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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
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

5 Jan 2024 • 19 min read

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Earnings

Premium: Let the falcon soar

How CrowdStrike has fared the past 2 quarters, and the growth vectors from here.

Next-gen Security CRWD PANW ZS NET S DDOG MSFT GOOG
  • muji
    muji
muji 12 Jan 2024 • 26 min read
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
  • muji
    muji
muji 22 Dec 2023 • 18 min read
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