DevOps Tooling Premium: GitLab rebounding GitLab is set up to have a strong FY25. GTLB HCP MSFT TEAM DDOG CRWD PANW
Next-gen Security Premium: A look at Rubrik A backup mgmt and data security startup is about to go public. RBRK CRWD ZS PANW MSFT
Next-gen Security Premium: April showers CrowdStrike is changing its IR briefing schedule, at the expense of certain KPIs. CRWD
Earnings Premium: Unclouded view A look at CrowdStrike's Q4 and recent acquisitions & moves. CRWD PANW ZS S NET DDOG MSFT GOOG NVDA
AI/ML Premium: AI lock-in A look at NVIDIA's growing enterprise software platforms. NVDA Hyperscalers MSFT AMZN GOOG CRWD SNOW Databricks
AI/ML Premium: The rise of Blackwell A look at NVIDIA's Blackwell announcements from GTC'24. NVDA Hyperscalers AMZN GOOG MSFT META
AI/ML Premium: NVIDIA's last year A look at the evolution of their data center products over the past year. NVDA
Earnings Premium: NVIDIA's tidal wave A look at their success over the past few earnings, and what bears watching from here. AI/ML NVDA Hyperscalers AMZN GOOG MSFT SNOW Databricks
Earnings Premium: Samsara Q424 Samara's near-flawless execution, a lawsuit, and what might show up at Beyond. IOT Operational Tooling
Earnings Premium: Snow Shifts A look at Snowflake's Q424 results, sandbagged guidance, and new CEO. SNOW AI/ML Data & Analytics
AI/ML Premium: An NVIDIA primer A walk through NVIDIA's product lines. Hyperscalers NVDA AMZN GOOG MSFT
Earnings Premium: Wag the dog A look at Q4 earnings and an investor day from Datadog. Observability Next-gen Security DDOG CRWD
Hyperscalers Premium: Groundhog Day A walk through hyperscaler earnings in Cloud Week. Earnings MSFT GOOG AMZN SNOW MDB NVDA
Data & Analytics Premium: A look at Microsoft Fabric Microsoft is making some big moves towards a data lakehouse. MSFT SNOW GOOG Databricks MDB ESTC NVDA CFLT META