Stock Market Nerd
Specific news and analysis on individual public companies.
Detailing the business model, prospects and risks of a banking disruptor.
Amazon; Alphabet; Celsius; Tesla; Piper Sandler Teen Survey; SoFi; JP Morgan; Cloudflare; Headlines; Macro
Nike; Tesla; Sell-Side Notes; EBIT Comp Sheets; Hims; Amazon; Nu; SoFi; Headlines; Macro
SoFi; Duolingo; Micron; Meta; Visa; Uber; Nu; Lemonade; Market Headlines; Macro
Trim
Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro
Strike 3, You're Out
Digesting the Fed statement, some thoughts on dovish policy and a portfolio update.
Search King; ZScaler; SentinelOne; Uber; Microsoft; Credit & Bank Interviews; Adobe; Macro
Shopify; Celsius; Starbucks; Airbnb; MercadoLibre; Nvidia
PayPal, Amazon & SoFi CEO Interviews; Oracle Earnings Snapshot
