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Compounding Your Wealth

Sergey publishes long-term investing research, growth-stock deep dives, and detailed earnings analyses.

https://sergeycyw.substack.com/

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Latest post16 Oct 2026
Rubrik, Inc.$RBRK Rubrik: Revenue Grows 43% as Agentic AI Creates New Opportunities-16 Oct 2026
Meta Platforms, Inc.$META: Muse Hits 5 Million Downloads in 22 Days, but Rising CapEx Pressures FCF-13 Oct 2026
Shopify Inc.Shopify Is Becoming the Infrastructure Layer for AI Commerce, But are Valuation Too High?-8 Oct 2026
Cloudflare, Inc.My Stock Portfolio Review, September 2026-1 Oct 2026
CrowdStrike Holdings, Inc.My Stock Portfolio Review, September 2026-1 Oct 2026
Sea LimitedSea Limited: Growth Accelerating, but Is TikTok Shop a Major Threat?-30 Sept 2026
Cloudflare, Inc.Cloudflare Is Winning from Agentic AI Traffic, but Is It Already Priced In?-24 Sept 2026
Axon Enterprise, Inc.Q2 2026 SaaS Performance-10 Sept 2026
Samsara Inc.Q2 2026 SaaS Performance-10 Sept 2026
SentinelOne, Inc.Q2 2026 SaaS Performance-10 Sept 2026
HubSpot, Inc.Q2 2026 SaaS Performance-10 Sept 2026
ServiceNow, Inc.Q2 2026 SaaS Performance-10 Sept 2026
Palo Alto Networks, Inc.Q2 2026 SaaS Performance-10 Sept 2026
CrowdStrike Holdings, Inc.Q2 2026 SaaS Performance-10 Sept 2026
Zscaler, Inc.Q2 2026 SaaS Performance-10 Sept 2026
monday.com Ltd.Q2 2026 SaaS Performance-10 Sept 2026
Veeva Systems Inc.Q2 2026 SaaS Performance-10 Sept 2026
Datadog, Inc.Q2 2026 SaaS Performance-10 Sept 2026
GitLab Inc.Q2 2026 SaaS Performance-10 Sept 2026
Cloudflare, Inc.Q2 2026 SaaS Performance-10 Sept 2026
Snowflake Inc.Q2 2026 SaaS Performance-10 Sept 2026
MongoDB, Inc.Q2 2026 SaaS Performance-10 Sept 2026
Atlassian CorporationQ2 2026 SaaS Performance-10 Sept 2026
Palantir Technologies Inc.Q2 2026 SaaS Performance-10 Sept 2026
Rubrik, Inc.Q2 2026 SaaS Performance-10 Sept 2026
Zscaler, Inc.Samsara, Zscaler Earnings Q2 2026-4 Sept 2026
Samsara Inc.Samsara, Zscaler Earnings Q2 2026-4 Sept 2026
Broadcom Inc.Snowflake Earnings & Broadcom Q2 2026 Snapshot-3 Sept 2026
Snowflake Inc.Snowflake Earnings & Broadcom Q2 2026 Snapshot-3 Sept 2026
GitLab Inc.Palo Alto, MongoDB, GitLab Earnings Q2 2026-2 Sept 2026
MongoDB, Inc.Palo Alto, MongoDB, GitLab Earnings Q2 2026-2 Sept 2026
Palo Alto Networks, Inc.Palo Alto, MongoDB, GitLab Earnings Q2 2026-2 Sept 2026
Salesforce, Inc.Rubrik, SentinelOne, Salesforce Earnings Q2 2026-28 Aug 2026
SentinelOne, Inc.Rubrik, SentinelOne, Salesforce Earnings Q2 2026-28 Aug 2026
Rubrik, Inc.Rubrik, SentinelOne, Salesforce Earnings Q2 2026-28 Aug 2026
Veeva Systems Inc.Nvidia, CrowdStrike, Veeva Earnings Q2 2026-27 Aug 2026
CrowdStrike Holdings, Inc.Nvidia, CrowdStrike, Veeva Earnings Q2 2026-27 Aug 2026
NVIDIA CorporationNvidia, CrowdStrike, Veeva Earnings Q2 2026-27 Aug 2026
Sea LimitedSea Ltd Earnings Q2 2026-12 Aug 2026
Cloudflare, Inc.Datadog, Cloudflare Earnings Q2 2026-7 Aug 2026
Datadog, Inc.Datadog, Cloudflare Earnings Q2 2026-7 Aug 2026
Axon Enterprise, Inc.MercadoLibre, AppLovin, Axon Earnings Q2 2026-6 Aug 2026
AppLovin CorporationMercadoLibre, AppLovin, Axon Earnings Q2 2026-6 Aug 2026
MercadoLibre, Inc.MercadoLibre, AppLovin, Axon Earnings Q2 2026-6 Aug 2026
Advanced Micro Devices, Inc.Shopify Earnings & AMD Q2 2026 Snapshot-5 Aug 2026
Shopify Inc.Shopify Earnings & AMD Q2 2026 Snapshot-5 Aug 2026
Grab Holdings LimitedPalantir Earnings & Grab Q2 2026 Snapshot-4 Aug 2026
Palantir Technologies Inc.Palantir Earnings & Grab Q2 2026 Snapshot-4 Aug 2026
Reddit, Inc.Amazon Earnings & Reddit Q2 2026 Snapshot-31 Jul 2026
Amazon.com, Inc.Amazon Earnings & Reddit Q2 2026 Snapshot-31 Jul 2026
Fortinet, Inc.Meta, Microsoft Earnings & Fortinet Q2 2026 Snapshot-30 Jul 2026
Microsoft CorporationMeta, Microsoft Earnings & Fortinet Q2 2026 Snapshot-30 Jul 2026
Meta Platforms, Inc.Meta, Microsoft Earnings & Fortinet Q2 2026 Snapshot-30 Jul 2026