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Earnings

Premium: Unclouded view

A look at CrowdStrike's Q4 and recent acquisitions & moves.

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  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

11 Apr 2024 • 22 min read

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Next-gen Security

Premium: April showers

CrowdStrike is changing its IR briefing schedule, at the expense of certain KPIs.

CRWD
  • muji
    muji
muji 17 Apr 2024 • 4 min read
AI/ML

Premium: AI lock-in

A look at NVIDIA's growing enterprise software platforms.

NVDA Hyperscalers MSFT AMZN GOOG CRWD SNOW Databricks
  • muji
    muji
muji 28 Mar 2024 • 19 min read
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