# lyt (blogs) — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover lyt.

Page: <https://rssamplifier.com/topics/lyt/blogs>  
Feed: <https://rssamplifier.com/topics/lyt/blogs.md>

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## [MarTech is Doing Fine](https://sensuscapital.substack.com/p/martech-is-doing-fine)

_2026-08-15 · Sensus Capital Research · Sensus Capital Research_

Q2 earnings for our two portfolio companies: Zeta Global and Klaviyo, have shown that AI is clearly a tailwind for the business.

## [ACM Research (ACMR): Unique Bet on China's Semiconductor Industry](https://sensuscapital.substack.com/p/acm-research-acmr-unique-bet-on-chinas)

_2026-08-07 · Sensus Capital Research · Sensus Capital Research_

China's leading wet-clean equipment maker is riding a structural localisation wave.

## [e& (EAND): Q2 2026 Earnings Update - Guidance Raised, Thesis Confirmed](https://sensuscapital.substack.com/p/e-and-eand-q2-2026-earnings-update)

_2026-08-03 · Sensus Capital Research · Sensus Capital Research_

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](https://sensuscapital.substack.com/p/pre-earnings-update-dt-kvyo-zeta)

_2026-07-22 · Sensus Capital Research · Sensus Capital Research_

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](https://sensuscapital.substack.com/p/e-and-eand-the-market-is-pricing)

_2026-07-10 · Sensus Capital Research · Sensus Capital Research_

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](https://sensuscapital.substack.com/p/sensus-tech-insights-snowflake-snow-602)

_2026-04-19 · Sensus Capital Research · Sensus Capital Research_

AI, competition, financials, and the verdict: is the Data Cloud worth the price?

## [Sensus Tech Insights: Snowflake $SNOW - Part 1](https://sensuscapital.substack.com/p/sensus-tech-insights-snowflake-snow)

_2026-03-26 · Sensus Capital Research · Sensus Capital Research_

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](https://sensuscapital.substack.com/p/zeta-global-zeta-the-ai-marketing)

_2026-03-11 · Sensus Capital Research · Sensus Capital Research_

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](https://sensuscapital.substack.com/p/dynatrace-dt-buying-the-panic)

_2026-03-01 · Sensus Capital Research · Sensus Capital Research_

Why the same technology destroying other SaaS models is expanding this company's TAM.

## [Anthony Ettinger on LinkedIn (Sponsored)](https://crawlproof.com/a/JsCAmBEWVsgW)

_2026-03-01 · **Sponsored**_

Public LinkedIn profile at linkedin.com/in/anthonyettinger.

## [Why We Are Rotating Into the UAE - Part 2](https://sensuscapital.substack.com/p/why-we-are-rotating-into-the-uae-847)

_2026-02-21 · Sensus Capital Research · Sensus Capital Research_

Emirates deep-dives, currency peg stress test, bear case analysis, monitoring framework, and the stock shortlist.