Initiating Coverage of Figma
Why Buying IPOs Is Usually A Bad Idea
Earnings Analysis
Synopsys Q3 FY10/25 Earnings Review
What Markdown Looks Like
Zscaler Q4 FY7/25 Earnings Review
These Agents are hot right now!
Getting Brighter: Lumen Technologies Q2 FY12/25 Earnings Review
Telco, Exactly As It Should Be.
Veeva Systems (VEEV) – Q2 FY1/2026 Earnings Review
Q2 FY1/26 results underscore robust demand across Veeva’s product lines despite a still uncertain macro environment.
Airbnb (ABNB) – Q2 FY12/2025 Earnings Review
Airbnb has expanded beyond its core rentals business with its 2025 “Summer Release” of new services and experiences, signaling strategic evolution for the platform.
Marvell Technology Q2 FY1/26 Earnings Review
Potential Free Money For The Patient
Nvidia Q2 FY1/26 Earnings Review.
Not A Bubble. An Earnings Monster.
Palo Alto Q4 FY7/25 Earnings Review.
Beating the drum a little faster.
Fortinet Q2 FY12/25 Earnings Review
A surprise that shouldn't have been.