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Taiwan Semiconductor Earnings Review

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News of the Week (November 17-21, 2025)

News of the Week (November 17-21, 2025)

Table of Contents * 1. Datadog (DDOG) – Q3 2025 Earnings Review * a. Datadog 101 * b. Key Points * c. Demand * d. Profits

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Nvidia Earnings Review & Palo Alto Earnings Snapshot

Nvidia Earnings Review & Palo Alto Earnings Snapshot

Nvidia and Palo Alto Earnings Coverage.

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1 New Holding & 1 Exited Position -- Portfolio & Performance Updates
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1 New Holding & 1 Exited Position -- Portfolio & Performance Updates

Portfolio changes & updated performance vs. the S&P 500.

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