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Next-gen Security

Premium: Vaulting to success

A deep dive into CyberArk.

CYBR OKTA CRWD S ZS NET PANW RBRK
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

30 Oct 2024 • 32 min read

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Hyperscalers

Premium: Cloud inflection

A look at hyperscaler earnings from Q3 2024.

Earnings AMZN GOOG MSFT NVDA META TSLA
  • muji
    muji
muji 8 Nov 2024 • 21 min read
Next-gen Security

Premium: Identity moves

A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup.

CYBR OKTA MSFT CRWD ZS PANW S Wiz NET RBRK
  • muji
    muji
muji 29 Oct 2024 • 15 min read
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