Updates: Netskope - Context-Rich Security for the AI Era (Pt.1)
Summary
* Netskope’s core advantage in SASE stems from its CASB-first, data-centric
Notes: Light is the Future (Pt.2)
Summary
* The optical supply chain bottleneck into 2026 is EML capacity, with
Notes: Light is the Future (Pt.1)
Summary
* DeepSeek, Huawei, and then AVGO in 2025 pulled forward the timeline
Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.2)
Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.1)
Summary
* PANW is well positioned for AI but still not treated as
Updates: Fortinet - The Convergence of Network, Security, and the Physical World
Summary
* Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
Notes: AI Bubble? Refining the Forward ROIC
Summary
* The refined forward ROIC model focuses on Microsoft, Amazon, and Google,
Notes: AI Bubble? Spending, Risks, and Returns — A High-Level Assessment
Summary
* Hyperscalers’ AI capex is soaring past historical limits, forcing creative financing
Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution
Summary
* Record 1Q26: $533.8m revenue (+58% YoY) with next-quarter guide $630–
Notes: Pagaya, A Fintech We Want to Believe In — and Finally Might Be Able To
Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.2)
Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.1)
Summary
* Rubrik has transformed traditional backup into a high-value cyber resiliency platform,