AI/ML Premium: NVIDIA's waves The waves of product releases from here, and a bit more on Blackwell delays. NVDA
AI/ML Premium: NVIDIA's woes NVIDIA's supply constraints have been easing until it hit some Blackwell delays. NVDA AMZN GOOG MSFT
Earnings Premium: Monday Monday A quick look at Monday's earnings and some competitive moves. Operational Tooling MNDY ASAN SMAR MSFT TEAM HUBS FRSH
AI/ML Premium: AI successes A quick look at Palantir earnings and Databricks growth. Data & Analytics PLTR AAPL Databricks SNOW NVDA
Hyperscalers Premium: The Cloud AI Wars A look at cloud results for Q2 2024, and the rising demand for GPUs. AMZN GOOG MSFT NVDA PLTR Databricks SNOW AI/ML GTLB CRWD
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
