on higher margin, higher sell-through products, and reducing the number of products) 3. Thinks there is a significant focus on #ESG and sustainability to attract the next generation of consumer Listen to or read the expert call ⤵️ research.alpha-sense.com/?docid=EC-0723…

Competitor Believes $HPE Is Well-Positioned to Grow Due to the Explosion in AI/ML Demand Call Summary: 1. In the expert's opinion, $NVDA will continue to grow but competition from $INTC, $AAPL, and $AMZN is possible. 2. Believes HPE Greenlake in particular will benefit from increased demand for #LLM. 3. Thinks all segments will benefit from #AI but retail, IT, and financial services are most poised to benefit. Listen to or read the expert call ⤵️ research.alpha-sense.com/?docid=EC-0616…

Former Sr. Director Believes E-Commerce and Covid Normalization Remains a Headwind but $BBY's Strategy Is Appropriate Call Summary: 1. Believes Best Buy is facing slower store traffic but is managing via customer expertise and tech support membership plans 2. Thinks healthcare adjacency may not be integrated well into core Best Buy assets 3. In the expert's opinion, the company adapts and executes relatively quickly Listen to or read the expert call ⤵️ research.alpha-sense.com/?docid=EC-0724…

Is the balance of power among mega-cap tech giants like $AAPL and $MSFT shifting due to the influence of #AI and its potential to reshape business models? Watch this exclusive @StreamRG expert interview featuring Former CEO and Chairman of $GOOGL, Eric Schmidt, and CEO and Chairman of $GS, David Solomon, as they discuss the impact AI is going to have on the mega-cap tech world. Watch the full video: youtu.be/MW9FGwh3wjE

Former Unit Head Thinks Content Restrictions in $AMZN Channels Will Be Extremely Rare Given Its Focus on the Positive Customer Experience "One of the primary drivers, when I came into the business, is to offer customers more optionality and flexibility in video choices, in lieu of customers having to subscribe to a big bundle of video programming like they had to do with cable distributors, for example, or satellite distributors like DIRECTV or DISH. The goal was to offer as many channels as possible, a great breadth of optionality for customers. To make it really easy for customers to actually get what they wanted, make it easy for them to subscribe, and also easy for them to unsubscribe if they no longer wanted to watch that channel." Listen to or read the expert call ⤵️ research.alpha-sense.com/?docid=EC-0623…

Former Director Believes Significant Product Delivery Improvements Have Been Made at $AEO, Which Are Now Being Copied by $GPS Call Summary: 1. Thinks $AEO supply chain has adopted best practices from $AMZN and $TGT. Thinks higher customer satisfaction through faster and more efficient delivery drives a reflexive flywheel of scale and speed. 2. Believes a higher cost of capital due to the changing market environment resulted in testing a smaller number of supply chain solutions. Thinks supply chain success is as much an art as a science. 3. In the expert's opinion, $GPS is following the på†h laid by $AEO, and making similar changes. Listen to or read the expert call ⤵️ research.alpha-sense.com/?docid=EC-0821…

Listen to or read the full expert call "Industry Expert Believes We Are Far From Abstracting Away the Underlying Hardware for Large Language Model Training and Inference" research.alpha-sense.com/?docid=EC-0720…

Engineering challenges remain in scaling up large language model training to thousands of GPUs. Software abstractions are improving but handling node failures gracefully and optimizing data flows across complex network topologies requires experience and learning from failures.

Expert thinks the major challenge in training LLMs is efficiently scheduling and sharding across thousands of GPUs. There are a lot of engineering problems to be solved around node failures, network topology, and data science implications of operating at such massive scale. 🧵