Rob
@TechStockRadar
Tech research/analysis. Former Rukeyser writer. Founder/Editor of Tech-Stock Prospector monthly report. Read the TSP Weekly Tech Stock Update on Substack.
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$VRNS $HUBS $MSFT $TEAM $SNOW $MDB Tech-Stock Prospector Weekly Update--Nov 1 techstockprospector.substack.com/p/tsp-weekly-t…
$TEAM Atlassian FQ1 cloud rev +25.9%, above guide of +22.5%. Raised FY'26 cloud rev growth outlook to +22.5% from +21% previously.
$GOOGL Alphabet Q3 Google Cloud rev $15.2 billion +34%, accel from +32% in Q2
$PSTG $AAPL $NOW $MSFT $GOOGL $ZS Tech-Stock Prospector Weekly Update--Oct 25 techstockprospector.substack.com/p/tsp-weekly-t…
$GTLB $LITE $AVGO $PANW $HUBS $GOOGL Tech-Stock Prospector Weekly Update--Oct 18 techstockprospector.substack.com/p/tsp-weekly-t…
$BABA $CFLT $ESTC $AVGO $DDOG $MSFT Tech-Stock Prospector Weekly Update--Oct 11 techstockprospector.substack.com/p/tsp-weekly-t…
$NVDA $MPWR $PANW $AAPL $SNOW $DDOG Tech-Stock Prospector Weekly Update--Oct 4 techstockprospector.substack.com/p/tsp-weekly-t…
$PSTG $NOW $MSFT $AAPL $GOOGL $ZS Tech-Stock Prospector Weekly Update--Sep 27 techstockprospector.substack.com/p/tsp-weekly-t…
$WDAY $PANW $CRWD $MSFT $AAPL $MDB Tech-Stock Prospector Weekly Update--Sep 20 techstockprospector.substack.com/p/tsp-weekly-t…
$WDAY Elliott says it has a $2 billion+ stake in Workday, now one of the top holders finance.yahoo.com/news/elliott-i…
$AVGO $GTLB $RBRK $MSFT $TEAM $NTNX Tech-Stock Prospector Weekly Update--Sep 13 techstockprospector.substack.com/p/tsp-weekly-t…
$RBRK Rubrik beat & raise. FQ2 rev +51%, accel from +49% FQ1. Sub ARR +36% to $1.25 bil
$AVGO $BRZE $GOOGL $SNOW $U $PANW Tech-Stock Prospector Weekly Update--Sep 6 techstockprospector.substack.com/p/tsp-weekly-t…
$AVGO $ZS $SNOW $MDB $CRWD $GOOGL Tech-Stock Prospector Weekly Update--August 30 techstockprospector.substack.com/p/tsp-weekly-t…
$PSTG Pure Storage +31% on strong FQ2 report & FQ3 guide. Wrote about this a couple weeks ago. techstockprospector.substack.com/p/tsp-weekly-t…
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