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
Next-gen Security Premium: Cybersecurity headwinds Next-gen cybersecurity is as important as ever, but many will see headwinds from the Federal downsizing. CRWD S PANW ZS OKTA CYBR NET GOOG MSFT RBRK DDOG Wiz Netskope
Next-gen Security Premium: A Drastic Weakening of US Cybersecurity The swirling concerns around CISA's headcount and funding cuts. Philosophy CRWD S PANW ZS DDOG NET OKTA CYBR GOOG MSFT RBRK Wiz Netskope
AI/ML Premium: NVIDIA sails the seas A look at the micro factors around NVIDIA. NVDA MSFT AMZN GOOG CRWV
AI/ML Premium: Other NVIDIA moves A look through AI infrastructure and other NVIDIA product announcements. NVDA ORCL MSFT AMZN GOOG SNOW CRWD Databricks
AI/ML Premium: GTC Decoder Ring What was important out of NVIDIA's GTC conference this week. NVDA AMZN MSFT GOOG
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