Andy Lin's Long-term Stock Investment Blog

Some AI software vendors are starting to make money

2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.

How does the cloud-native file database MongoDB make money?

Compared with the relational database that traditionally uses SQL, MongoDB’s database is called a NoSQL database.

Deep dive on Snowflake’s competitiveness

A few days ago, I had a post on Snowflake “What company is Snowflake owned by Buffett? Where is its value?”. This is affiliated article to deep dive on on Snowflake’s competitiveness

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