Rishi Jaluria

Managing Director, Software Equity Research at RBC Capital Markets and 1 other company
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  • We are positive on PLTR's competitive moat, differentiated technology, and unique GTM.

  • Long term, we expect Zoom will grow into a broader enterprise communication and collaboration platform.

  • This is kind of the time that a lot of these enterprise software companies should be looking to go public, if they have their financials in order.

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