SNOW Notes - SNOW New CEO & Strategy Review Summary * Frank Slootman's leadership has long been viewed as critical
SentinelOne Updates: S 2Q24 - Rebound & M&A Thesis Summary * With the prior accounting issue resolved, a stabilizing IT budget environment,
CRWD Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day Summary * It's clear that CRWD's core EDR business