DruckFin

ERock Deep Dive: Hyper-Growth Sales Backlog Confronts Capital Intensity and Legacy Industrial Giants

Forbright Deep Dive: Re-Engineering the Commercial Banking Paradigm Through Asset-Light Fees and Digital-First Deposit Aggregation

Parabilis Medicines Deep Dive: Exceptional β-Catenin Efficacy vs. Intravenous Delivery Hurdles and Geopolitical Concentration Risks

Liftoff Mobile Deep Dive: Decoupling and Dominance in the Independent App Economy

NVIDIA Transcript: Vera Rubin AI Platform Enters Full Production as Agents Transform Computing Economics

Bloomberg Live: Broadcom's Hock Tan Says M&A Is Dead to Him — and OpenAI Chips Are On Track for Production by Year-End

JP Morgan: SpaceX's Real IPO Pitch Is Space-Based AI Data Centers and 100x Bandwidth — Not Just Rockets

Cerebras CEO: "Nobody Wants Slow AI" — A $20B OpenAI Deal, the AWS Architecture Play, and Why This Is Not a Bubble

All-In Podcast: Coatue's Laffont Sees $4 Trillion AI IPO Wave as the Ecosystem's Great Reckoning

All-In Podcast: OpenAI CFO Reveals New Consumer Device, Compute Scarcity Through 2027, and a Coming Ad Platform That Marries Google's Intent With Meta's Targeting

Cerebras Systems Transcript: CEO Reveals $25 Billion AI Backlog and Explains Why the AI Bubble is a Myth

Bloomberg Live: Mira Murati's Thinking Machines Is Building AI That Listens Between the Words — and That's the Whole Point

NVIDIA Transcript: Vera Rubin Now in Full Production and a Brand New CPU Built Specifically for AI Agents

Bank of America Tech Conference: Elastic Reveals FedRAMP High Certification and Multimodal AI Embedding Push as Growth Catalysts

CME's Duffy Draws 2007 Parallel on Crypto Perps, Flags China-Taiwan as the Market Risk Nobody Is Pricing

Guidewire's AI Productivity Gains Are Cutting Migration Times by 35% — And That's Just the Beginning

Samsara Q1 FY2027: Physical AI Monetization Takes Shape as $2 Billion ARR Milestone Arrives With Acceleration, Not Fatigue

Viking Therapeutics: Oral GLP-1/GIP Phase III Gets FDA Green Light, Monthly Dosing Data Could Reshape the Obesity Label

ServiceTitan: Max Is Working — 50% Revenue-Per-Tech Gains and Fully Automated Jobs Signal a Genuine Operating System Shift

Argan: $2 Billion Revenue Within Reach as Gas Plant Dominance and Record Margins Signal a New Earnings Tier

Rubrik: The Mythos Effect Is Real — AI-Speed Attacks Are Driving a Step-Change in Cyber Resilience Demand

Planet Labs: Record Revenue, 8-Figure Sovereign Deal, and a Gen 2 Pelican on the Launchpad Signal a Business at Inflection Point

Motorola Solutions: D-Fend Acquisition Reveals a $1B Counter-Drone TAM Set to Triple by 2030, While SVX Body Camera Targets Axon's Tier 1 Stronghold

Zscaler CEO: "Agentic AI Is the Biggest Unsolved Problem in Security — and We're Launching the Solution Next Week"

William Blair: Manhattan Associates Posts Back-to-Back Record Booking Quarters Amid Market Turmoil — AI Agents Delivering 6–30% Shipment Lift in Production

Figure Technology Solutions: The Only Blockchain Lender With AAA Ratings and $1.4 Billion in Monthly Volume Is Now Building the Fannie Mae of Tokenized Credit

Lumentum: Supply Constrained Today, Scale-Up Tsunami Coming in 2028

ON Semiconductor: From $5K to $115K Per Rack — The 800-Volt Opportunity Wall Street Is Underestimating

Netskope Q1 FY2027: AI Security Pipeline Is the Fastest-Growing in Company History — and the Ramp Is Just Beginning

Nebius: The Neocloud Built for Inference, Agents, and Margin — Not Just Megawatts

CrowdStrike: The "Mythos Moment" Rewrites the Cybersecurity Growth Story — AIDR Could Be Bigger Than EDR

Cadence CEO: AI Agents Are Driving More Base Tool Usage, Not Less — And the IP Business Is Finally World-Class

Broadcom Q2 2026 Earnings: $100 Billion AI Target Already Looks Conservative as Bookings Surge to $30 Billion in a Single Quarter

Evercore: ServiceNow's Data Business Is on Track for $1B+ ARR, and the Moat Is Bigger Than Investors Realize

Marvell's CEO: Scale-Up Is a Greenfield Market Worth "Potentially Very Large" Revenues — and None of It Is in the Forecast Yet

