Notes - Dropbox 4Q23
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Updates: Confluent - Investors Are Betting On Agentic AI Too Early
Summary
* Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ
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,
