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Rubrik's Q2 FY26 Earnings
Q2 FY26 proves the cyber resilience engine can fund AI ambitions, but can Rubrik build a control plane before cloud providers achieve 'good enough'
Sep 10
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Kristal Lens by Kristal.AI
Oracle's 1QFY26 Earnings: Strategic Vindication
How Oracle's 2016 cloud failure forced a technical decision that positioned them to capture the $455 billion AI infrastructure windfall
Sep 10
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Kristal Lens by Kristal.AI
1
1
Silicon, Software, Scarcity: Nvidia's Playbook Meets the Hyperscaler Imperative
How Nvidia’s platform playbook collided with the hyperscaler imperative—and rewired the AI infrastructure economy
Sep 9
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Kristal Lens by Kristal.AI
1
From Blackouts to Bulletproof: How Vistra Turned Power Into a Product
From a $2B crisis during Winter Storm Uri to a $6.8B EBITDA floor, Vistra has reinvented itself as the supplier of certainty in an AI-powered world.
Sep 8
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Kristal Lens by Kristal.AI
1
Broadcom 3QFY25 Earnings — The Network Is (Still) the Computer
Shift from sustaining growth to accelerating it
Sep 5
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Kristal Lens by Kristal.AI
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1
Credo's 1QFY26: Moment Accelerates
Why AI’s router company may be repeating Cisco’s 1990s playbook
Sep 4
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Kristal Lens by Kristal.AI
1
The Platform Transformation Wall Street Still Doesn't Understand
From Salesforce’s 2008 Crisis to Zscaler’s 2025 Validation: How AI Forces Infrastructure Decisions
Sep 3
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Kristal Lens by Kristal.AI
August 2025
CrowdStrike 2QFY26 Earnings: The Flex Flywheel Ignites
Why the Market Missed the Most Transformative Quarter in CrowdStrike’s Platform Evolution
Aug 29
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Kristal Lens by Kristal.AI
1
The Interface Collapse: How Snowflake Is Winning the AI Era by Making Expertise Obsolete
Forget the model wars. Snowflake is doing to AI what Oracle did to databases—removing complexity, collapsing interfaces, and capturing the enterprise
Aug 28
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Kristal Lens by Kristal.AI
1
NVIDIA 2QFY26 Earnings: The $7 Billion Bet That Made NVIDIA’s Future
From a “puzzling” Mellanox deal to $7.3B in quarterly networking revenue and 40–50% growth visibility into 2026
Aug 28
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Kristal Lens by Kristal.AI
The Narrative-Price Pendulum: How Adobe's Story Swings Between Disruption and Infrastructure
Why ADBE trades at “maximum uncertainty” (≈6.7× EV/Sales) and what must change for the multiple to reset.
Aug 26
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Kristal Lens by Kristal.AI
NU Holdings Q2’25 — Trust, Priced In: What Mexico Just Proved
Rate cuts didn’t shake deposits, earnings quality stepped up, and the global platform clock sped up.
Aug 21
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Kristal Lens by Kristal.AI
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