News of the Week (April 6-10, 2026)
Loading the Elevenlabs Text to Speech AudioNative Player... Earnings season kicks back off next week. Taiwan Semiconductor and Netflix earnings
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Nvidia Earnings Review
Great quarter. If a normal company delivered this kind of outperformance, there's a very good chance shares would have responded better. Nvidia has been cursed by its own success. They have trained analysts to expect monumentally amazing quarters every three months.
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April 11, 2026
April 10, 2026
Portfolio & Performance Updates (2 New Buys)
Table of Contents * a. Performance * b. Transactions * c. Portfolio Management Strategy * d. Holdings a. Performance Overall performance:
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