ZS

News of the Week

News of the Week (March 9-13, 2026)

Other Recent Earnings Reviews: * Rubrik & Oracle * Snowflake * MongoDB & The Trade Desk * Sea Limited & On Holding * Nvidia * CrowdStrike & Broadcom * Axon & Mercado

Read More
Earnings Review

Coupang & Zscaler Earnings Reviews

Exploring the results of these two disruptors.

Read More
News of the Week
Free Access

News of the Week (January 26 - 30, 2026)

Housekeeping: As a reminder, if you’re a Max subscriber, you have access to the Discord room. That’s where I will field your questions

Read More
News of the Week

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

Table of Contents * 1. Brief Earnings Snapshots – Lululemon (LULU) & Adobe (ADBE) * a. Lululemon * b. Adobe (ADBE) * 2. Amazon (AMZN) – 2025 AWS Event Review * 3.

Read More
News of the Week

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

Most of this week's content has already been sent: * CrowdStrike & MongoDB Earnings Reviews. * Snowflake Earnings Review, ServiceNow M&A & PayPal

Read More