Operational Tooling Premium: Removing the Fig Leaf A look at Figma's first quarter as a public company. DevOps Tooling FIG
Operational Tooling Understanding Figma A look at Figma's potential and IPO. DevOps Tooling FIG ADBE MNDY
Next-gen Security Premium: A look at Netskope A look at Netskope's stance and push into Data and AI protection. Edge Networks NTSK NET ZS PANW FTNT RBRK CRWD S OKTA CYBR SAIL
Earnings Premium: Sour Rubrik Rubrik had a good Q2, but the market is punishing it. Next-gen Security Operational Tooling RBRK AMZN GOOG MSFT Databricks SNOW NET AI/ML
Earnings Premium: Green skies ahead A look at NVIDIA's Q226. AI/ML NVDA Hyperscalers MSFT GOOG AMZN CRWV NBIS
Hyperscalers Premium: Cloud Week Q2 2025 The hyperscaler clouds are accelerating revenue and capex. NVDA AMZN MSFT GOOG ORCL META CRWD SNOW Databricks PANW NET NTSK DDOG GTLB AI/ML Edge Networks DevOps Tooling CRWV NBIS
Earnings Premium: On the radar A look at Axon's Q2 and growing drone ambitions. Operational Tooling AXON
Earnings Premium: Edge Inflection A look at Cloudflare's Q225 results and their shift into becoming an AI content layer. Edge Networks AI/ML DevOps Tooling Next-gen Security NET NTSK ZS PANW CYBR RDDT Databricks SNOW
Operational Tooling Premium: One last look at Figma A walk through their GTM motions, major structural change in pricing, and growth vectors from here. DevOps Tooling FIG ADBE Miro MNDY TEAM GTLB MSFT GOOG
Operational Tooling Premium: The Figma platform A walk through their new products and where it is all leading. DevOps Tooling FIG MNDY MSFT GOOG TEAM ADBE GTLB Miro
Operational Tooling Premium: Understanding Figma A look at Figma's potential before its pending IPO. DevOps Tooling FIG ADBE MNDY
Earnings Premium: Looking through an orange haze Cloudflare's areas to watch and potential growth vectors from here. Next-gen Security AI/ML Edge Networks NET Databricks SNOW DDOG RBRK CRWD PANW ZS OKTA FSLY GOOG MSFT CYBR NTSK
