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Earnings

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A strong Q2 from Samsara.

Operational Tooling IOT AXON
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

5 Sep 2025 • 14 min read

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Earnings

Premium: Sour Rubrik

Rubrik had a good Q2, but the market is punishing it.

Next-gen Security Operational Tooling RBRK AMZN GOOG MSFT Databricks SNOW NET AI/ML
  • muji
    muji
muji 11 Sep 2025 • 17 min read
Earnings

Premium: Green skies ahead

A look at NVIDIA's Q226.

AI/ML NVDA Hyperscalers MSFT GOOG AMZN CRWV NBIS
  • muji
    muji
muji 29 Aug 2025 • 15 min read
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