Arista Networks: a wave of buy recommendations and rating upgrades
PremiumAnalysts·ANET·Sep 15, 2025·1 min read
AnalystsPremium
ANET
Arista Networks: a wave of buy recommendations and rating upgrades
Sep 15, 2025 · 1 min
Palo Alto Networks: founder retires and analyst recommendations
PremiumAnalysts·PANW·Aug 20, 2025·1 min read
AnalystsPremium
PANW
Palo Alto Networks: founder retires and analyst recommendations
Aug 20, 2025 · 1 min
From social network to business network
Deepdives·Jul 11, 2025·4 min read
Deepdives
From social network to business network
Jul 11, 2025 · 4 min
From social network to business network
PremiumDeepdives·Jul 11, 2025·4 min read
DeepdivesPremium
From social network to business network
Jul 11, 2025 · 4 min
ETWO - technical analysis and possible scenarios
On Our Radar·ETWO·Oct 25, 2021·2 min read
On Our Radar
ETWO
ETWO - technical analysis and possible scenarios
Oct 25, 2021 · 2 min
The new race for technology companies: to fix vulnerabilities before attackers arrive
On Our Radar·CRWD·Sep 6, 2026·2 min read
On Our Radar
CRWD
The new race for technology companies: to fix vulnerabilities before attackers arrive
Sep 6, 2026 · 2 min
Tesla's next growth engine?
Deepdives·TSLA·Sep 5, 2026·4 min read
Deepdives
TSLA
Tesla's next growth engine?
Sep 5, 2026 · 4 min
Tesla's next growth engine?
PremiumDeepdives·TSLA·Sep 4, 2026·4 min read
DeepdivesPremium
TSLA
Tesla's next growth engine?
Sep 4, 2026 · 4 min
Ondas: a security supermarket of drones and AI
PremiumDeepdives·ONDS·Sep 2, 2026·7 min read
DeepdivesPremium
ONDS
Ondas: a security supermarket of drones and AI
Sep 2, 2026 · 7 min
Ondas: the people behind 'the Costco of the defense world'
PremiumDeepdives·ONDS·Sep 2, 2026·10 min read
DeepdivesPremium
ONDS
Ondas: the people behind 'the Costco of the defense world'
Sep 2, 2026 · 10 min
The week when markets will have to answer some difficult questions
PremiumMarket Overview·MDB·Aug 30, 2026·3 min read
Market OverviewPremium
MDB
The week when markets will have to answer some difficult questions
Aug 30, 2026 · 3 min
The week that could dictate August's direction?
PremiumMarket Overview·PLTR·Aug 2, 2026·2 min read
Market OverviewPremium
PLTR
The week that could dictate August's direction?
Aug 2, 2026 · 2 min
History in the world of artificial intelligence: autonomous AI agent performed a real cyberattack
Breaking·CRWD·Jul 30, 2026·4 min read
Breaking
CRWD
History in the world of artificial intelligence: autonomous AI agent performed a real cyberattack
Jul 30, 2026 · 4 min
Nokia and Nvidia launch groundbreaking AI communication platform
PremiumBreaking·NOK·Jul 15, 2026·2 min read
BreakingPremium
NOK
Nokia and Nvidia launch groundbreaking AI communication platform
Jul 15, 2026 · 2 min
Amazon, Google, Microsoft, Meta, and Oracle set to invest $1.2 trillion in AI centers
PremiumOn Our Radar·ANET·Jul 14, 2026·1 min read
On Our RadarPremium
ANET
Amazon, Google, Microsoft, Meta, and Oracle set to invest $1.2 trillion in AI centers
Jul 14, 2026 · 1 min
Musk's next plan: Tesla to turn charging stations into an artificial brain
Deepdives·Jun 25, 2026·1 min read
Deepdives
Musk's next plan: Tesla to turn charging stations into an artificial brain
Jun 25, 2026 · 1 min
The true story behind the White House's war on Anthropic's 'Mythos' model - not what you thought
Market Overview·CRWD·Jun 21, 2026·4 min read
Market Overview
CRWD
The true story behind the White House's war on Anthropic's 'Mythos' model - not what you thought
Jun 21, 2026 · 4 min
Perfect timing or a hint of what's to come?
Breaking·Jun 10, 2026·1 min read
Breaking
Perfect timing or a hint of what's to come?
Jun 10, 2026 · 1 min
Conflict of interest in the House of Representatives?
Politicians·MU·Jun 8, 2026·1 min read
Politicians
MU
Conflict of interest in the House of Representatives?
Jun 8, 2026 · 1 min
Evercore model: AI token consumption will explode demand for infrastructure
Deepdives·NVDA·May 25, 2026·3 min read
Deepdives
NVDA
Evercore model: AI token consumption will explode demand for infrastructure
May 25, 2026 · 3 min
What is happening with cybersecurity companies
Deepdives·CRWD·Apr 15, 2026·5 min read
Deepdives
CRWD
What is happening with cybersecurity companies
Apr 15, 2026 · 5 min
The CEO does not hesitate
PremiumInsiders·PANW·Mar 30, 2026·1 min read
InsidersPremium
PANW
The CEO does not hesitate
Mar 30, 2026 · 1 min
Palo Alto: strong AI thesis despite the report
PremiumOn Our Radar·PANW·Feb 18, 2026·1 min read
On Our RadarPremium
PANW
Palo Alto: strong AI thesis despite the report
Feb 18, 2026 · 1 min
Dan Ives' 2026 roadmap: is the fourth industrial revolution accelerating?
