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Sensus Tech Insights: Snowflake $SNOW - Part 1
The AI Data Cloud at a crossroads: world-class infrastructure, but at what price? In Part 1, we dive deep into the innovative product of Snowflake.
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Why We Are Rotating Into the UAE - Part 1
Feb 7
33
13
Dynatrace ($DT): Buying the Panic
Mar 1
25
8
18
Zeta Global ($ZETA): The AI Marketing Cloud That Software Bears Are Missing
Mar 11
24
5
14
Why We Are Rotating Into the UAE - Part 2
Feb 21
23
2
5
Investment Thesis
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Zeta Global ($ZETA): The AI Marketing Cloud That Software Bears Are Missing
Why the market's indiscriminate software panic creates an entry into the one MarTech platform where AI is the product instead of a threat.
Mar 11
24
5
14
Dynatrace ($DT): Buying the Panic
Why the same technology destroying other SaaS models is expanding this company's TAM.
Mar 1
25
8
18
Why We Are Rotating Into the UAE - Part 2
Emirates deep-dives, currency peg stress test, bear case analysis, monitoring framework, and the stock shortlist.
Feb 21
23
2
5
Sensus Tech Insights
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Sensus Tech Insights: Snowflake $SNOW - Part 1
The AI Data Cloud at a crossroads: world-class infrastructure, but at what price? In Part 1, we dive deep into the innovative product of Snowflake.
Mar 26
14
1
1
Sensus Tech Insights: Klaviyo $KVYO
Why proprietary behavioural data makes Klaviyo the "Agentic Toll-booth" for the digital economy.
Feb 1
18
4
6
Sensus Research Note: $DT Q2 2026 Earnings Update
A high-quality "beat and raise" driven by enterprise execution, margin expansion, and stabilising growth.
Nov 16, 2025
5
3
3
Weekly Commentary
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Market Commentary
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Sensus Capital Research
Sell-side research focusing on investing into Tech, SaaS and small-cap markets.
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