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Broadcom 4QFY25 Earnings: The Discipline Discount
The market punished Broadcom for telling the truth. That tells you everything about AI investing right now.
Dec 12
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Kristal Lens by Kristal.AI
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Oracle 2QFY26 Earnings: The Capital Chasm
A $523B AI backlog, a 43% CapEx surprise, and why Oracle’s tollbooth now looks like a turnpike under construction.
Dec 11
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Kristal Lens by Kristal.AI
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Rubrik Q3 FY26 Earnings: The Janitor Who Became the Bodyguard
From backup vendor to security platform, Rubrik’s quarter shows the business model—and the narrative—have fundamentally changed.
Dec 5
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Kristal Lens by Kristal.AI
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Salesforce 3QFY26 Earnings: The Capacity Discrepancy
When a company hires 23% more salespeople while guiding to 9% growth, one of those numbers is wrong.
Dec 5
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Kristal Lens by Kristal.AI
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Snowflake 3QFY26 Earnings: The 800 Basis Points Nobody Noticed
Snowflake 3QFY26 Earnings: The 800 Basis Points Nobody Noticed
Dec 4
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Kristal Lens by Kristal.AI
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CrowdStrike’s 3QFY26 Earnings: The Recovery Quarter
TL;DR The comp illusion: Q3’s 73% new ARR surge flatters last year’s post-outage disaster; the real growth rate is ~20%, not a re-acceleration
Dec 3
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Kristal Lens by Kristal.AI
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MongoDB's 3QFY26: The Binary Bet on AI and Modernization
AI is pulling forward cloud migrations even as enterprise logos quietly shrink, leaving MongoDB priced for a winner-takes-most outcome rather than a…
Dec 3
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Kristal Lens by Kristal.AI
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Credo’s 2QFY26 Earnings: Reliability, not cables
How a tiny link glitch created a billion-dollar toll road—and why hyperscalers are standardizing on Credo’s invisible infrastructure.
Dec 2
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Kristal Lens by Kristal.AI
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November 2025
Zscaler's 1QFY26: Hotel California Quarter
Why a stock down 13% after a Rule-of-78 quarter may be a gift, not a warning.
Nov 27
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Kristal Lens by Kristal.AI
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Alibaba Q2 FY26: Peak Investment or Peak Delusion?
A quarter that proves the strategy works—and that the balance sheet can’t absorb many more quarters like it.
Nov 26
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Kristal Lens by Kristal.AI
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PANW After Q1 FY26: The $13 Billion Assembly Test
As AI reshapes telemetry, PANW is racing to unify five platforms into one data layer—before Microsoft bundles it all away
Nov 21
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Kristal Lens by Kristal.AI
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Nvidia 3QFY26 Earnings: Industrialization of Reasoning
How reasoning workloads and full-stack lock-in turned a GPU vendor into infrastructure
Nov 20
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Kristal Lens by Kristal.AI
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