Analysts·NVDA·Jan 2, 2026·3 min read
Analysts
NVDA
Dan Ives' 2026 roadmap: is the fourth industrial revolution accelerating?
Jan 2, 2026 · 3 min
A large activist investor takes a deep position in cybersecurity
PremiumInsiders·RPD·Dec 9, 2025·1 min read
InsidersPremium
RPD
A large activist investor takes a deep position in cybersecurity
Dec 9, 2025 · 1 min
Palantir with an innovative move: this is what the innovative growth engine of the AI giant looks like!
Deepdives·PLTR·Dec 8, 2025·2 min read
Deepdives
PLTR
Palantir with an innovative move: this is what the innovative growth engine of the AI giant looks like!
Dec 8, 2025 · 2 min
When members of Congress buy, we follow
Politicians·ANET·Nov 17, 2025·1 min read
Politicians
ANET
When members of Congress buy, we follow
Nov 17, 2025 · 1 min
Welcome to Nvidia week
Market Overview·NVDA·Nov 17, 2025·4 min read
Market Overview
NVDA
Welcome to Nvidia week
Nov 17, 2025 · 4 min
When members of congress buy, we follow
PremiumPoliticians·ANET·Nov 17, 2025·1 min read
PoliticiansPremium
ANET
When members of congress buy, we follow
Nov 17, 2025 · 1 min
Pack your bags - 10 interesting facts you might not know about Booking!
Deepdives·BKNG·Nov 6, 2025·3 min read
Deepdives
BKNG
Pack your bags - 10 interesting facts you might not know about Booking!
Nov 6, 2025 · 3 min
Elon Musk breaks boundaries again, this time with an idea that could turn Tesla into a global computing company?
Deepdives·TSLA·Nov 5, 2025·2 min read
Deepdives
TSLA
Elon Musk breaks boundaries again, this time with an idea that could turn Tesla into a global computing company?
Nov 5, 2025 · 2 min
F5: breach or opportunity?
PremiumBreaking·FFIV·Oct 20, 2025·1 min read
BreakingPremium
FFIV
F5: breach or opportunity?
Oct 20, 2025 · 1 min
Tencent: Chinese tech giant
PremiumDeepdives·Sep 9, 2025·1 min read
DeepdivesPremium
Tencent: Chinese tech giant
Sep 9, 2025 · 1 min
Weekly review: US rating downgrade and earnings season
PremiumMarket Overview·PANW·May 18, 2025·1 min read
Market OverviewPremium
PANW
Weekly review: US rating downgrade and earnings season
May 18, 2025 · 1 min
Weekly review: earnings, interest rates, and preparation for the coming week
PremiumMarket Overview·PLTR·May 4, 2025·1 min read
Market OverviewPremium
PLTR
Weekly review: earnings, interest rates, and preparation for the coming week
May 4, 2025 · 1 min
Stocks far from their peak: has the train left the station?
On Our Radar·CELH·Apr 28, 2025·2 min read
On Our Radar
CELH
Stocks far from their peak: has the train left the station?
Apr 28, 2025 · 2 min
The market is rising: what does it mean to be a bear?
Market Overview·RKLB·Apr 25, 2025·2 min read
Market Overview
RKLB
The market is rising: what does it mean to be a bear?
Apr 25, 2025 · 2 min
Archer and United Airlines unveil a crazy transportation vision
Deepdives·ACHR·Apr 22, 2025·4 min read
Deepdives
ACHR
Archer and United Airlines unveil a crazy transportation vision
Apr 22, 2025 · 4 min
Google launches groundbreaking AI: is the stock trading cheaply?
Deepdives·GOOGL·Apr 11, 2025·4 min read
Deepdives
GOOGL
Google launches groundbreaking AI: is the stock trading cheaply?
Apr 11, 2025 · 4 min
The defense sector: an investment opportunity amid geopolitical tension
PremiumOn Our Radar·NOC·Mar 14, 2025·4 min read
On Our RadarPremium
NOC
The defense sector: an investment opportunity amid geopolitical tension
Mar 14, 2025 · 4 min
Congressman's purchase: pay attention to this
PremiumPoliticians·GOOGL·Jan 16, 2025·1 min read
PoliticiansPremium
GOOGL
Congressman's purchase: pay attention to this
Jan 16, 2025 · 1 min
The trade war escalates
PremiumBreaking·META·Dec 16, 2024·1 min read
BreakingPremium
META
The trade war escalates
Dec 16, 2024 · 1 min
Former Speaker of the House updates her investment portfolio!
Politicians·NVDA·Nov 30, 2024·1 min read
Politicians
NVDA
Former Speaker of the House updates her investment portfolio!
Nov 30, 2024 · 1 min
Former Speaker of the House updates her investment portfolio!
PremiumPoliticians·NVDA·Nov 30, 2024·1 min read
PoliticiansPremium
NVDA
Former Speaker of the House updates her investment portfolio!
Nov 30, 2024 · 1 min
E2open: initial review and management purchases
Insiders·ETWO·Oct 25, 2021·1 min read
Insiders
ETWO
E2open: initial review and management purchases
Oct 25, 2021 · 1 min