Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks
Summary
* Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
Notes: Fortinet - Striving For SASE Success
Summary
* Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance,
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)
Summary
* In Part 2 of the SysMoore series we compare the different
Themes: Zero-Days & The Cybersecurity Industry (Pt.2)
Summary
* In Part 1 we discussed the pervasive threat of zero-day vulnerabilities,
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
Microsoft: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.2)
Summary
* In Part 1 we discussed how Microsoft transitioned to the cloud
Themes: Zero-Days & The Cybersecurity Industry (Pt.1)
Summary
* A major cybersecurity breach by a China-backed hacker group infiltrated the
MSFT: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.1)
Summary
* In this two-part report, we gain a deep understanding of Microsoft&
Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs
Summary
* This is a three-part report on Supermicro. Part 1 discusses its
Notes: Equinix - Navigating The Data Center Landscape In The Era Of GenAI
Summary
* Equinix excels in carrier hotels offering premium connectivity, while Digital Realty
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.4)
Summary
* Snowflake's future hinges on governance tools like Polaris and
Updates: Meta - Underappreciated GenAI Potential (Pt.2)
Summary
* META's Llama project requires monetization strategies as funding scales