Palo Alto Networks Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2) Summary * PANW's strategic acquisitions and innovative product launches, especially in
Palo Alto Networks Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1) Summary * Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience
NVIDIA Note: NVIDIA AI Grid & Telco Edge Compute Opportunity Summary * NVDA's ambitious AI grid project in Japan, backed by
updates Updates: Confluent - Investors Are Betting On Agentic AI Too Early Summary * Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ
Notes Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks Summary * Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
Fortinet Notes: Fortinet - Striving For SASE Success Summary * Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance,
SysMoore Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2) Summary * In Part 2 of the SysMoore series we compare the different
cybersecurity landscape Themes: Zero-Days & The Cybersecurity Industry (Pt.2) Summary * In Part 1 we discussed the pervasive threat of zero-day vulnerabilities,
cybersecurity Microsoft: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.2) Summary * In Part 1 we discussed how Microsoft transitioned to the cloud
cybersecurity landscape Themes: Zero-Days & The Cybersecurity Industry (Pt.1) Summary * A major cybersecurity breach by a China-backed hacker group infiltrated the
Microsoft MSFT: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.1) Summary * In this two-part report, we gain a deep understanding of Microsoft&