Earnings Review

MU

News of the Week (September 22-26, 2025)

Housekeeping & Recent Content: * A detailed overview of Rubrik’s business and stock will be published soon. * My current portfolio & performance vs. the S&

Read More
ORCL

News of the Week (September 8 - 12, 2025)

Wrapping up earnings season, Goldman Sachs conference coverage and more.

Read More
GTLB
Nerd Plus Access Nerd Max Access

News of the Week (September 1 - 5, 2025)

Earnings reviews, investor conferences & other contextualized news from the week.

Read More
ZS
Nerd Plus Access Nerd Max Access

Zscaler (ZS) Earnings Review

Exploring the quarterly results of this network security disruptor.

Read More
S
Nerd Plus Access Nerd Max Access

SentinelOne (S) Earnings Review

a. SentinelOne 101 Endpoint & Data Cores: SentinelOne's endpoint and Security Information and Event Management (SIEM) suites are the core pillars of its

Read More