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
AI/ML Premium: The Year of the Snake What are the implications from DeepSeek from here? NVDA AMZN MSFT GOOG META NET SNOW Databricks GTLB
AI/ML Premium: Deep Sink A look at the AI models that DeepSeek released over the past month. NVDA AMZN MSFT GOOG NET Databricks SNOW META GTLB
AI/ML Premium: A slew/stew of last-minute regulations A look at all the AI and security regulations last week from the outgoing administration. Next-gen Security NVDA AMZN META GOOG MSFT CRWD NET ZS OKTA CYBR S GTLB DDOG
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
Next-gen Security Premium: Opportunities in next-gen security Yay, the premium podcast returns. CRWD PANW MSFT GOOG S CYBR OKTA ZS NET Wiz
Data & Analytics Premium: Rubrik's subtle shift Rubrik is moving from data security to data access layer. Next-gen Security RBRK SNOW NET PANW ZS CRWD DDOG AMZN GOOG MSFT Databricks CFLT
Data & Analytics Premium: Snowflake's AI moves A look at Snowflake's AI moves of late. SNOW Databricks AMZN GOOG MSFT CFLT
AI/ML Premium: NVIDIA's software moves Product announcements over the summer focused on AI agents and sovereign AI. NVDA SNOW Databricks AMZN GOOG MSFT NET
Hyperscalers Premium: Cloud AI shifts A look at hyperscaler moves across AI, Data, DevOps, and Security. AI/ML Data & Analytics Next-gen Security AMZN MSFT GOOG NVDA DDOG CRWD PANW S Databricks SNOW GTLB ZS NET MDB PLTR OKTA CYBR CFLT ARM PATH META
Hyperscalers Premium: Cloud inflection A look at hyperscaler earnings from Q3 2024. Earnings AMZN GOOG MSFT NVDA META TSLA
Next-gen Security Premium: SIEM moves The SIEM market is seeing a death by a thousand cuts. CRWD PANW S MSFT GOOG AMZN DDOG FTNT ESTC NET ZS SNOW AI/ML
AI/ML Premium: NVIDIA's woes NVIDIA's supply constraints have been easing until it hit some Blackwell delays. NVDA AMZN GOOG MSFT