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Earnings

Premium: Samsara Q424

Samara's near-flawless execution, a lawsuit, and what might show up at Beyond.

IOT Operational Tooling
  • muji

    muji

    Technologist, software developer, and investor.

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    muji

muji

8 Mar 2024 • 12 min read

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Earnings

Premium: NVIDIA's tidal wave

A look at their success over the past few earnings, and what bears watching from here.

AI/ML NVDA Hyperscalers AMZN GOOG MSFT SNOW Databricks
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muji 15 Mar 2024 • 19 min read
Earnings

Premium: Snow Shifts

A look at Snowflake's Q424 results, sandbagged guidance, and new CEO.

SNOW AI/ML Data & Analytics
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muji 4 Mar 2024 • 19 min read
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