<![CDATA[Inder's Desk: Research Notebook]]>https://www.indersdesk.com/s/research-notebookhttps://substackcdn.com/image/fetch/$s_!U-bN!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F803267ed-debd-4741-96d7-1c6675b5b31a_1024x1024.pngInder's Desk: Research Notebookhttps://www.indersdesk.com/s/research-notebookSubstackThu, 24 Sep 2026 07:21:19 GMT<![CDATA[Inder's Desk Premarket Scan]]>https://www.indersdesk.com/p/signaldeck-premarkethttps://www.indersdesk.com/p/signaldeck-premarketFri, 14 Aug 2026 13:00:17 GMT

Scoreboard

Growth and surprise figures are what a score alone can’t show — shown beside every name so a SKIP tag, or a non-earnings catalyst call, is auditable, not just asserted. “EPS gr” here is trailing fiscal-year growth from the screener feed, not quarter-over-quarter — today’s two fresh-EP names (Nu, Sigma Lithium) aren’t yet in the table this skil…

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]]><![CDATA[The Micron Re-Rating]]>https://www.indersdesk.com/p/the-micron-re-ratinghttps://www.indersdesk.com/p/the-micron-re-ratingMon, 10 Aug 2026 17:29:44 GMTMicron’s valuation has broken out of its historical memory-cycle range. The stock approached 1x book near troughs and peaked around 3.5x during stronger periods. Today it trades near 10x after an 800% run this year. The market is pricing a future in which AI and HBM permanently change Micron’s earnings power and business quality.

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]]><![CDATA[Google Is Becoming a Compute-First Company]]>https://www.indersdesk.com/p/google-is-transforming-in-a-cloudhttps://www.indersdesk.com/p/google-is-transforming-in-a-cloudSun, 09 Aug 2026 06:50:19 GMT

What the company does and how it makes money

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]]><![CDATA[$SPCX: A Broadband and AI Compute Company With a Rocket Program Attached]]>https://www.indersdesk.com/p/spcx-a-broadband-and-ai-compute-companyhttps://www.indersdesk.com/p/spcx-a-broadband-and-ai-compute-companyWed, 05 Aug 2026 17:15:53 GMT

Data as of the Q2 2026 10-Q and same-day earnings call, August 4, 2026. Call statements are management commentary, unaudited and not part of the filing. Not investment advice.

SpaceX just filed its first quarterly report as a public company, and it confirms what the merger chain (Twitter into xAI in March 2025, xAI into SpaceX in February 2026) already…

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]]><![CDATA[DigitalOcean’s AI Pivot Is Accelerating. Can the Economics Keep Up?]]>https://www.indersdesk.com/p/digitalocean-opened-down-11-now-uphttps://www.indersdesk.com/p/digitalocean-opened-down-11-now-upTue, 04 Aug 2026 17:22:34 GMT

What the company does and how it makes money

Source: digitalocean.com/products.

  • DigitalOcean is trying to provide everything needed to build and run an AI application:

    • It’s own GPUs and data centers, traditional cloud infrastructure and access to more than 70 AI models through one connection.

    • Tools that give models access to private company data and mana…

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]]><![CDATA[Premarket Report, Tuesday, August 4, 2026]]>https://www.indersdesk.com/p/premarket-report-tuesday-august-4https://www.indersdesk.com/p/premarket-report-tuesday-august-4Tue, 04 Aug 2026 13:24:38 GMT

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]]><![CDATA[$PLTR: a sovereign-AI arms dealer printing 93% growth, with America driving ~90% of the new revenue]]>https://www.indersdesk.com/p/pltr-a-sovereign-ai-arms-dealer-printinghttps://www.indersdesk.com/p/pltr-a-sovereign-ai-arms-dealer-printingTue, 04 Aug 2026 12:39:29 GMT

What The Company Does And How It Makes Money

  • Palantir sells operating-system software for institutions: Gotham for defense and intelligence, Foundry for corporations, and AIP (its Artificial Intelligence Platform, the layer that puts LLMs to work on a customer’s own data) across both.

  • US government: $809M, 42% of revenue, +90% Y/Y. The original franchis…

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]]><![CDATA[The Bull Case for GitLab $GTLB]]>https://www.indersdesk.com/p/the-bull-case-for-gitlab-gtlbhttps://www.indersdesk.com/p/the-bull-case-for-gitlab-gtlbSun, 02 Aug 2026 20:32:21 GMT

Deep-dive, July 28, 2026. GitLab (NASDAQ: $GTLB) reported its latest quarter on June 2, 2026. Price data as of July 28, 2026. A snapshot in time, not auto-updated. Educational only, not financial advice, we never predict where a stock is headed.

📊 Read this on SignalDeck.live.

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