Alkami: The Data Advantage In Addition To AI

Company Performance - Alkami Technology (NASDAQ: ALKT) is currently trading at $34.7, significantly below its 2021 high of$47.7 [1] - The company achieved over 40% gains last year, outperforming the S&P 500 [1] Analyst Background - The analyst has 25 years of investing experience and a background in IT, serving as the Director of Keylogin InfoTech [1] - The analyst's research is analytics-driven and frequently utilizes charts to support positions [1] - The analyst has experience in virtualization, cloud, and telecommunications, having worked as a team leader and project lead in telcos [1] Investment Approach - The analyst adopts a moderate investment strategy, focusing on capital preservation and direction, influenced by losses during the Global Financial Crisis [1] - The analyst's investment journey began with mutual and indexed funds before transitioning to individual stocks, gaining significant experience during the 2008/2009 crash [1] Research Focus - The analyst writes on themes such as automated supply chains, Generative AI, telcos Capex, the deflationary nature of software, and semiconductors, often taking a contrarian approach [1] - The analyst also covers biotechs with a "techbio" focus [1]