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Earnings

Premium: Monday Monday

A quick look at Monday's earnings and some competitive moves.

Operational Tooling MNDY ASAN SMAR MSFT TEAM HUBS FRSH
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

16 Aug 2024 • 23 min read

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AI/ML

Premium: NVIDIA's woes

NVIDIA's supply constraints have been easing until it hit some Blackwell delays.

NVDA AMZN GOOG MSFT
  • muji
    muji
muji 23 Aug 2024 • 17 min read
AI/ML

Premium: AI successes

A quick look at Palantir earnings and Databricks growth.

Data & Analytics PLTR AAPL Databricks SNOW NVDA
  • muji
    muji
muji 9 Aug 2024 • 12 min read
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