SNOW
OKTA
News of the Week (August 25-29, 2025)
Earnings reviews from this week: * MongoDB, CrowdStrike & Nvidia * SentinelOne Earnings reviews from this season: * Nu & Airbnb earnings reviews * Cava & On Running earnings
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ABNB
News of the Week (June 2-6, 2025)
In case you missed it from this earnings season: * CrowdStrike Earnings Review * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings Review * DraftKings
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Earnings Review
Snowflake & Palo Alto Earnings Reviews
In case you missed it from this earnings season: * Trade Desk Earnings Review * DraftKings & Coupang Earnings Reviews * Shopify & Mercado Libre Earnings Reviews * Uber
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Earnings Review
Snowflake & Duolingo Earnings Reviews
Carefully working through these two earnings reports.
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META
Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications
Dissecting 3 earnings reports and some GenAI disruption
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