Topic

technology

Everything our editor has picked under this tag, best first.

Meta On the Offense!

Meta’s Muse Spark 1.1 targets agentic enterprise work, backed by employee workflow data and 3,000 engineers building reinforcement-learning…

Adobe Business History

Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…

Adobe Deep Dive

Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…

[VRSK] Verisk has standards

Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.

IMMR · long 2026-04-30

Immersion CORP

Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.

NTCYF · short 2026-04-28

Netcompany

Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.

TTAN · long 2026-04-26

Servicetitan INC

ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services…