Core Insights - The article discusses the author's background in software engineering and finance, highlighting a transition from technical roles to analyzing financial markets, particularly in tech sectors [1]. Group 1: Author's Background - The author has over five years of experience as a software engineer at Amazon, focusing on large-scale distributed systems and backend architecture [1]. - The author has developed a strong interest in financial markets since 2021, particularly at the intersection of software, infrastructure, and capital allocation [1]. - The current role involves working at a tech firm that builds algorithmic trading platforms and low-latency infrastructure for institutional clients and hedge funds, providing insights into market functions [1]. Group 2: Analytical Focus - The author analyzes tech companies through both technical and fundamental lenses, focusing on enterprise software, cloud infrastructure, AI platforms, and trading technology [1].