News of the Week (November 3-7, 2025)
Table of Contents * 1. Brief Earnings Snapshots – Spotify, AppLovin, Datadog & Axon * a. Spotify * b. App Lovin * c. Datadog * d.
Read MoreGet a taste of the research and insight Stock Market Nerd consistently offers.
Taiwan Semi manufactures chipsets for designers like Nvidia, Amazon, AMD, Broadcom and Qualcomm. It does so in its highly expensive and complex chip fabrication plants. These are called “fabs” for short.
Read More
It talks you through the thinking. He includes his thought process and what he's thinking and doing. I feel like I have an analyst on staff.
He has a good track record backed up by analysis.
He lets you know his logic flow. He’s with you all the way. It’s a personal element. You feel like you know him.
SMN is more detailed and balanced. It’s informal but not too informal.
Table of Contents * 1. Brief Earnings Snapshots – Spotify, AppLovin, Datadog & Axon * a. Spotify * b. App Lovin * c. Datadog * d.
Read MoreTable of Contents * a. Key Points * b. Demand * c. Profits * d. Balance Sheet * e. Guidance & Valuation * f. Call &
Read MorePortfolio changes & a performance update.
Read More