In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT following the announcement that IBM would acquire the company for $11 billion, or $31 per share. We initiated a new investment position in GitLab (GTLB), a Dev/Sec/Ops software platform vendor that he...
Amplitude traded mostly sideways last year, despite building momentum. The stock looks poised to gain in 2026 as revenue growth is accelerating and it's tapping the power of AI.
SAN FRANCISCO--(BUSINESS WIRE)--Amplitude, Inc. (Nasdaq: AMPL), the leading AI analytics platform, today announced that it will release its financial results for the fourth quarter and full year of 2025 after market close on Wednesday, February 18, 2026. Amplitude will host a video webcast that day at 2:00 PM PT to discuss its financial results and provide its financial outlook for the first qu...
SAN FRANCISCO--(BUSINESS WIRE)--Amplitude, Inc. (Nasdaq: AMPL) has acquired InfiniGrow, an AI marketing analytics company. The acquisition reinforces Amplitude's focus on making analytics actionable and helping marketers move faster, make smarter decisions, and drive business outcomes from a single platform. Marketers have more data than ever, but acting on it is hard. Too often, insights live ...
Alphabet's growing AI ecosystem creates compelling growth tailwinds for this quality business. SoundHound's voice and conversational AI solutions have caught the attention of major clients.
Stocks have soared over the last three years, but we could see a different set of winners in 2026. Sweetgreen is down 77% in 2025, but it looks due for a turnaround.
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