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&
cloud
Notes: GTLB - 1Q25 Overview & Google Acquisition Possibility?
Summary
* GitLab's 1Q25 results were solid, but overshadowed by the
Arm IPO - Tough Situations, Priced To Perfection (Pt.2)
Updates - Cloudflare 4Q22
Summary
* The NET thesis recap >>> further thoughts on them
Special Episode - Digital Ocean - Dubious Prospects
We have tons of research and unique insights on DOCN. However, we
Snowflake - Apple Of MDS - Part 2
Summary
* SNOW's lead on the computer engine side is still