Waymo is expanding to Miami early next year. Unfortunately, Waymo plans to use Moove for fleet management and its own app to offer rides. This is quite disappointing to me. In Waymo’s

Table of Contents * 1. Salesforce (CRM) – Earnings Review * a. Salesforce 101 * b. Demand * c. Profits & Margins * d. Balance Sheet * e.  Guidance & Valuation * f. Call & Release * g. Take * 2. SOFI (SOFI)

Table of Contents * a. Zscaler 101 * b. Demand * c. Profits & Margins * d. Guidance & Valuation * e. Call & Release * GenAI Opportunity – Securing AI Apps: * GenAI Opportunity – Its Own GenAI Products: * Data Security

I hope you’re all having a great holiday and weekend. In case you missed it, I posted a CrowdStrike earnings review earlier in the week. Table of Contents * 1. Nu (NU) – Brazil