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Dominion And The 'War On Wind'
Seeking Alpha· 2025-09-13 14:18
There’s increasing talk that SaaS is no longer “eating the world.” Instead, analysts point to the risk of AI native companies threatening the business models of these enterprise software firms. I’m recommending investors protect their software-heavy portfoliosDom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Block ...
AES In An Era Of Durable Data-Center Demand
Seeking Alpha· 2025-08-28 21:27
There is increasing talk that SaaS Software is no longer “eating the world.” Instead, analysts point to the risk of AI native companies threatening the business models of enterprise software firms. I’m recommending investors protect their software-heavyDom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Blockchain.h ...