MITRE ATTACK Notes: MITRE ATT&CK Round 6 Results - SentinelOne Still Leads, Palo Alto Still Underappreciated, Microsoft Okay, & Consolidation Continues Summary * The MITRE ATT&CK Round 6 results highlight the performance
Carvana Carvana - Deep Dive & Addressing Hindenburg's Short Claims Summary * We initiate our coverage on Carvana, diving into the long-term thesis
M&A Why Mega Software M&A Often Fail (Pt.2) Summary * Part 2 examines common pitfalls in software M&A, including
Snowflake Updates: SNOW 3Q25 - Pioneering Unstructured Data Pipelines With Datavolo (Pt.1) Summary * Strategic acquisitions like Night Shift Development and Datavolo bolster Snowflake'
quarterly results Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive Summary * Monday continues to deliver solid performance at both the top and
Palo Alto Networks Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2) Summary * PANW's strategic acquisitions and innovative product launches, especially in
Palo Alto Networks Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1) Summary * Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience
NVIDIA Note: NVIDIA AI Grid & Telco Edge Compute Opportunity Summary * NVDA's ambitious AI grid project in Japan, backed by
updates Updates: Confluent - Investors Are Betting On Agentic AI Too Early Summary * Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ
Notes Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks Summary * Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
Fortinet Notes: Fortinet - Striving For SASE Success Summary * Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance,