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CRM F3Q25 Earnings: Rise of Agents
A small beat, but big price reactions
Dec 9, 2024 • 
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CRM F3Q25 Earnings: Rise of Agents
NVDA F3Q25 Earnings: Less Firework But More Conviction
Noises here to stay, Blackwell ramp and GTC the next catalysts
Dec 1, 2024 • 
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NVDA F3Q25 Earnings: Less Firework But More Conviction

September 2024

2Q24 CSPs CapEx Commentaries Recap
ORCL upgraded guide for the next FY, META upgraded bottom of the range
Sep 3, 2024 • 
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2Q24 CSPs CapEx Commentaries Recap
A Little about Tech Byte and Why You Want to Subscribe
We provide you both the information and the ideas of TMT stocks
Sep 2, 2024 • 
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A Little about Tech Byte and Why You Want to Subscribe
NVDA F2Q25 Earnings: Ramp Schedule Revisit
Results are solid and there is a lot to like from here
Sep 1, 2024 • 
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NVDA F2Q25 Earnings: Ramp Schedule Revisit
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