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Earnings

Premium: Summer Sunset

A look at earnings this week from GitLab and Samsara.

GTLB IOT MSFT
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

6 Sep 2024 • 23 min read

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Earnings

Premium: Lost in the crowd

A look at CrowdStrike Q225 earnings and impacts from "the incident".

Next-gen Security CRWD S PANW MSFT FTNT
  • muji
    muji
muji 13 Sep 2024 • 11 min read
Earnings

Premium: NVIDIA Q225 Earnings

Hopper will continue to grow in 2H, and Blackwell will come on strong in Q4.

AI/ML NVDA
  • muji
    muji
muji 29 Aug 2024 • 19 min read
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