Sensus Capital Research
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Sensus Capital Research
Independent research focusing on investing into Tech, UAE and China.
10 posts · theirs
Lately
MarTech is Doing Fine
ACM Research (ACMR): Unique Bet on China's Semiconductor Industry
e& (EAND): Q2 2026 Earnings Update - Guidance Raised, Thesis Confirmed
Pre-Earnings Update: DT, KVYO, ZETA and ACMR
e& (EAND): Buying the Conflict Discount on a Business That Didn't Break
Sensus Tech Insights: Snowflake $SNOW — Part 2
Sensus Tech Insights: Snowflake $SNOW - Part 1
Zeta Global ($ZETA): The AI Marketing Cloud That Software Bears Are Missing
Dynatrace ($DT): Buying the Panic
Why We Are Rotating Into the UAE - Part 2
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