Marvell Technologies Q3 FY1/25 Earnings Review
AI Capex Broadens Out
Earnings Analysis
CrowdStrike Q3 FY1/25 Earnings Review
Putting those (Screen of Death) Blues in the rearview.
Palantir Q3 FY12/24 Earnings Review
Aligned
Skyworks Solutions Q4 FY9/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Dell Q3 FY1/25 Earnings Review
Probably Not Doomed
Palo Alto Q1 FY7/25 Earnings Review
It's all about the Cloud for Palo Alto Networks
Fortinet Q3 FY12/24 Earnings Review
There's fight in the Old Box Yet
Snowflake Q3 FY1/25 Earnings Review
Color Me Nonplussed
Nvidia Q3 FY1/25 Earnings Review
What Bell Labs Wishes It Could Have Been When It Grew Up
Airbnb Q3 FY12/2024 Earnings Review
$ABNB Q3 in one word: Steady. Or you could buy $EXPE for less if you want!