Next-gen Security Premium: Microsoft wants to be your security copilot Microsoft is bundling security and driving it with AI. MSFT CRWD S PANW NET ZS OKTA DDOG GTLB
Deep Dive Apple's new mixed reality headset Apple is creating a new computing device you wear on your head. AAPL MSFT META U
Next-gen Security Breaches and the SEC Okta continues to spiral, plus a look at the new SEC regulations. OKTA ZS CRWD S NET PANW MSFT
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Next-gen Security Premium: Falcon or Phoenix? CrowdStrike is moving in a few directions, with an AI under it all. CRWD PANW ZS S MSFT GTLB NET
Data & Analytics Premium: Polar Vortex How all the pieces are swirling together for Snowflake, and thoughts on where these pieces go. AI/ML SNOW Databricks
AI/ML Premium: Polar Express Snowflake made some big AI & app dev moves of late. Data & Analytics SNOW Databricks AMZN MSFT GOOG
Earnings Premium: Snowflake Q324 A look at Snowflake's latest earnings Data & Analytics SNOW Databricks
Earnings Premium: Samsara dreams A look at Samsara's last two earnings, and where I want their software side to go. Operational Tooling IOT
Earnings Premium: Zscaler's sassy moves of summer A look at Zscaler's moves and earnings. Next-gen Security ZS NET PANW MSFT CRWD
Hyperscalers Premium: Optimization vs AI A look at the latest earnings from the clouds, plus updates on their AI initiatives. Earnings AMZN MSFT GOOG