Data & Analytics Premium: Looking into Palantir A look at what is behind Palantir's recent resurgence. AI/ML PLTR SNOW Databricks Hyperscalers AMZN MSFT GOOG
Next-gen Security Premium: Y2K tsunami CrowdStrike caused a worldwide tsunami today. CRWD S MSFT GOOG
Operational Tooling Premium: Samsara Beyond A look at Samsara's Q125 and announcements at Beyond. IOT AI/ML
Data & Analytics Premium: Snow drifts Snowflake's moving towards the open data ecosystem, and that is a good thing. AI/ML SNOW Databricks AMZN GOOG MSFT CFLT NET ESTC MDB
AI/ML Premium: Snowballing Platform New products emerging from Snowflake will contribute to FY25. Data & Analytics SNOW MSFT GOOG AMZN Databricks NVDA ESTC MDB PLTR NET CFLT
Earnings Premium: Snowbody's fault A look at Snowflake's major hack incident and Q1 results, and bull/bear cases. Data & Analytics AI/ML SNOW Databricks CRWD MSFT GOOG Next-gen Security
Earnings Premium: CrowdStrike Q125 CrowdStrike continues to execute and move into new markets. Next-gen Security CRWD MSFT PANW
Operational Tooling Premium: Monday's growth levers A more detailed look at what is driving growth over 2024. MNDY TEAM HUBS FRSH
Operational Tooling Premium: Catching up on Monday A look at what came out of IR day and the 2 earnings since. DevOps Tooling MNDY
AI/ML Premium: All eyes on NVIDIA A look at what NVIDIA's coming Q1 and FY25 should bring. NVDA Hyperscalers MSFT AMZN GOOG META
Hyperscalers Premium: Seeding the Clouds A look through hyperscalers' results. Earnings AMZN GOOG MSFT DDOG GTLB CRWD PANW NVDA SNOW Databricks AI/ML Data & Analytics Next-gen Security
