Next-gen Security Vaulting to success A deep dive into CyberArk (Oct-24). CYBR OKTA CRWD S ZS NET PANW MSFT SAIL
Next-gen Security Premium: Cloudflare's GTM revamps Catching up on Cloudflare's big GTM & Workers/AI shifts over the past year. AI/ML Edge Networks NET CFLT Databricks SNOW AMZN MSFT GOOG
Next-gen Security Identity moves A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup (from Oct-24). CYBR OKTA MSFT CRWD ZS PANW S GOOG RBRK SAIL
Earnings Premium: Rubrik shifts again A look at Rubrik's Q126 and a few other big shifts in their platform. Next-gen Security RBRK OKTA CYBR MSFT GOOG CRWD ZS PANW S SAIL ORCL AMZN
Earnings Premium: Samsara seeing impacts A look at Samsara's Q1 and the market's overreaction. Operational Tooling IOT
Earnings Rubrik Q424 A strong finish to their first year on the public market (from Mar-25). Next-gen Security RBRK
Earnings Premium: NVIDIA is surfing the waves A look at NVIDIA's Q126 earnings and COMPUTEX announcements. AI/ML NVDA MSFT AMZN GOOG CRWV NBIS
Operational Tooling Premium: Axon Week A look at Axon's Q1 results, growth vectors, and their announcements from Axon Week. AXON
Hyperscalers Premium: Cloud Week and Diffusion Rules A look at Cloud Week results, and how changing AI restrictions impact NVIDIA. Earnings NVDA AMZN MSFT GOOG SNOW Databricks GTLB CRWV NET AI/ML OpenAI CFLT MDB
Next-gen Security Premium: Cybersecurity headwinds Next-gen cybersecurity is as important as ever, but many will see headwinds from the Federal downsizing. CRWD S PANW ZS OKTA CYBR NET GOOG MSFT RBRK DDOG Wiz Netskope
Next-gen Security Premium: A Drastic Weakening of US Cybersecurity The swirling concerns around CISA's headcount and funding cuts. Philosophy CRWD S PANW ZS DDOG NET OKTA CYBR GOOG MSFT RBRK Wiz Netskope
Operational Tooling Premium: IoT headwinds A look at the micro issues impacting the IoT platforms. IOT AXON
AI/ML Premium: NVIDIA sails the seas A look at the micro factors around NVIDIA. NVDA MSFT AMZN GOOG CRWV
Philosophy Premium: Trade Headwinds Catching up on all the tariff-ic moves over the past week. AI/ML Next-gen Security NVDA
Philosophy Premium: Manufactured Crisis I am not enamored with the chaotic moves from the White House. NVDA
