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

Table of Contents * 1. Dell & Workday — Brief Earnings Snapshots * a. Dell * Results: * Balance Sheet: * Guidance & Valuation: * b. Workday * Results: * Balance Sheet: * Guidance & Valuation: * 2. CrowdStrike (CRWD) – Detailed Earnings Review * a.

Table of Contents * 1. Amazon (AMZN) – Anthropic & More * 2. Alphabet (GOOGL) – Antitrust & More * 3. Palo Alto (PANW) – Earnings Review * a. Palo Alto 101 * b. Demand * c. Profits & Margins * d. Balance