Invest-4-Tomorrow with Kaye

I’m building a long-term thesis on $RIVN. Not as a quick trade. Not as hype. The question I’m asking: Is Rivian just another risky EV company, or is it quietly building one of the most important software-defined vehicle platforms in the U.S.? R2 is the proof gate. VW, Amazon, and Uber are the validation layers. My full thesis: open.substack.com/pub/invest…

As agents do work, $MNDY, $ASAN and $TEAM could gain usage, retention and paid automation. Offsets could include fewer seats, AI delivery costs and pricing pressure. More useful software is not automatically a better business. Who captures the value? invest4tomorrow.substack.com…

I have to say the buying process of $RIVN is not as stellar as they say 😒 The delivery team has been struggling. @Rivian

Watch the denominator: $MNDY: AI share of net new ARR $ASAN: AI share of net new ARR $TEAM: enterprise adoption These are not total AI revenue or profit. Even similar labels may hide different definitions. A big AI percentage is not a winner ranking. invest4tomorrow.substack.com…

I remember lot of accounts were busy pumping $RDDT 😉

Atlassian ($TEAM) connects tasks, knowledge, code, incidents and permissions. An agent could become the interface while still needing that context. Rovo adoption is not proof of incremental AI profit. Paid usage must justify valuation expectations. invest4tomorrow.substack.com…

Q3 earnings tonight for $RIVN. We’ve already seen deliveries climb to 19,248. Now I want to hear more about R2. Production ramp, reservation conversions, supplier constraints, and automotive profitability. These are the numbers that matter to my long-term thesis. Let’s see what RJ delivers. Here’s my original thesis: invest4tomorrow.substack.com…

Asana ($ASAN), Q2 FY2027 snapshot: Revenue $216.4M, +10% Retention 97% AI: ~25% of net new ARR. Paid AI traction can coexist with customer contraction. AI contribution margins are lower than seats. Can AI restore expansion AND improve economics? invest4tomorrow.substack.com…

Monday.com ($MNDY), Q2 2026: Revenue $364.6M, +22% Retention 109% AI: 17% of NET NEW ARR—not total revenue. Next-quarter growth outlook: 16–17%. Can custom apps and paid automation drive profitable expansion? Familiarity alone is not a buy thesis. invest4tomorrow.substack.com…

Our VP of IT and I plan a monday vibe app on Monday.com ($MNDY), connecting onboarding, tickets and software inventory. Agents already support processes. This app is NOT implemented; no savings measured. The interface may change. The platform stays. invest4tomorrow.substack.com…

Fewer screens may not mean less software. AI agents could replace the interface while relying more on the platform underneath. Monday.com ($MNDY): flexible workflows Asana ($ASAN): coordination Atlassian ($TEAM): technical context Who gets paid? invest4tomorrow.substack.com…

Excited for my R2, but the post-VIN experience needs some work. Emails, ticket, chat, calls… and I’m still coordinating between the bank and Rivian myself without a direct delivery-team contact. @Rivian, one named point of contact and a clear escalation path for exceptions would go a long way. The car can be amazing. The buying experience needs to keep up. $RIVN

AI infrastructure must prove business value. Layer 6 asks whether it lowers costs, raises productivity and drives profitable growth. ServiceNow ($NOW) is my clearest thesis. Salesforce ($CRM) and SAP ($SAP) show other paths. No forced winner. invest4tomorrow.substack.com…

Don't count Google out! They have a technical edge and a strong affinity for the 100 million average, a key indicator worth watching on their charts. #Google #TechStocks #Investing

Palantir soars 8% today! The market shows mixed signals: Nvidia dips, but Apple, Google, Microsoft, Amazon, and Tesla are in the green. Earnings season kicks off this week with big names reporting. #StockMarket #Investing

The narrative that AI will completely disrupt SaaS has subsided. This means SaaS stocks are likely to rebound, and the sector is already coming back strong. We've seen a significant move from 74 to 112 since February. #SaaS #TechStocks

Article research snapshot: $NOW ~8.8× estimated FY2026 revenue $CRM ~4.8× estimated FY2027 revenue $SAP ~5.3× estimated FY2026 revenue Not live valuations or a ranking. Growth, fiscal years, risks and monetization models differ. invest4tomorrow.substack.com…

The US AI landscape is dominated by 4 big models: Anthropic, OpenAI, Elon's X AI, and Google. Meta also plays a role, but Microsoft's Copilot uses other models and is considered weak. #AI #Tech #Business

Enterprise AI adoption is real. Incremental profit is harder to measure. $NOW reports AI ACV. $CRM reports ARR. $SAP monetizes through included features and AI Units. Those metrics are not comparable—and none automatically equals new profit. invest4tomorrow.substack.com…

Speculative stock trading requires profit-taking. Holding through massive swings from $1.50 to $50 and back down to $14 means you're neither a good investor nor a trader. Secure your gains! #TradingTips #Investing #StockMarket