Snowflake: Apple Of MDS (Part 3) & 1Q24 Update
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Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution
Summary
* Record 1Q26: $533.8m revenue (+58% YoY) with next-quarter guide $630–
Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.2)
Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste
Summary
* AI threatens enterprise SaaS more than consumer apps, as agentic interfaces
Updates: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2)
Summary
* SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue