Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive
Summary
* Monday continues to deliver solid performance at both the top and
quarterly update
Updates: Confluent - Investors Are Betting On Agentic AI Too Early
Summary
* Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ
Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)
Notes - SNOW New CEO & Strategy Review
Summary
* Frank Slootman's leadership has long been viewed as critical
Updates: FTNT 3Q23 - Is The Panic Justified?
Summary
* The slowdown continues but FTNT still outperforms industry peers. We don&
Updates: GTLB 2Q24 - Strong Product Fundamentals & Market Opportunity But Priced In
Summary
* GTLB's slower growth decay compared to others is attributed
Updates: S 2Q24 - Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,
Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business
Updates: PANW 4Q23 (Audio)
Summary
* Not a great quarter, but not a bad one neither. PANW
Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1)
Summary
* There are a number of indicators that collectively suggest PLTR could
Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
Updates: SentinelOne 1Q24 Execution Issues & Fundamentals Review
Summary
* S posted an unexpected poor 1Q24 result, with growth decelerated further