Timely insights, market analysis, and thought leadership from the Sherlund Partners team, built for decision-makers in AI and enterprise software.
Earnings estimates held while valuations fell; our Silicon & Semis segment hit its lowest forward P/E in nearly four years.
Read More →Our monthly read on the AI value chain: a Q3 rotation that lifted software and cybersecurity while semis and datacenter enablers slipped, hyperscaler capital expenditures tracking to $781bn in 2026, and an exit market whose volume rests on a single deal.
Read More →Agents at every leading frontier lab have broken containment. Why control has to be enforced outside the model, where governance is actually heading, and what a slower agentic adoption curve means for the security, infrastructure and networking layer.
Read More →AI, agentics, and automated coding will not kill software. They expand the market by enabling new automation and intelligence-driven workflows that produce a step function increase in productivity.
Read More →The LLM market is on a path toward commoditization. Durable value requires moving up the tech stack to deliver comprehensive platforms, rich ecosystems, and market leadership.
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