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Alphabet (GOOGL) Q1 2026 Earnings Review
Fantastic quarter. The search business is rocking, and obviously proving that AI applications are both incremental and easily monetizable. The slower YouTube advertising growth is by design, as Google favors premium subscriptions over...
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CrowdStrike & Palo Alto Earnings Reviews
1. Palo Alto (PANW) – Earnings Review Throughout this article I am going to be using a lot of acronyms that
Read MorePortfolio & Performance Updates
Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Strategy * d. Holdings a. Updated Performance Overall:
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