Kristal Lens by Kristal.AI

Kristal Lens by Kristal.AI

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Alibaba Q1 FY27: The Escrow Reversal
Cloud economics are improving. Shareholders are being asked to fund the proof upfront.
 • Kristal Lens by Kristal.AI
Tencent 2Q26: The Tollbooth Needs Tolls
Weixin’s agent advantage is getting clearer. The returns on AI spending are not.
 • Kristal Lens by Kristal.AI
Adobe 3QFY26 Earnings: The Price of Staying Essential
At roughly ten times earnings, Adobe’s investment case turns on whether pessimism has outrun the damage or is anticipating it.
 • Kristal Lens by Kristal.AI
Oracle’s 1QFY27 Earnings: What Oracle Gets to Keep
Customers are financing the build. The question is what Oracle keeps after delivery.
 • Kristal Lens by Kristal.AI
Zscaler Q4 FY26: A Bigger Circulatory System
Machine-scale security is expanding the opportunity. Its normalized cost is still unknown.
 • Kristal Lens by Kristal.AI
Snowflake Q2FY27 Earnings: The Interface Becomes the Engine
AI is not just adding workloads. It is making Snowflake easier to consume.
 • Kristal Lens by Kristal.AI
Broadcom Q3’FY26 Earnings: The Customer Is the Integrator
Broadcom is becoming indispensable without necessarily becoming more powerful
 • Kristal Lens by Kristal.AI
Credo Q1 FY2027: The Cost of Owning the Link
Credo is becoming more important to the connection. The question is how much of that importance it can monetize.
 • Kristal Lens by Kristal.AI
Credo Q1 FY2027: The Cost of Owning the Link
Credo is becoming more important to the connection. The question is how much of that importance it can monetize.
 • Kristal Lens by Kristal.AI
Palo Alto Networks 4QFY26: The Missing Premium
The customer loop is working. The shareholder loop still has to close.
 • Kristal Lens by Kristal.AI

August 2026

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