Archive - Inder's Desk

Gemini Can Lose. Google Still Gets Paid.

GCP is compounding, Gemini is slipping, and Alphabet is positioned to profit from the AI race either way.

10 hrs ago • Inder Sabharwal

$TEAM: the market said AI agents would kill Jira. Atlassian is making Jira their boss.

Deep-dive into Atlassian. Published 2026-08-06 ET, covering the Q3 and Q4 FY2026 prints.

Aug 7 • Inder Sabharwal

Market Signals - Sunday August 2, 2026

Are stocks begining to price in the companies which will benefit from cheaper models and the agent economy?

Aug 3 • Inder Sabharwal

July 2026

The SAL Liquidation Watchlist: What Citadel May Be Liquidating

July 31, 2026 · Reference Table. Brought to you by SignalDeck.live.

Jul 31 • Inder Sabharwal

Amazon's $220B Capex Guide, the $496B Backlog, and the Fine Print Inside a Blowout Quarter

AWS delivered its fastest growth in 18 quarters, backlog surged to $496 billion, and advertising accelerated. The capex bill is enormous—but the growth…

Jul 31 • Inder Sabharwal

The Capex Number Nobody Can Call a Peak Anymore

Premarket briefing, Friday July 31, 2026, 8:30 AM ET.

Jul 31 • Inder Sabharwal

Podcast Companion: No FOMO

Today’s rebound will create FOMO among investors who were not positioned. But one strong day does not mean the opportunity has passed.

Jul 31 • Inder Sabharwal

3:22

The market has moved sharply, but if a new uptrend is beginning, the larger opportunity may still lie ahead.

Jul 31 • Inder Sabharwal

Premarket Briefing, July 29, 2026

8:28 AM ET / July 29, 2026 (Wednesday). Your daily premarket briefing, brought to you by SignalDeck.live.

Jul 29 • Inder Sabharwal

The Real Story Inside SK Hynix’s Record Quarter.

A paper gain distorted the numbers, but the underlying HBM business delivered something remarkable—and its new contracts could matter even more.

Jul 28 • Inder Sabharwal

Podcast Companion: The Bull Case for GitLab

Jul 28 • Inder Sabharwal

13:01

The Bull Case for GitLab

GitLab (NASDAQ: ) reported its latest quarter on June 2, 2026. Price data as of July 28, 2026.

Jul 28 • Inder Sabharwal

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