How to get "LLM ready"？ 作者：Max 今年三月 GTC 的热潮里，似乎每个人都在寻找能够解锁金矿的钥匙。RL（强化学习）、Agentic AI，似 乎每一个词都对应着一个几十倍上百倍估值暴涨潜力的创业公司，和新的造富神话。如果共识真能造 福，可能经济周期就不应该存在了。 热潮之外，有一类创业公司像个异类。不需要大量融资，A 轮的钱还没花完就已经实现盈亏平衡，投资 人因为毛利率偏低或规模化挑战对其不屑一顾，认为它们配不上"几周内 ARR 破千万"的 AI 速度神话。 他们的位置特别像早期的 Palantir。 这些公司往往由前 Palantir 员工创办，进而掌握了这一轮服务拉动增长的衣钵，比如 Distyl.ai 的 CEO Arjun Prakash，曾在 Palantir 负责销售、Snorkel AI 负责数据新产品，正是这种深厚的贴合企业数据和落 地端的技术经验让他们能够看到真正的痛点。然而，这样的背景和实际的商业成果在当前的投资环境中 似乎并不被看重。就像创始人 Alex Karp 在 2025 年给股东的信中坦言："公司快速增长之前，公司和团队 承受了外界多年的嘲笑和冷遇， ...

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices involving Confluent, Inc. and its officers or directors, following a significant drop in the company's stock price after disappointing financial results [1][3]. Financial Performance - On July 30, 2025, Confluent reported its second-quarter financial results, indicating that consumption growth was negatively affected by ongoing optimization efforts, with month-over-month trends lagging behind previous years [3]. - The company's Chief Financial Officer noted that an AI-native customer shifted towards self-management of internal data platforms, leading to a reduction in Confluent Cloud usage [3]. - Following the earnings announcement, Confluent's stock price decreased by $8.68 per share, representing a decline of 32.86%, closing at $17.73 per share on July 31, 2025 [3].

Group 1 - Some investors may find it challenging to understand the operations of certain technology companies, which could deter them from investing [1] - The author has a background in engineering and a strong interest in technology stocks, indicating a trend among investors with technical expertise gravitating towards tech investments [1] Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [2] - It highlights that the views expressed may not represent the opinions of the entire platform, indicating a diversity of perspectives among analysts [2]

Core Insights - The article discusses potential investment opportunities in CFLT, indicating a possible long position in the stock within the next 72 hours [1]. Group 1 - The analyst has no current stock or derivative positions in the companies mentioned but may initiate a beneficial long position in CFLT [1]. - The article expresses the author's own opinions and is not influenced by compensation from any company [1]. - There is no business relationship with any company whose stock is mentioned in the article [1].

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Confluent, Inc. regarding possible violations of federal securities laws and unlawful business practices affecting stockholders [1][2]. Investigation Details - The investigation is focused on whether Confluent has engaged in practices that may have harmed investors, particularly in light of recent financial disclosures [2]. - Investors who have suffered losses and are interested in discussing their legal rights are encouraged to contact the law firm [3]. Company Financial Performance - On July 30, 2025, Confluent announced its second-quarter financial results, revealing that consumption growth was negatively impacted by ongoing optimization efforts and a shift by an AI-native customer towards self-management of data platforms [6]. - Following this announcement, Confluent's stock price dropped by $8.68 per share, or 32.86%, closing at $17.73 per share on July 31, 2025 [6].

LOS ANGELES, Aug. 19, 2025 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz continues its investigation of Confluent, Inc. (“Confluent” or the “Company”) (NASDAQ: CFLT) on behalf of investors concerning the Company’s possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON CONFLUENT, INC. (CFLT), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On July 30, 2025, after market hours, Confluent released its secon ...

LOS ANGELES, Aug. 14, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Confluent, Inc. ("Confluent" or "the Company") (NASDAQ: CFLT) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Confluent announced its Q2 2025 financial results on July 30, 2025. The Company ...

Core Viewpoint - Confluent's stock has experienced a significant decline due to slowing growth, but there are potential long-term recovery opportunities, particularly with the rise of AI applications [1][2]. Financial Performance - Confluent reported a 20% year-over-year revenue increase to over $282 million and a 50% increase in earnings per share to $0.09 [4]. - The company has slightly increased the lower end of its 2025 revenue guidance, indicating a positive outlook despite current challenges [6]. Growth Challenges - Growth has been hindered by customer optimization initiatives, leading to a forecast of slower sales growth in the second half of the year [5]. - The remaining performance obligations (RPO) increased by 31%, indicating a growing backlog of unfulfilled contracts, which could support future revenue growth [7]. AI Adoption Potential - Confluent anticipates a significant boost from AI service adoption, expecting production AI use cases to grow 10 times across several hundred customers by 2025 [9]. - The company is seeing increased usage of its platform for real-time AI workloads, which could attract more customers [8]. Valuation and Investment Opportunity - Confluent's stock is currently trading at an attractive valuation of 5 times sales, significantly lower than its five-year average and the U.S. technology sector average of 8.4 times [12]. - Analysts expect mid-teens revenue growth over the next couple of years, with potential for outperformance due to improving revenue backlog [13]. - If revenue reaches $1.57 billion by 2027 and trades at 7 times sales, the market cap could increase by 86% to $11 billion [15].

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices involving Confluent, Inc. and its officers or directors, following a significant drop in the company's stock price after disappointing financial results [1][3]. Financial Performance - On July 30, 2025, Confluent announced its financial results for Q2 2025, indicating that consumption growth was negatively affected by ongoing optimization, with month-over-month trends lagging behind previous years [3]. - The company's stock price fell by $8.68, or 32.86%, closing at $17.73 per share on July 31, 2025, following the earnings call [3]. Legal Investigation - Pomerantz LLP is actively seeking claims from investors of Confluent, suggesting that there may be grounds for a class action lawsuit due to the alleged securities fraud [1].

If you wanted to watch a movie at home 20 years ago, you would have to buy or rent a DVD. Today, streaming platforms like Netflix store movies in data centers and feed them directly to your television using the internet. This created a more convenient viewing experience by eliminating the need for DVDs, DVD players, and even movie rental chains like Blockbuster. Data streaming is conceptually similar. Businesses used to store data in physical servers on-site, and they would analyze it at a later date. Cloud ...