This week's visuals
Businesses covered in the week's newsletter: Bloom Energy, Arista Networks, AsteraLabs, Palantir, Coherent, MercadoLibre, Sandisk, Nebius, Iren & Ouster.
Another week, another newsletter! I've had some catching up to do after a lot of earnings coverage over the past few weeks. So this week's newsletter covers the most recently published visuals and earnings recaps, in case you missed any.
Let's start with the latest one-pagers, covering Bloom Energy, Arista Networks, Astera Labs & Palantir:
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