11
Jun
Company Analysis
Single-company forensic financial intelligence — growth trajectories, management credibility, narrative evolution.
04
Jun
PANW: Palo Alto Is About to Stop Telling You What's Growing
16
May
FIG: A Live Test of the Perceptual Roller Coaster
18
Apr
Samsara's Acceleration Is Hiding Inside a Deceleration
15
Apr
CrowdStrike Has Been an AI Company Since 2013 — Here's What Charlotte Actually Changes
13
Apr
Inside Braze's Decisioning Stack
07
Apr
UiPath Fireside Chat: When Pivoting the Entire Company Means Competing in Someone Elses Category
05
Apr
SailPoint: 11% of the Identities Under Governance Aren't Human
04
Apr
Unity: The (Perceived) AI Loser That's Quietly Inflecting
30
Mar
Braze: 18 Quarters of Data vs. One AI Narrative
27
Mar
The AI Buildout Reaches the Deployment Layer — Dell Has a $43B Head Start
23
Mar
UiPath Six Months Later: The Data Confirms the Crossroads
22
Mar
Planet Labs: The Company That Photographs the Entire Earth Every Day — And Why the Stock Just 10x'd
20
Mar
Micron HBM4: Production Reality vs. Expert Opinion
19
Mar