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Read up on my Philosophy.  I do both Deep Dives as well as cover Earnings.

I cover the technologies behind today's SaaS providers, across numerous industries:

• Cybersecurity
• Edge Networks
• Observability
• Dev Tooling
• Data & Analytics
• Overall SaaS Industry

Company-specific coverage includes:

• API
• AYX
• COUP
• CRWD
• DDOG
• DOCU
• ESTC
• FSLY
• NCNO
• NET
• OKTA
• SNOW
• ZS
• ZM