GTLB GTLB Update 2Q24: Strong Product Fundamentals & Market Opportunity But Priced In Summary * GTLB's slower growth decay compared to others is attributed to the
SentinelOne S Update 2Q24: Rebound & M&A Thesis Summary * With the prior accounting issue resolved, a stabilizing IT budget environment,
CRWD CRWD Update: 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 is slowing down more
PLTR PLTR Update: The LLM Enabler For Enterprises Summary * There are a number of indicators that collectively suggest PLTR could
FTNT FTNT Update: More Attractive With Private SASE And SD-WAN Story Summary * FTNT appears more attractively valued after a substantial expectation reset following