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This week’s #FeatureFriday, U.S. CEO & Group President Anthony Denier highlights AI Portfolio Analysis, a tool designed to help investors explore their holdings from different perspectives and better understand their portfolio. Learn more in the app. Vega AI is an artificial intelligence tool provided for informational and educational purposes...

10,999 просмотров • 3 месяцев назад •via X (Twitter)

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The private markets didn’t have a purpose-built AI agent for portfolio analysis, so we decided to build one. Today, I’m excited to announce the launch of Standard Metrics’ AI Analyst. When we first launched a portfolio-company-specific agent last year, it was an experiment: would investors trust AI to answer questions and provide reporting and analytics for an individual portfolio company? The answer turned out to be a resounding yes. The missing piece was portfolio-wide analysis to answer broader queries like “which of my companies have accelerating revenue growth?” or “create a report of our companies in Europe that are getting low on runway.” These types of analyses are now possible in seconds with our new AI Analyst, which allows for multi-company, portfolio-wide questions across quantitative and qualitative data on Standard Metrics. It’s been incredibly rewarding working with a small set of Beta customers to hone the analyst before today’s release. Many use cases have already emerged, including monitoring risks, creating materials for follow-on investment decisions, and summarizing portfolio performance for LPs. The AI Analyst was a labor of love across every department at Standard Metrics. We’re just getting started and continuing to invest aggressively in new capabilities. Check it out in action at the video below. More on the launch can be found at our blog in comments. 👇

John Melas-Kyriazi

66,764 просмотров • 7 месяцев назад

$EOSE This is my update video on Eos after their Q4 and preliminary Q1 results. We finally had enough new material info to warrant a new video. Since their Q4 results and the brutal drop in their share price, the company has: - Met Q1 guidance. - Largely resolved operational and manufacturing issues (probably). - ⁠Management owned the miss, took responsibility, and is rebuilding trust brick by brick. - The CEO bought $500K worth of stock, and two directors an additional $200K. - Cerberus is doubling down, seen in the appointment of a new Board of Directors seat. This came after appointing a new Chairman and directly investing in $EOSE's supply chain, as well as one of their customers. - Much better visibility into their software issues and fixes, hopefully leading to favorable field data. - Macro: Energy sovereignty tailwinds only getting stronger. - AI energy demand is strongly aligning with zinc’s advantages. I continue to be optimistic about $EOSE ’s potential, and remain a long-term investor. I’m also looking forward to sharing my largest position next week, which has now surpassed Eos. It will be presented in both article and video format. It is also in the renewables space. I believe the thesis will be easy to understand for anyone following Eos. More to come soon. 00:00 Introduction 01:18 Insider Buying + Cerberus Commitment Signals 03:50 Everzinc: Battery Tech & Supply Chain 12:04 Q4 Operational Results 13:59 Software Bottleneck 16:19 Indensity 17:22 Production Progress & Guidance Expectations 22:25 Q1 Results & Analysis 23:01 Customers Pipeline and Additional Orders 29:34 10K Insights + Financials Breakdown 33:54 Catalysts going forward 39:18 Macro Perspective 43:31 $10B+ Company in the Making 46:43 Conclusion Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $EOSE or any other security. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, including family accounts for which I have power of attorney, may currently hold positions in $EOSE and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results.

Lucas Sacerdote🔋

32,367 просмотров • 4 месяцев назад