Reddit CEO: "AI Does Not Exist Without Reddit" — And the Company Is Starting to Charge for It

Bank of America: Autodesk's $3.6B MaintainX Deal Closes the Loop on a $40B TAM — and the AI Moat Is More Durable Than It Looks

Rubrik Delivers Record Q4 With 90%+ Win Rates, But Agent Cloud Contribution Remains a Multi-Year Wait

GitLab's Agentic Pivot Gains Real Traction, But Growth Deceleration and Restructuring Costs Cloud the Near-Term Picture

Rockwell Automation: Data Centers Doubling, Broad CapEx Recovery Still Missing — Here Is What Actually Matters

Bank of America Tech Conference: ADI's CFO Flags Vertical Power as the Next Big Data Center Opportunity — and Auto Is Already Inflecting

AMD: Agentic AI Is Quietly Becoming a Bigger CPU Story Than the GPU Cycle

Snowflake Bets the Company on Cortex Analyst and Cowork — and Commits to GAAP Profitability by Q4 FY2028

NIQ: Agentic Commerce and AI Monetization Are Not in the Numbers Yet — That Is the Point

Palo Alto Networks: AI-Driven Threats Are Structurally Expanding Cybersecurity Demand — Not Killing It

Baird: Zscaler Bets the Agentic Era Will Dwarf Its Entire Existing Business — and It Has a Plan to Monetize It

Teradyne Eyes $20B Test TAM and a Shot at NVIDIA's CPU Rival — But the Big Win Is Still 3-4 Years Away

Ambarella: CV8 Two-Nanometer Chip Returns in Weeks, Production Ramp Set for Q2 2026 — With a Second LTA Quietly in Place

Evercore: Marvell's Networking IP Is Becoming the Backbone of Every Major AI Architecture — and Hyperscalers Are Noticing

Intel: 18A Yield Milestone Pulled Forward, CPU TAM Now "Big Enough" to Drive Meaningful Revenue Growth

Celestial AI vs Dust Photonics Deep Dive

Fluence Energy Lands Two Hyperscaler MSAs, Doubles Order Intake — But Execution Risk Looms as Back-Half Loaded Revenue Model Demands Flawless Delivery

Nynomic Deep Dive

Oxford Instruments Weathers a Brutal Q1, But Compound Semiconductor Surge Points to a Stronger Second Half

Klingelnberg Deep Dive

Generac Raises Guidance as Data Center Backlog Surges to $700M and Hyperscale Finish Line Comes Into View

Boost Run Deep Dive

Veracyte Storms Into 2026 With Back-to-Back Landmark Launches Imminent — and a Profitability Level That Demands Attention

Okta's AI Agent Pipeline Is Record-Breaking — But Revenue Impact Remains Minimal for Now

Oklo Bets on Plutonium as the Bridge Fuel Nobody Saw Coming, While Racing to First Criticality

Recursion Pharmaceuticals: FAP Registrational Trial and RBM39 Early Signal Emerge as Near-Term Catalysts, But Cash Discipline Remains the Defining Story

Liftoff Mobile Deep Dive

Waters Corporation Hits the Ground Running on BD Integration, Raises Full-Year Outlook After Blowout First Quarter

British American Tobacco: FDA Enforcement Shift and Velo's U.S. Surge Rewrite the New Category Playbook

Tempus AI: The Ark Is Already Built — FDA Approval, a $200M Foundation Model, and a Data Moat Pharma Can't Replicate

Intel Computex 2026: Agentic AI Flips the GPU/CPU Ratio — and Intel Has the Rack to Prove It

Credo Technology: Optical Revenue Set to Exceed $600 Million in Fiscal 2027 as Dust Photonics Acquisition Closes

GRAIL's NHS-Galleri Trial Delivers a 27% Stage IV Reduction by Year Three — and Reveals a Hidden Epidemic of Undiagnosed Late-Stage Cancer

Pathway Debate: Transformer Co-Inventor Lukasz Kaiser Concedes a Post-Transformer Architecture Could Win — If It Shows a 10x Improvement

Sivers Semiconductors: Pipeline Rockets to $800M But Near-Term Revenue Remains Elusive as FX and Defense Delays Bite

Tempus AI: A Valuation Paradox as Foundation Model Performance and Tumor-Only FDA Approval Reframe the Growth Story

Phreesia Deep Dive

WhiteHawk Minerals Deep Dive

Sunshine Silver Mining & Refining Deep Dive

Safepoint Holdings Deep Dive

Quantinuum Deep Dive

Innio NV Deep Dive

Applied Aerospace & Defense Deep Dive

Parker Hannifin Deep Dive

Parker-Hannifin: Filtration Group Integration Already Mobilized, Power Gen Backlog Building as Industrial Recovery Remains Measured