News of the Quiet Week (November 24-28, 2025)
It was a very short and quiet week of news. The Zscaler earnings review has already been sent. CrowdStrike, Rubrik,
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Taiwan Semiconductor Earnings Review
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.
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November 29, 2025
November 26, 2025
Portfolio & Performance Updates
a. Updated Performance vs. the S&P 500 Overall:
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