AI/ML Premium: NVIDIA's woes NVIDIA's supply constraints have been easing until it hit some Blackwell delays. NVDA AMZN GOOG MSFT
Hyperscalers Premium: The Cloud AI Wars A look at cloud results for Q2 2024, and the rising demand for GPUs. AMZN GOOG MSFT NVDA PLTR Databricks SNOW AI/ML GTLB CRWD
Data & Analytics Premium: Looking into Palantir A look at what is behind Palantir's recent resurgence. AI/ML PLTR SNOW Databricks Hyperscalers AMZN MSFT GOOG
Next-gen Security Premium: Y2K tsunami CrowdStrike caused a worldwide tsunami today. CRWD S MSFT GOOG
Data & Analytics Premium: Snow drifts Snowflake's moving towards the open data ecosystem, and that is a good thing. AI/ML SNOW Databricks AMZN GOOG MSFT CFLT NET ESTC MDB
AI/ML Premium: Snowballing Platform New products emerging from Snowflake will contribute to FY25. Data & Analytics SNOW MSFT GOOG AMZN Databricks NVDA ESTC MDB PLTR NET CFLT
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
AI/ML Premium: All eyes on NVIDIA A look at what NVIDIA's coming Q1 and FY25 should bring. NVDA Hyperscalers MSFT AMZN GOOG META
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
AI/ML Premium: AI lock-in A look at NVIDIA's growing enterprise software platforms. NVDA Hyperscalers MSFT AMZN GOOG CRWD SNOW Databricks
AI/ML Premium: The rise of Blackwell A look at NVIDIA's Blackwell announcements from GTC'24. NVDA Hyperscalers AMZN GOOG MSFT META
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
AI/ML Premium: An NVIDIA primer A walk through NVIDIA's product lines. Hyperscalers NVDA AMZN GOOG MSFT