Earnings Premium: Rubrik shifts again A look at Rubrik's Q126 and a few other big shifts in their platform. Next-gen Security RBRK OKTA CYBR MSFT GOOG CRWD ZS PANW S SAIL ORCL AMZN
Earnings Premium: Samsara seeing impacts A look at Samsara's Q1 and the market's overreaction. Operational Tooling IOT
Earnings Rubrik Q424 A strong finish to their first year on the public market (from Mar-25). Next-gen Security RBRK
Earnings Premium: NVIDIA is surfing the waves A look at NVIDIA's Q126 earnings and COMPUTEX announcements. AI/ML NVDA MSFT AMZN GOOG CRWV NBIS
Hyperscalers Premium: Cloud Week and Diffusion Rules A look at Cloud Week results, and how changing AI restrictions impact NVIDIA. Earnings NVDA AMZN MSFT GOOG SNOW Databricks GTLB CRWV NET AI/ML OpenAI CFLT MDB
Earnings Premium: Rubrik Q425 Strong finish to their first year on the public market. Next-gen Security RBRK
Earnings Premium: Snowed in A look at Snowflake's Q4, and a huge AI-related move of late. AI/ML Data & Analytics SNOW CFLT Databricks
Hyperscalers Premium: Deep Thoughts Some final thoughts from me, and hyperscaler commentary on DeepSeek and AI demand. Earnings AI/ML AMZN GOOG MSFT META NET GTLB PLTR
Hyperscalers Premium: The Beginning of the Beginning A look at hyperscaler earnings from Q4 2024. Earnings AMZN GOOG MSFT NVDA META GTLB SNOW Databricks NET AI/ML ARM
Earnings Premium: Go on, Git GitLab is getting a new CEO and has made a number of AI moves. DevOps Tooling GTLB MSFT AMZN GOOG DDOG CRWD PANW DT
Earnings Premium: Impacts of the incident A look at CrowdStrike's Q325 earnings. Next-gen Security CRWD OKTA CYBR ZS NET PANW MSFT GOOG DDOG
Earnings Premium: CyberArk's Q324 A look at CyberArk's results and Venafi boost. Next-gen Security CYBR OKTA CRWD ZS