We came across a bullish thesis on Confluent, Inc. on Outperforming the Market’s Substack by Simple Investing. In this ...

Confluent is a terrific "growth at a reasonable price" software stock that has only seen its share price rise ~20% over the past year, despite strong growth. Confluent, founded by creators of ...

Confluent CEO Jay Kreps said that the partnership will allow businesses to use real-time data to build AI applications for their most critical use cases. Confluent continues to deliver solid results ...

Excellent. Jay and Rohan, welcome to day 1 of Communacopia and Technology Conference 2025. It's your fourth year in a row in September, I think. So delighted to have you guys here and delighted to ...