Atlassian Corporation $TEAM Deep Dive

Executive Summary: Atlassian Corporation is an Australian software company that develops products for software developers, project managers, and other software development teams. Its flagship product is Jira, a team planning and project management platform. Atlassian also offers Confluence, a team content creation and sharing solution, and Bitbucket, a team code sharing and management software. Atlassian…

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Citigroup deep dive and 2025 outlook $C

1. Company Overview Citigroup Inc. is a leading global financial institution offering a broad range of services including consumer banking, investment banking, credit cards, wealth management, and treasury and trade solutions. Headquartered in New York City, Citi operates in over 160 countries and serves more than 200 million customer accounts. The company is one of…

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Roku Inc $ROKU Deep Dive

Executive Summary: Roku Inc. is a leading American technology company that revolutionized the streaming industry. They pioneered streaming devices that allow users to access a vast library of movies, TV shows, and other content directly on their televisions. The company has since expanded its offerings to include smart TVs, soundbars, and an ad-supported streaming service….

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Salesforce earnings review and deep dive $CRM

Salesforce is a global leader in cloud-based enterprise software, best known for its CRM (Customer Relationship Management) suite that spans sales, service, marketing, commerce and analytics.  It offers a broad set of cloud applications — including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud — and supports heavy customization, integrations, AI-powered features and enterprise workflows. …

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Bank of New York Mellon deep dive and 2026 outlook $BK

The Bank of New York Mellon Corporation (BNY Mellon) is one of the world’s oldest and largest financial institutions. It specializes in asset servicing, custody, investment management, and wealth services for institutional and individual clients across 35+ countries. BNY Mellon acts as a backbone of global capital markets, managing and safeguarding assets through the entire investment lifecycle….

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Clear Secure Deep Dive and 2025 outlook $YOU

Clear Secure, Inc. (NYSE: YOU) is a U.S.-based identity verification company founded in 2010 and headquartered in New York City. It operates the CLEAR platform, which leverages biometric technology to streamline identity verification processes, primarily in airport security. In 2024, Clear Secure reported annual revenues of $874 million, reflecting a 16% year-over-year growth. Its main competitors include Idemia,…

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Airbnb deep dive and 2026 outlook $ABNB

Company Overview Airbnb operates the world’s largest two-sided marketplace for short-term accommodations, long-term stays, and curated experiences, connecting hosts and guests across more than 220 countries and regions. Founded in 2008 and headquartered in San Francisco, the platform has structurally reshaped global travel by converting underutilized housing supply into a scalable lodging alternative. In 2024,…

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Wipro Limited Deep dive and 2025 outlook $WIT

Wipro Limited is a leading global information technology, consulting, and business process services company headquartered in Bangalore, India. Founded in 1945, Wipro has evolved from a vegetable oil manufacturer into a major player in IT services, cloud, cybersecurity, AI, and engineering services. The company operates in over 60 countries and serves clients across industries including…

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Rubrik earnings review deep dive and 2025 outlook $RBRK

1. Company Overview Rubrik, Inc. (NYSE: RBRK) is a leading cybersecurity and data management company based in Palo Alto, California. Founded in 2014, the company focuses on “Zero Trust Data Security™,” helping enterprises secure, manage, and recover their data across hybrid and multi-cloud environments. Its solutions cover backup, disaster recovery, ransomware detection, and compliance monitoring,…

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Globant S.A. $GLOB Deep Dive

Executive Summary: Globant S.A. is a traded IT and software development company. It operates globally, providing digital transformation services and solutions to businesses across various industries. Globant focuses on helping clients reinvent their businesses through the use of cutting-edge technologies like AI, cloud, and metaverse. Globant is a prominent player in the digital transformation space,…

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