MarTech is Doing Fine
Q2 earnings for our two portfolio companies: Zeta Global and Klaviyo, have shown that AI is clearly a tailwind for the business.
Sensus Capital Research
Independent research focusing on investing into Tech, UAE and China.
Live Last read · last published · next check
Latest posts
ACM Research (ACMR): Unique Bet on China's Semiconductor Industry
China's leading wet-clean equipment maker is riding a structural localisation wave.
e& (EAND): Q2 2026 Earnings Update - Guidance Raised, Thesis Confirmed
EBITDA guidance raised, UAE resilient through the toughest quarter, and every segment delivering on the thesis. We maintain our AED 27.95 price target.
Pre-Earnings Update: DT, KVYO, ZETA and ACMR
Thesis recap, watching points, and where our estimates sit vs. the street.
e& (EAND): Buying the Conflict Discount on a Business That Didn't Break
Initiation of Coverage — a dominant, diversified operator trading 30% below its historical valuation on conflict sentiment it is structurally half-insulated.
Sensus Tech Insights: Snowflake $SNOW — Part 2
AI, competition, financials, and the verdict: is the Data Cloud worth the price?
Sensus Tech Insights: Snowflake $SNOW - Part 1
The AI Data Cloud at a crossroads: world-class infrastructure, but at what price? In Part 1, we dive deep into the innovative product of Snowflake.
Zeta Global ($ZETA): The AI Marketing Cloud That Software Bears Are Missing
Why the market's indiscriminate software panic creates an entry into the one MarTech platform where AI is the product instead of a threat.
Dynatrace ($DT): Buying the Panic
Why the same technology destroying other SaaS models is expanding this company's TAM.
Why We Are Rotating Into the UAE - Part 2
Emirates deep-dives, currency peg stress test, bear case analysis, monitoring framework, and the stock shortlist.