AI/ML Premium: The great AI buildout The big unlock of AI buildout across OpenAI, xAI, and the neoclouds. Hyperscalers Neoclouds NVDA AMZN GOOG MSFT CRWV NBIS IREN META Databricks SNOW NET OpenAI xAI AMD
AI/ML Premium: Upleveling AI capacity A look at NVIDIA's latest moves and sovereignty push via neocloud partners. Hyperscalers Neoclouds NVDA AMZN GOOG MSFT ORCL CRWV NBIS
Earnings Premium: Sour Rubrik Rubrik had a good Q2, but the market is punishing it. Next-gen Security Operational Tooling RBRK AMZN GOOG MSFT Databricks SNOW NET AI/ML
Earnings Premium: Green skies ahead A look at NVIDIA's Q226. AI/ML NVDA Hyperscalers MSFT GOOG AMZN CRWV NBIS
Hyperscalers Premium: Cloud Week Q2 2025 The hyperscaler clouds are accelerating revenue and capex. NVDA AMZN MSFT GOOG ORCL META CRWD SNOW Databricks PANW NET NTSK DDOG GTLB AI/ML Edge Networks DevOps Tooling CRWV NBIS
Operational Tooling Premium: One last look at Figma A walk through their GTM motions, major structural change in pricing, and growth vectors from here. DevOps Tooling FIG ADBE Miro MNDY TEAM GTLB MSFT GOOG
Operational Tooling Premium: The Figma platform A walk through their new products and where it is all leading. DevOps Tooling FIG MNDY MSFT GOOG TEAM ADBE GTLB Miro
Earnings Premium: Looking through an orange haze Cloudflare's areas to watch and potential growth vectors from here. Next-gen Security AI/ML Edge Networks NET Databricks SNOW DDOG RBRK CRWD PANW ZS OKTA FSLY GOOG MSFT CYBR NTSK
Next-gen Security Vaulting to success A deep dive into CyberArk (Oct-24). CYBR OKTA CRWD S ZS NET PANW MSFT SAIL
Next-gen Security Premium: Cloudflare's GTM revamps Catching up on Cloudflare's big GTM & Workers/AI shifts over the past year. AI/ML Edge Networks NET CFLT Databricks SNOW AMZN MSFT GOOG
Next-gen Security Identity moves A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup (from Oct-24). CYBR OKTA MSFT CRWD ZS PANW S GOOG RBRK SAIL
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: 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 NTSK
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 NTSK