Earnings Premium: NVIDIA Q225 Earnings Hopper will continue to grow in 2H, and Blackwell will come on strong in Q4. AI/ML NVDA
Earnings Premium: Monday Monday A quick look at Monday's earnings and some competitive moves. Operational Tooling MNDY ASAN SMAR MSFT TEAM HUBS FRSH
Earnings Premium: Snowbody's fault A look at Snowflake's major hack incident and Q1 results, and bull/bear cases. Data & Analytics AI/ML SNOW Databricks CRWD MSFT GOOG Next-gen Security
Earnings Premium: CrowdStrike Q125 CrowdStrike continues to execute and move into new markets. Next-gen Security CRWD MSFT PANW
Hyperscalers Premium: Seeding the Clouds A look through hyperscalers' results. Earnings AMZN GOOG MSFT DDOG GTLB CRWD PANW NVDA SNOW Databricks AI/ML Data & Analytics Next-gen Security
Earnings Premium: Unclouded view A look at CrowdStrike's Q4 and recent acquisitions & moves. CRWD PANW ZS S NET DDOG MSFT GOOG NVDA
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
Earnings Premium: Samsara Q424 Samara's near-flawless execution, a lawsuit, and what might show up at Beyond. IOT Operational Tooling
Earnings Premium: Snow Shifts A look at Snowflake's Q424 results, sandbagged guidance, and new CEO. SNOW AI/ML Data & Analytics
Earnings Premium: Wag the dog A look at Q4 earnings and an investor day from Datadog. Observability Next-gen Security DDOG CRWD
Hyperscalers Premium: Groundhog Day A walk through hyperscaler earnings in Cloud Week. Earnings MSFT GOOG AMZN SNOW MDB NVDA
Earnings Premium: Let the falcon soar How CrowdStrike has fared the past 2 quarters, and the growth vectors from here. Next-gen Security CRWD PANW ZS NET S DDOG MSFT GOOG